sales CRMFeatures95sales CRM runs a network of locations in one system. Each branch has its own prices, cash desks and profit, each regional manager sees only their sites, and the owner gets a summary across all businesses.
In 95sales CRM, each branch (location) is a separate accounting unit inside one database. Patients, staff, beds, cash desks and expenses are tied to a location, so any report can be viewed for the whole network or for a single branch.
What's tracked per branch:
| What | How it works |
|---|---|
| Prices | A service price list with prices per branch: the same service can cost more downtown than in the suburbs |
| Money | Location and office cash desks, transfers and cash collection, cash counts with discrepancies; a cash-by-location view for the finance team |
| Results | Revenue, expenses, profit, margin, occupancy and break-even point for each branch |
| Shared costs | Split across branches equally, by revenue, by beds or manually, so each location's profit is honest |
| Expense review | Regional expenses can go to the office for review: approve or send back |
| Recipient entity | A payment records which legal entity of the location received it |
| Beds | A bed board per location: occupied, "waiting for a bed", "admit patient" |
| Staff | Each employee is assigned to their locations |
A region is a group of branches with its own manager. 95sales CRM has a "regional manager" role: they see patients, leads, money and reports only for their locations. The restriction is enforced on the server, not just in the interface, so data from another region won't reach them through exports or search either. More on permissions on the data security and roles page.
The CEO and CFO see the whole network. The same finance screen works for a region and for the owner. By default, only the CEO and CFO see the group summary; a separate "Holding consolidation" permission controls it. Regional managers don't build reports for their sites by hand. They open the same sections as the director, with data for their region only.
Any report can be sliced by location, direction and business with one button next to the period, and any section exports to Excel or PDF. A location manager role is also available: the manager of a specific site sees only leads for their location from the site visit stage and gets a notification about each new one.
If your network runs under different names, say a clinic and a rehab center, or several websites for different services, all of them live in one CRM as separate businesses (brands); the section is called Business. Each business lists its sites and phone lines, so a lead's business is set automatically from the website or phone line. The lead and patient screens have a business switcher, and analytics can be viewed for each business separately.
Holding is a section for owners of several companies, each running its own CRM on 95sales. For example, an owner has a clinic chain and a service company. Holding combines their monthly results into one summary: revenue, expenses and profit for each business and for the group as a whole.
Only monthly figures go into the summary. No patient, client or employee records. Each company's data stays in its own separate database, while the owner sees the big picture. The summary exports to PDF for the CEO and CFO.
Say a network has three centers and a shared head office with accounting and marketing. Without splitting shared costs, every center looks profitable, while the network as a whole barely breaks even. In 95sales CRM, head office costs are split across branches, and the director sees each location's real profit. It turns out one center falls short of break-even. Decisions on pricing, occupancy or ads are then made on numbers, not gut feeling. The month forecast shows whether the branch can get into profit before the month ends.
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FAQ
Yes. Patients, staff, cash desks, prices and expenses are tied to a branch, and finance shows profit and break-even for each one.
Yes. The "regional manager" role sees only their own locations, and the restriction is enforced on the server.
Yes. Each service in the price list can have its own price for each branch.
It's a summary of monthly results across several businesses, each with its own CRM on 95sales. The owner sees the group's revenue, expenses and profit and exports a PDF for the CEO and CFO.
No. The holding summary contains only monthly figures, with no records or personal data.
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