Medical center CRM demo — 30 minutes Demo →
Medical centers · multispecialty clinics · locations

Medical center CRM that shows every doctor, room and location

Dozens of doctors, shared rooms, your own call center and several locations — in one system. Every employee gets their own view and permissions.

  • Live in 1 day
  • We migrate your data
  • Medical data encrypted
  • No annual contracts
Rooms never double-booked for the same slot
AI scores every call center agent
Doctor % from visits, no manual counting
P&L per location, with shared costs allocated
2FA strictly role-based access
1 day to launch, price list and database 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 →

What a center juggles

With many doctors and rooms, mistakes cost more

A multispecialty center manages patient flows, not individual doctors. The CRM keeps hold of each one.

We’ll show room scheduling and call reviews on a demo, using your center as the example.

Show me →

What the CRM does

Six jobs the CRM takes off your managers

Pick what hurts most — and see how a multispecialty center handles it.

Honest profit for every location

Revenue, expenses, margin and break-even per location. Head-office rent, marketing and accounting are allocated across them by the CRM.

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

Where money leaks

The GP referred three specialists — the patient saw one

Referrals, treatment courses and follow-up visits are where a multispecialty center earns most. If nobody tracks them, the patient finishes treatment somewhere else.

How it works

The patient’s path through the center — from lead to treatment course

Five steps where a medical center loses patients and money — and how the CRM covers each one.

  1. 01 Leads with source and brand Website, quizzes, ads and calls go into the pipeline; old records resurface from the archive by number.
  2. 02 A call center checked by AI Every conversation scored: booking probability, script misses, next step.
  3. 03 Contract and consent from a phone A photo into the record; the office checks, the CRM reminds about deadlines.
  4. 04 Procedures as prescribed The nurse checks off procedures in one tap, misses show up at once.
  5. 05 Visit, commission, installments Charges from the location’s price list, the doctor’s share, debt with a due date in receivables.

The team on their phones

A CRM used in treatment rooms, not just at reception

Nurses, front desk and location managers work from their phones: the CRM installs on the home screen like an app. Everyone sees only their locations and their tasks.

OwnerMoney, debts and leads on one screen
ManagerAI scores every call and shows what to improve
Procedures from the phoneEach patient’s prescriptions with one-tap check-off — the manager sees misses right away.

For the owner

Every location on one screen. The whole week in the planner.

A combined P&L, revenue by region and the month forecast. If you run several businesses, the holding view gathers their monthly totals and a PDF report for the CEO and CFO. The planner holds the week’s callbacks, visits and payments — overdue on top.

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 →
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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

We’ll show what your center loses on referrals and follow-ups

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 have an EHR — why a CRM?”

The EHR keeps medical records. The CRM runs the call center, booking, ads, doctor commissions and location profit.

“Doctors won’t log anything”

Doctors don’t need to enter anything: the front desk checks the visit in, the commission calculates itself.

“Location managers can’t see everything”

A regional manager sees only their own locations — and nothing more.

“A price list with hundreds of items won’t move”

The catalog with prices per location loads from Excel or CSV, including a OneBox export.

“Rollout will take months”

One day: database, price list, staff, telephony. After that we’re in touch every day.

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 medical centers — when you have many doctors and rooms

How a medical center differs from a small clinic

A multispecialty medical center manages flows, not individual doctors: a patient sees a GP, gets referred to two specialists and to procedures, and pays in parts at different desks. One broken link and the patient drops out before reaching what was prescribed.

What makes management harder than at a private clinic:

  • Resources. A room and its equipment are as limited as a doctor's time. Two bookings in the same procedure room at the same time is a common mistake when the schedule lives in a spreadsheet.
  • Call center. Several agents take calls, and call quality varies. Listening to everything by hand is impossible.
  • Doctor pay. Each doctor has their own percentage of services; some get a base salary plus a percentage. Payroll takes days to assemble, and disputes come up every month.
  • Locations. Prices differ between locations, shared costs (marketing, accounting, IT) need to be allocated, and a location manager shouldn't see payroll for the whole center.
  • Data access. The more staff, the higher the risk of the patient base leaking. You need roles, an activity log and protected diagnoses.

How 95sales CRM works in a multispecialty center

Doctor and room scheduling

The Appointments section shows the day two ways: by specialist and by room. The CRM checks for overlaps, so the same room can't be booked twice for the same time. Marking a patient "Arrived" creates a charge from the price list and immediately calculates the doctor's percentage. Patients can also book themselves through a widget on the website or a booking link, and the booking lands in the schedule right away, marked "online" and with its ad source. More in patient scheduling.

Per-location price list and treatment courses

The service catalog has sections, units, item codes and a separate price for each location. A price list with hundreds of items imports and exports via Excel or CSV (including exports from OneBox). When a course is prescribed — say, ten physiotherapy sessions — it's one charge with a session counter, not ten scattered lines. More in price list and treatment courses.

AI quality control for the call center

Calls from Binotel or Ringostat (Ukrainian telephony providers; others connect via a generic webhook) land in the patient card by phone number. Each conversation is transcribed, anonymized and scored: booking probability 0–100, an agent score of 1–5 and a step-by-step review of the call script. The calls section compares agents, highlights weak steps and links call scores to whether the patient booked. The call-center lead coaches the team on facts, not on random spot checks.

Doctor and staff payroll

Payroll adds up base salary, percentage and bonus, subtracts deductions, produces pay slips and exports to PDF. A doctor's percentage comes from the visits marked "Arrived," so "why is mine lower?" is answered with a list of services. More in payroll.

