Home visit clinic CRM demo — 30 minutes Demo →
House calls · home nursing · home lab draws

CRM for home visit clinics, house calls without dispatch chaos

A house call practice runs on addresses, drive time and cash that nurses carry in their pockets. 95sales CRM collects leads from every source, builds each doctor's route for the day, tracks cash on hand and shows the owner how much a patient brings in over time.

  • Live in 1 day
  • We migrate your data
  • Medical data encrypted
  • No annual contracts
Route for each doctor, with addresses and Google Maps
Districts visits grouped by part of town
LTV what a patient brings in over time
AI scores every call-team call
Cash held by doctors and nurses, in view
1 day to launch, data migrated

Why 95sales

Why clinics switch to us from other CRMs and spreadsheets

What we
compare
95sales
CRM
Generic
CRMs
Spreadsheets and
messengers
Site leads and calls✓auto record~via add-ons✗by hand
AI call review✓every call✗none or paid✗none
Ad payback✓payments by source~leads only✗not visible
Online booking✓into the schedule✗custom work✗none
Courses and care plans✓one-tap check-off✗none✗notebook
Patient debts✓auto-calculated~until the deal~monthly
Profit per location✓in real time~sales only✗accountant
Launch✓1 day, we migrate✗months✗years
  • Patient records create themselvesA site, quiz or ad lead or a call becomes a record with its source
  • AI listens to every callWho is ready to book and where the front desk lost a patient
  • Online booking on your sitePatients book themselves, straight into the schedule
  • Money for every locationP&L, cash desks, patient debts and doctor pay
  • Treatment by planCourses, procedures and visits — misses show up at once
  • See which ads pay offPatient payments per source, not clicks

Compare with:CliniccardsMedeskBitrix24amoCRMHubSpotPipedriveNetHuntFinmapExcelall comparisons →

Where revenue leaks

House call practices don’t lose calls — they lose money between the address and the cash desk

Leads from many channels, doctors on the road, cash in pockets. The CRM puts it all in one picture.

We’ll show a doctor’s route and cash on hand in a demo built around your practice.

Book a demo →

What the CRM does

Six jobs of a house call practice the CRM takes over

Pick what hurts most and see how it works.

Profit after gas and payroll

Revenue, expenses by category, margin and a month forecast — no spreadsheet exports.

Screens are from the real CRM; people and amounts are fictional.

Where money leaks

The visit happened, the cash was collected — but not all of it reached the cash desk

Cash carried by doctors and nurses is the weakest spot of a house call practice. The CRM shows what everyone holds until it’s handed in.

How it works

One visit — from lead to payroll

Five steps where a house call practice loses patients and money — and how the CRM covers each.

  1. 01 A lead from an ad or directory Campaign, search term and symptoms in the record, no duplicates by phone number.
  2. 02 AI reviews the call What worries the patient, whether a visit was booked and what was missed.
  3. 03 Visit booked The dispatcher assigns the doctor who is in that district today.
  4. 04 Payment on site Cash or card, recorded to the doctor and visible until handed in.
  5. 05 Doctor commission Mark the visit as Seen — the commission is already in payroll.

See it on a sample

A bank statement — and the clinic’s P&L is ready

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

What two services and double entry really cost

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

Built by a team 180+ companies trust

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 →
95salesteam

Who builds and rolls out the CRM

The people who build the CRM roll it out.

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.

180+verified reviews
4.9average rating on Upwork
  • One person leads your launch — from demo to go-live
  • CRM, ads and analytics — all in-house
  • A shared chat with the people building the CRM
  • A reply within an hour, no ticket queue

What’s included

Leads, care, money and team — in one system.

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 →

Free, before any contract

See how a house call practice runs in the CRM

Medical data

Patient data lives by its own rules

We built the CRM so it’s hard to leak even from the inside.

