Appointments, procedures, repeat visits.
- Ad leads with their source
- Patient payments and debts
- Documents and consents
Cliniko is a well-loved practice management system: bookings, treatment notes, invoices. 95sales CRM covers what happens before and after the appointment — leads, calls scored by AI, ad payback, debts and profit per location. Use it on its own or alongside Cliniko.
Cliniko — simple, all-inclusive practice management. 95sales CRM — leads, calls and money for a clinic that sells.
Where we win
Comparison
Live in 1 day: we move your data and connect your website and telephony. The import can be undone for 7 days. Keep treatment notes and telehealth in Cliniko if you like, and run leads, calls and money in 95sales CRM.
Try it in a demo →Data on Cliniko is from its official website, October 2026. In-depth: Cliniko vs 95sales CRM ↓
Who it’s for
No bending your work around the software: patients, care, families and money are already set up for your format.
Appointments, procedures, repeat visits.
Multi-visit treatment, staged payments.
High patient flow, short cycle.
2–6 week programs, the family decides.
Long stays, the family pays monthly.
24/7 care that needs discretion.
Several centers, shared money and staff.
We’ll show on a demo how it works for your center.
Show me →What the CRM does
Pick what hurts most — and see how it’s handled day to day.
Income, expenses, patient debts and each center’s profit add up by themselves. You see what the month will bring while it’s still halfway through.
Screens are from the real CRM; people and amounts are fictional.
Where money leaks
Patients come through calls — their own and their relatives’. If a call isn’t logged in a record, your ads paid for a client who went to a competitor.
How it works
Five steps where centers lose patients and money — and how the CRM covers each one.
On the phone
The owner sees the money, a manager sees leads and call reviews, a nurse sees her shift. The CRM installs on the home screen like an app, with instant notifications.
For the owner
The holding view shows revenue by region and a combined P&L across all centers. The planner gathers patient follow-ups, procedures, payments and documents for the week — overdue on top.
See it on a sample
Hundreds of transactions sort themselves into categories: income, expenses, profit and margin by month — no Excel, no accountant.
Monthly P&L: expense groups expand into categories, projects, margin
Plan vs actual: a monthly budget by category, overspending visible mid-month
CRM + Finmap or one system
A payment lands in the CRM, then someone copies it into finance and reconciles. See what two services plus double entry really cost — in money and in staff hours.
95sales client reviews
The same 95sales team has run ads, analytics and sales for clinics, SaaS and e-commerce for years. The CRM grew out of that work — here’s what clients say about us.
Verified 95sales contracts on Upwork
See the CRM in action.30 minutes, on your center’s example.
Book a demo →
teamWho builds and rolls out the CRM
The CRM is set up and supported by the people who build it — no call center, no handing you to a junior after you sign.
What’s included
Usually it’s a spreadsheet, a messenger, an accountant and a notebook at the nurse station. Here it’s one CRM where everyone has a role.
Not sure it fits you?Describe your center — we’ll reply in one message how the CRM fits your process.
Describe my center →It all starts with a demo.30 minutes — and you’ll see the CRM on your own center’s example.
Book a demo →
Medical data
We built the CRM so it’s hard to leak even from the inside.
Security2FA by role, screen lock, watermark, support access only with your permission.
Activity logWho did what and when — visible to the owner.
Questions about security?
Ask on a demo →Objections
“We run on spreadsheets and it works”
A spreadsheet won’t remind you of a procedure or tell you which center is losing money. We move it over in a day.
“Nurses won’t use it”
A nurse’s phone shows only her shift and a “done” button. Training takes 10 minutes.
“We worry about medical data”
Each center has its own database, data is encrypted, access is strictly role-based.
“Rollout will take six months”
One day: database, patient migration, roles. After that we’re in touch every day.
What it costs
Start
$99 per month
One clinic or center: the whole CRM, no limits
over 300 calls — $0.08 per call
Pick on the demo →Business
$199 per month
A clinic with a sales team and ads
Everything in Start, plus:
over the limit — $0.06 per call, $0.12 per question
Pick on the demo →Network
$499 per month
A network of centers: network finance and large AI limits
Everything in Business, plus:
over the limit — $0.05 per call, $0.10 per question
Pick on the demo →No annual contracts. Switch plans yourself, from the 1st. AI limit reached — pay per use at the plan rate or pause: your call, with an optional cap. Call limits assume the economy scoring model; the maximum model uses 5 reviews per call.
In every plan
The whole CRM on every plan — no limits on users, patients or transactions; plans differ only in AI limits
Included
One-off, priced upfront
Add-ons
The whole CRM is already in your plan. Add-ons bring extra channels and services on top and work with any plan.
Social inbox
+$39 per month
Instagram Direct, Messenger and comments in one window with your leads.
We connect your Meta accounts during setup.
Fiscal receipts (Ukraine)
+$19 per month
Ukrainian fiscal receipts (PRRO) straight from the CRM cash desk.