Team: center staff with roles, locations and status. From here you open an employee's card and their pay. Sample data.

Who sees what: roles in a medical center

The CRM has flexible roles and permissions, checked on the server, and they can be overridden for an individual. Here's a sample setup for a center with two locations:

RoleWhat they do in the CRMHidden by default
CEOEverything: finances for all locations, P&L, analytics, settings—
CFOFinance, cash desks, payroll, patient amounts, exportsPatient phone numbers and medical records
Finance teamCash by location, expense review, money for all locationsMedical records
Regional managerPatients, money and team for their own locationsOther locations, system settings
Head of salesPipeline, leads, source listsPatient cards and finances
Front-desk managerLeads, scheduling, cards, payments, documentsP&L and payroll
Back officeUploading and checking documentsMoney and medical records
Medical staffMedical records, care, add-on servicesFinances and patient amounts
Doctor"My appointments": only their own visits and patients, a comment after each visitOther doctors' schedules, money
Nurse (lab trips)Only her own trips to collect samples and how much to collectEverything else

Permissions can be overridden for a specific person: for example, giving a doctor access to restricted psychiatric records, or removing a nurse's right to log expenses. Entering isn't seeing: a person who enters payments without finance access sees only their own entries, not other people's amounts.

On top of that: mandatory 2FA for selected roles, auto-lock after 60 minutes of inactivity, a watermark, copy and print blocking, and a log of every action, including exports. Diagnoses and relatives' contacts are encrypted with AES-256 using a key unique to your center. More in data security.

A patient's path through the center: an example

Say a patient saw an ad for a cardiology checkup and filled in a form on the website.

  1. Lead. A card appears in the pipeline with the source "Google · ads" and the landing page. If the number is already in the old-base archive, the card comes back into the pipeline with its history.
  2. Call-center call. An agent calls back, the conversation lands in the card, and AI rates the patient as warm and suggests the next step.
  3. Booking. The agent books a cardiologist visit and an ECG in the procedure room. The CRM won't allow a booking in a room that's already taken.
  4. Visit. "Arrived" is marked at the cardiologist and at the ECG room — two charges from that location's price list, doctors' percentages calculated.
  5. Prescriptions. The cardiologist prescribes a course of procedures: one charge for the course, a session counter, payment in parts. The remaining balance shows in receivables with a due date.
  6. Follow-up visit. The counter shows how many sessions are left. If the patient misses one, the agent creates a task in the planner linked to her card — so she doesn't get lost between shifts.

Finance: profit for the center and each location

The owner's dashboard shows revenue, expenses, profit, margin and break-even point for each location separately. Shared costs — head office rent, marketing, accounting — are allocated across locations so each one's profit is fair. The "Month forecast" shows where the center will be by month end at the current pace.

Cash desks are tracked per site and for the office: bank account, card terminals, transfers, cash collection and cash counts with discrepancies. More in finance, P&L and cash desks.

Analytics: average ticket, conversion by source, revenue per specialist and loss reasons, filterable by brand and manager. Sample data.

What numbers the center sees in analytics

MetricWhy it matters to a medical center
Revenue per specialistWhich doctors are fully booked and earning, and which sit idle
Average ticketWhether the average visit value grows after price list changes
Patient LTVHow much a patient brings over their whole history, not one visit
Conversion by sourceWhich ad channels bring patients, not just leads
Loss reasonsWhy patients don't book: price, timing, the right doctor isn't available
ReceivablesMoney the center has earned but not yet collected

Analytics can be filtered by brand, website and manager, and filter views can be saved. If the center runs several brands (for example, separate websites for pediatrics and adults), they all live in one CRM with a switcher. The math is in clinic KPIs and unit economics.

What the subscription includes — and what's not there

The subscription is monthly, with no annual contract. Plans: Start — $99, Business — $199, Network — $499 a month; they differ in AI limits. All the sections described above, support and custom improvements are included. Data migration, telephony and website setup, and non-standard configuration are one-time fees agreed before work starts.

If you run not one center but a chain or a group of several legal entities, see CRM for clinic chains: it covers regions and a consolidated view of several businesses for the CEO and CFO.

FAQ

What clinics ask

What is the best CRM for a multispecialty medical center?

One that schedules by doctor and by room, calculates doctors' percentages from visits and shows profit by location — not just a sales pipeline. General-purpose CRMs can't do this without lengthy customization.

Can we schedule by room, not just by doctor?

Yes. The Appointments section shows the day by specialist or by room, and the CRM checks for overlaps so a room can't be double-booked.

How does the CRM calculate doctors' pay?

Payroll adds base salary, percentage of services and bonus, then subtracts deductions. The percentage comes from visits marked "Arrived," and pay slips export to PDF.

Can a location manager be blocked from other locations' data?

Yes. The regional manager role sees only its own sites, and permissions are enforced on the server, not just hidden in the interface.

How do you monitor a medical center's call center?

AI reviews every recorded call: it scores the agent on each script step, estimates booking probability and suggests the next step. The manager sees agents compared side by side and their weak steps.

How long does it take to implement a CRM in a medical center?

Launch takes one day, including data migration. We load the price list, patient base and staff from Excel or your old system, and connect telephony in the same window.

What languages is the interface available in?

The CRM interface is available in English, Ukrainian and Russian; each user picks their own language in the profile. This site is available in the same three languages.