  • The clinic’s own database Patients, payments and payroll live in your clinic’s separate database. The platform can’t see your business.
  • AES-256 encryption Diagnoses, relatives, care notes and call recordings are encrypted with the clinic’s key.
  • Role-based access Everyone sees only what their job needs. Sales can’t see a patient after admission.
  • 2FA and audit log Code-based login, activity log, screen lock, sign-out on all devices.

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

What we hear on the first call

“We already use a CRM and spreadsheets”

We move patients with addresses, prices and history in a day. Then it’s one system instead of several.

“Our doctors won’t use it”

Doctors only see their route and a Seen button. The dispatcher does the rest.

“Our call team already calls back”

AI shows every call: was a visit booked and how “too expensive” was handled.

“We worry about patient data”

Each practice has its own database, diagnoses are encrypted, access is strictly by role, with 2FA and an audit log.

“Rollout will take months”

One day: database, visit prices, phones, doctors and commissions.

What it costs

Three plans, prices up front

Start

$99 per month

One clinic or center: the whole CRM, no limits

  • Leads from site, ads and calls — into the pipeline
  • Telephony: Binotel, Ringostat, missed calls
  • AI listens to 300 calls a month
  • Patients, booking, courses and care plans
  • SMS/Viber appointment reminders
  • Payments, debts, cash, P&L and payroll
  • Roles, 2FA, encryption, activity log
  • Unlimited users and patients

over 300 calls — $0.08 per call

Pick on the demo →
Most popular

Business

$199 per month

A clinic with a sales team and ads

Everything in Start, plus:

  • Online booking on your site and by link
  • AI listens to 700 calls a month
  • AI assistant: 300 questions about money, leads and patients

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:

  • Network finance: budget vs actual by category
  • Management balance sheet: cash, debts, liabilities
  • Bank statements and Finmap — upload a file
  • AI listens to 1,500 calls a month
  • AI assistant: 1,000 questions
  • The lowest over-limit rates

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

  • Leads, calls and AI review
  • Patients, booking and care plans
  • Payments, debts and center finances
  • Team, tasks and payroll
  • Roles, encryption, 2FA, audit log
  • Support and tweaks for your process

One-off, priced upfront

  • Data migration from spreadsheets or another CRM
  • Connecting telephony and your website
  • Setup for a non-standard process

Add-ons

Add them when you need them

The whole CRM is already in your plan. Add-ons bring extra channels and services on top and work with any plan.

First 14 days free
Soon

Social inbox

+$39 per month

Instagram Direct, Messenger and comments in one window with your leads.

  • Reply in Direct and Messenger right from the CRM
  • Instagram and Facebook comments: see what is still unanswered
  • Each conversation is linked to the lead and the ad
  • Response time for every admin

We connect your Meta accounts during setup.

Soon

Fiscal receipts (Ukraine)

+$19 per month

Ukrainian fiscal receipts (PRRO) straight from the CRM cash desk.

  • A receipt is issued when payment is taken
  • The receipt is sent via Viber or email
  • Shifts and Z-reports match the CRM cash desk
  • Refunds and prepayments get receipts too

Runs on Checkbox; you pay its plan directly.

Soon

Reviews

+$29 per month

More ratings on Maps, and you hear about complaints first.

  • After the visit: a “rate your visit” message
  • One-tap link to a Google Maps review
  • A low score goes straight to the manager
  • Google reviews in the CRM, reply from there

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.

★★★★★ Live in 1 day · a separate database for your center

Demo and estimate for your center — $0.

Demo on your examplepatient journey, care and money — as it would work for you
Included
Loss estimatehow many leads, calls and dollars leak without a CRM
Included
Launch planmigration, roles, telephony — step by step
Included
Trial accesstry the CRM with your team before deciding
Yours
Total for demo and estimatean implementation consultant usually charges $300+
$300 $0

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.

In-depth guide

CRM for home visit clinics — house calls without dispatch chaos

How a home visit clinic differs from an office practice

  • An address instead of an exam room. Doctors need the street, entrance, floor, door code and the order to drive in.
  • A pocket instead of a front desk. Doctors and nurses collect cash on site, and the owner doesn't know how much is out there.
  • Leads from many channels. Google Ads, directories, the website, chat and phone calls — and every channel costs money.
  • Patients come back. Chronic patients, elderly parents, children: a patient's value shows over time, not in one visit.
  • Driving is a cost too. Gas, rideshares, supplies.

