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Features

95sales CRM features

Every feature on its own page: what it does, how it looks on screen and who needs it.

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  • Updated Oct 11, 2026
  • 5 min read
Sales pipeline CRM with a Kanban lead boardA sales pipeline CRM for clinics and agencies: a Kanban lead board with stages, loss reasons, a first-call questionnaire and an archive of your old database.Web form leads, quizzes and ads — straight into your CRMLeads from web forms, Tilda, WordPress, quizzes, Google Ads and Meta lead forms land in 95sales CRM automatically, with their source and no phone duplicates.Ad attribution: which ads bring paying clientsMarketing attribution in 95sales CRM: first-touch UTM, gclid and fbclid, with leads, admissions and revenue by source, campaign and keyword in plain language.Call tracking integration: no more lost missed calls95sales CRM connects to your phone system: calls match lead cards by number, new numbers become leads, and every missed call triggers a call-back alert.AI call analysis and sales call scoringAI call analysis in 95sales CRM: transcription, personal data masking, deal probability 0–100, rep score 1–5, script steps and red flags for every call.AI assistant in CRM — ask by text or voiceThe AI assistant in 95sales CRM answers questions on revenue, debts and leads and creates tasks and leads by text or voice, within the user's permissions.Patient appointment scheduling and doctor calendarsPatient scheduling in 95sales CRM: online booking from your website, calendars by doctor and room, double-booking checks, reminders and an Arrived mark with doctor share.Clinic price list and treatment packages in CRMClinic price list in CRM: categories, codes, prices by branch, Excel import. Treatment packages get one charge and a session counter, no manual tracking.Bed management, admissions and dischargesBed management in a CRM for care homes and rehab centers: a bed board by site, a waitlist, admissions and discharges with a reason. See occupancy at a glance.Care plans and the nurse's phoneCare plan software in a CRM: scheduled procedures, one-tap "Done" on a nurse's phone, vitals, a care log, incidents and medications. See overdue tasks at once.The patient record — everything on one screenPatient records in a CRM: contacts, next of kin, bed, rate, source, charges, payments, balance, documents, care plan and a timeline. Diagnoses are encrypted.Contracts, documents and consent formsStore patient contracts, consent forms, IDs and receipts in a CRM. Snap them with a phone, get office review, track paper originals and expiry dates.Patient payments and debt trackingTrack patient payments and debts in one CRM: monthly fees, extra services, discounts, payments, aged receivables, overdue and upcoming payments, cash desks.Clinic P&L, finance and cash by locationClinic P&L in a CRM: revenue, costs, profit and margin per location, month-end forecast, break-even point, shared cost allocation, cash desks and NBU rates.Payroll for doctors and clinic staffPayroll for clinic staff in a CRM: base salary + doctor commission + bonuses − deductions, a monthly payroll sheet, PDF payslips and costs in each branch P&L.Clinic analytics and unit economicsClinic analytics in a CRM: funnel and conversion by source, average bill, LTV, length of stay, revenue per bed, patient and specialist, lost reasons, filters.Multi-location clinic software: branches, regions and groupsMulti-location clinic software: P&L and prices per branch, regional managers see only their sites, businesses by website, a group summary and PDF for CEO and CFO.Team task planner and notificationsA team task planner in your CRM: a week by department, tasks linked to a lead, patient or employee, deadlines, team chats, urgent alerts and push.Healthcare data security: roles, 2FA, encryption, audit log95sales CRM security: flexible roles with server-checked permissions, 2FA, auto-lock, watermark, audit log, AES-256 with a per-client key, separate database.Import data from Excel and your old CRMImport data into CRM from Excel and CSV: leads, patients, employees, column mapping, duplicate checks, 7-day undo. We migrate OneBox and other systems.Mobile CRM app on your phone95sales mobile CRM app: install it on your home screen as a PWA. Role-based menu, quick actions, push notifications, one-tap care check-offs, photos.Budget vs actual: a monthly budget you can trackBudget vs actual in a CRM: monthly plan by expense category, actuals from payments and bank statements, variance and overspend. Copy last month or a 3-month average.A management balance sheet for todayA management balance sheet for today: cash in accounts and cash desks, client debts, salaries payable, unpaid taxes and client advances. Equity is calculated for you.Bank statement import and Finmap migrationImport any bank statement or Finmap export into your CRM: .xlsx and .csv, columns detected automatically, no duplicates on re-upload, a dry-run check and undo.Doctor notes with ICD-10 diagnoses in the patient recordDoctor notes in 95sales CRM: complaints, exam, ICD-10 diagnosis, treatment plan, specialty templates and a PDF report, next to bookings and payments.Staff access: who sees what in the CRMStaff access in 95sales CRM: record payments without seeing revenue, hide menu sections, view the CRM as any employee, and give partners read-only access.Sales team control: no lead slips away quietlyManage a clinic sales team in 95sales CRM: required next follow-up, lost reasons with notes, missed-call alerts and AI insights across your pipeline.Cash control: cash, bank transfers and payees under watchClinic cash control in 95sales CRM: Arrived with payment in one step, bank transfers confirmed by finance, cash on hand per location manager, monthly totals.Staff training: guides, videos and quizzes inside the CRMStaff training in 95sales CRM: role-based guides with screenshots and videos, quizzes with an 80% pass mark, and a Team training screen for managers.Patient consent and data requests in the CRMPatient consent in 95sales CRM: consents by type with date and form version, consent for AI call analysis, data export and erasure requests, retention periods.

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Demo on your examplepatient journey, care and money — as it would work for you
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Loss estimatehow many leads, calls and dollars leak without a CRM
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Launch planmigration, roles, telephony — step by step
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FAQ

What clinics ask

How much does the CRM cost?

Three plans: Start — $99, Business — $199, Network — $499 a month. They differ in AI call review and AI assistant limits; over the limit you pay per use at the plan rate or pause, your choice. No limits on users, patients or transactions. No annual contracts or hidden fees.

Does it work for one small center?

Yes. For a center with 10–20 staff, launch takes 1 day, data migration included. Branches and a holding view plug in when you grow.

Where is patient data stored?

In your clinic’s separate database. Diagnoses and relatives’ contacts are encrypted, access is role-based, every action is logged.

Can you move patients over from spreadsheets?

Yes. We migrate patients, charges and payment history during onboarding.

Does it work with our phone system and ads?

Yes. Leads from your website, Google Ads and Meta arrive on their own; calls are recorded and reviewed by AI. We set it all up at launch.

Can patients book themselves on our website?

Yes. Add the booking widget to your site (one line of code) or share a booking link: the patient picks a service, specialist and free slot. The booking lands in the schedule right away — with the ad source.

Does the CRM remind patients about appointments?

Yes. A day and an hour before the visit the CRM sends a Viber reminder, and an SMS if Viber doesn’t get through. You set the texts; reminders are switched on in settings.

Does it work on a phone?

Yes. The CRM installs on the home screen like an app: tasks, care check-offs and notifications. iOS and Android apps are coming soon to the App Store and Google Play.