Runs on Checkbox; you pay its plan directly.
Reviews
+$29 per month
More ratings on Maps, and you hear about complaints first.
Messages go out via your Viber/SMS, like appointment reminders.
Turn an add-on on or off in CRM settings; it is billed from the 1st together with your plan. Not a fit within the 14-day trial: switch it off and pay nothing.
You pay nothing and owe nothing.
We discuss a subscription only if you want one after the demo. The price is known before you start.
Cliniko is cloud practice management software for healthcare practitioners. According to its official website as of October 2026, it is used in more than 95 countries. It is known for a simple, all-inclusive pricing model and for a large directory of connected apps.
What Cliniko offers, based on its features, pricing and security pages:
These are real strengths. If what you need is a reliable diary, clinical notes and invoicing for a team of practitioners, Cliniko does that job well.
95sales CRM focuses on what happens before the patient reaches the diary and after they pay: where the patient came from, what was said on the phone and how much each location earns.
| Criterion | 95sales CRM | Cliniko |
|---|---|---|
| Type of system | CRM for sales, calls, money and operations | Practice management: diary, notes, invoicing |
| Leads from website and ads | Built in: forms, quizzes, Google Ads and Meta lead forms | Via connected apps (marketing and reactivation tools) |
| Lead pipeline | Kanban, loss reasons, first-call questionnaire | Via connected apps (for example a HubSpot or Salesforce connector) |
| Telephony | Binotel and Ringostat, plus a generic webhook for other phone systems | Via VoIP partner apps (call matching and call tracking) |
| AI on calls | Every call transcribed and scored | AI receptionists and AI note-takers as partner apps |
| Ad attribution | UTM tags, Google Ads and Meta clicks, revenue per source | Reports on which marketing channels work best |
| Online booking | Website widget and booking link, with the ad source saved | Yes |
| Reminders | Automatic SMS and Viber appointment reminders | SMS at 10¢ per message |
| Clinical notes, telehealth | Doctor notes with ICD-10 and templates; no telehealth | Customizable treatment notes, telehealth |
| Finance | P&L per location, cash desks, debts, payroll | Invoices, payments, expenses, taxes, reports |
| Locations | Unlimited, with P&L per location and a group roll-up | Unlimited |
| Compliance statements | GDPR principles, AES-256 with a key per customer; no HIPAA claim | HIPAA and UK GDPR stated; UK data hosted in the UK |
| Free trial | No; free demo on your data | 30 days, no card |
| Go-live | 1 day, our team migrates the data | Free migration help from many systems |
Cliniko prices by the number of practitioners; 95sales CRM has a fixed monthly plan per clinic with unlimited users.
A clinic that already pays for Cliniko adds 95sales CRM for sales and money; a clinic with a small clinical side may run everything in 95sales CRM.
95sales CRM is stronger when a clinic spends on advertising, handles many calls and tracks money across several locations.
Every call from your telephony lands in the patient record by phone number, and missed calls get their own list. AI scores each conversation against your script, so the manager sees who handled price questions well and who lost a ready-to-book patient. Our guide on missed calls explains why this matters.
A lead source field shows where someone came from. 95sales CRM goes further: the click is remembered from the first visit, carried into the lead, the booking and the payment, so analytics shows revenue, average ticket and LTV for each campaign.
P&L per location, shared costs split between sites, cash desks, debts and a month-end forecast. For groups, the owner sees all businesses in one roll-up. See multi-location.
Cliniko is strong where 95sales CRM deliberately does less.
Yes. There is no ready-made integration, so agree up front where the schedule lives; the patient's phone number is the shared key.
A hypothetical scenario for a physiotherapy and aesthetics clinic with two sites:
If the clinical side is light, you can keep the whole schedule in 95sales CRM: it plans by specialist and room, checks for overlaps, and marking a patient "Arrived" creates the charge and the doctor's commission. See appointments.
Our team handles the migration; launch takes 1 day.
Not sure which type of system you need? Read CRM vs practice management software and our review of the best clinic CRMs.
FAQ
For sales, calls and money — yes: lead pipeline, AI call review, ad attribution, debts and P&L per location. For treatment notes and telehealth, Cliniko remains the stronger tool, and many clinics use both.
According to Cliniko's pricing page in October 2026, from $45 a month for 1 practitioner to $395 a month for 26–200 practitioners, with every feature included and SMS at 10¢ per message. There is a 30-day free trial.
Cliniko's connected-apps directory lists VoIP and call-tracking apps and AI receptionists from partners, each with its own pricing. 95sales CRM has telephony and AI review of every call built in.
95sales CRM does not claim HIPAA compliance. It follows GDPR principles: a separate database per customer, AES-256 encryption with a separate key, server-side roles, 2FA and an activity log. Cliniko states HIPAA and UK GDPR compliance.
Yes. Keep notes and telehealth in Cliniko and run leads, calls, ad attribution and money in 95sales CRM. Patients are matched by phone number.
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