What each person on the team gets

Owner: patient lifetime value and channel payback

The dashboard has a Patients and LTV block: the average amount a patient has paid over time, the share who come back, revenue from repeat patients and LTV by source, plus the most valuable patients. The Sources report shows how many leads and how much revenue each channel brought.

Call team: every lead in one list

Ad leads arrive with the campaign and search term, and phone calls create the patient record on their own. The call team sees the symptoms, books a visit and sets a callback reminder. AI transcribes each call, scores it against your script and shows what was missed. More in AI call analysis.

Dispatcher: visits by doctor and district

The visit schedule can be viewed by doctor, by district or as a list, with the day's booked, completed and missed visits and payments on top. A follow-up reminder is set right from the patient record.

Doctor: the day's route on the phone

"My appointments" shows the route: patients in order, the address with apartment, floor and door code, and drive time between stops. "Open in Google Maps" maps the whole route. Next to each stop are the symptoms from the call and the Seen / Not home marks. Doctors see only their own visits and no cash data.

Nurse: visits, lab draws and cash on hand

Nurses see their lab-draw visits: where to go, which tests to take and how much to collect. A separate figure shows how much cash they hold until it's handed in.

Bookkeeper: payments and payroll without spreadsheets

Every payment has a method: cash, card or bank transfer to the right business account. Doctor pay — base plus commission per visit — is calculated automatically. Expenses such as gas, rideshares, supplies, lab and ads are grouped by category, so real profit is visible. More in cash control and clinic finance.

Example: one visit from lead to payroll

  1. Lead. A patient's daughter searches "doctor house call" and fills out a form from an ad. The record shows the campaign, search term and symptoms: fever for three days.
  2. Call. The call team calls back; AI scores the call. A morning visit is booked.
  3. Route. The dispatcher assigns the doctor who is in that district today. The address with floor and door code is already in the doctor's route.
  4. Visit. The doctor marks the patient as seen and collects cash. The cash shows as on hand until it's handed in.
  5. Follow-up. A week later: a follow-up visit and a home lab draw by the nurse. The patient's LTV grows, and the source is still visible.
  6. Payroll. The doctor's commission for both visits lands in payroll automatically.

Numbers the owner sees

  • Patient LTV — average, by source and for repeat patients.
  • Revenue by source — which channels pay off.
  • Visits per day and week — completed and not-home.
  • Cash on hand — for every doctor and nurse.
  • Profit — after payroll, gas, rideshares and supplies.

Switching to 95sales CRM

  1. Data. We move patients with addresses and your visit and lab price list from your current software or spreadsheets.
  2. Phones and leads. We connect your phone system, website forms and ads.
  3. Team. We set up doctors, nurses, dispatchers and the bookkeeper with pay rates, commissions and access rights.

Launch takes one day. Plans: Start $99, Business $199, Network $499 a month; no limits on users, patients or transactions. The first 30 days are free.

FAQ

What clinics ask

What is a CRM for a home visit clinic?

Software for a house call practice: leads and calls, assigning visits by doctor and district, doctor routes with addresses, payments on site, cash held by staff and payroll as base pay plus commission.

Can doctors see their route on the phone?

Yes. "My appointments" lists patients in order with addresses, floor and door code, drive time between stops and a button that opens the whole route in Google Maps.

How do I control cash collected by doctors and nurses?

Each payment is recorded against the person who took it. The CRM shows cash on hand for everyone until it's handed in, and the bookkeeper confirms receipt.

How is doctor pay calculated?

Base pay plus commission per visit. Marking a patient as seen creates the charge from the price list, and the commission goes to payroll automatically.

How much does a CRM for a home visit clinic cost?

From $99 a month for the whole practice, with no per-user fees. The first 30 days are free, no annual contract.