CRM for

Clinics, Medical Centers and Dental Practices

Our CRM is the perfect solution for automating the operations of medical facilities! The system efficiently manages patient records, appointments, and procedures, optimizes staff workflow, and simplifies communication with clients. Specialists can focus on patient care while the CRM handles routine tasks.
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We will connect communication channels to the CRM system - and all communication will take place in one space for you

Integration of communication channels with CRM for medical institutions

Patients can book appointments and reach out via Email, Telegram, Viber, and other channels, while all communication is displayed in a unified CRM interface for the staff. This ensures convenient access to communication history, enables quick responses to inquiries, and keeps all matters under control in one centralized location.

Suitable for:

Private clinics and medical centers

Optimize patient appointment management, procedure scheduling, and communication to enhance service quality and focus on delivering superior care.

Networks of medical institutions

Coordinate branch operations through a centralized platform that enables efficient performance tracking and improves internal collaboration.

Dental offices and clinics

Automate appointment scheduling, track consumable materials, and streamline communication with patients for more efficient workflow organization.

Veterinary clinics

Convenient management of client records, visit histories, and communication helps improve service quality and boost customer loyalty.

About the service

1

Patient database and client card

Create and store detailed patient profiles with complete visit histories, diagnoses, procedures, and contact details. The system ensures convenient access to information while maintaining data confidentiality.
2

Patient appointment management

Automate the appointment registration process: from online scheduling to confirmation. Easily manage specialists' schedules, avoiding overlaps and missed appointments.
3

Workspace for staff

Provide your team with a unified interface for managing tasks, patient treatment histories, and internal communication. All essential tools are always at hand for quick and efficient work.
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the features and functionality of the
service, apply for a free demo
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4

Visit and procedure tracking

Monitor the status of procedures and treatment plans in real time. Reminders and automatic notifications help avoid missing important visits.
5

Financial process automation

Generate invoices, job completion acts, and other documents automatically. Streamline payment workflows, ensuring clarity and accuracy in financial reporting.
6

Integration with communication platforms

Connect Email, Viber, Telegram, and other channels to store all patient communication in one place. This allows for prompt responses to inquiries and keeps everything under control.

Platform features

Client communication workflow
Monitor the status of client dialogues in real-time
Custom fields
Customize client cards according to your needs
Personalized workspaces
Create unique planners for your team
Filters
Set up filters for contacts or tasks based on any fields
Reminders
Configure reminders for calls and events
Group chats in Telegram
Integrate chats for effective communication with your team and clients
One-click reports
Quickly generate detailed reports for activity and client analysis
Automatic tasks
The system automatically creates tasks based on the funnel and client history
Communication history
Store all communication with clients for easy access and analysis
Integration with financial services
Automate payment processing and invoice reconciliation
Document templates
Use ready-made templates for quick creation of contracts, acts, and invoices

See how it works

Centralized communication: Messaging with patients in a single interface.
Appointment management: Fast and convenient handling of visits and procedures.
Learn more about
the features and functionality of the
service, apply for a free demo
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Check the correctness of the completed data

Pricing

Plan A
$400
Order
Plan B
$500
Order
Plan F
$600
Order

Account connection

Registration of a new account, inviting and setting up employees in Planfix

Free support and training, days

3
7
10

Client communication process

Current status of client communication
Funnel of client dialogues and their current status
Ability to work with bundled procedure offers (2, 4, 6, 8, ...)
Option to schedule multiple procedures for a client simultaneously from a communication task
Client information (purchased, canceled, and planned services) directly in the communication task
Ability to top up a client’s account and use it to pay for future procedures
Customizable fields and client card with complete historical information (purchased, canceled, planned services, client’s current balance, etc.)
Personalized planners/workspaces for clinic management or staff with restricted access to information (visibility limited to permitted data)
Simple and clear structure: Communication → Patient visit → Procedures/Client records
Customizable filters for any contact or task field
Ability to manage separate communication with both the team and the client simultaneously.
Reminders about procedures or appointments for both clients and staff.
Information about client calls (call recording and analytics) directly in the communication task, provided integration with IP telephony is available.

Processes for managing patient visits and procedures

Separate "Patient Visit" entity to schedule multiple procedures during one clinic visit.
Numbering for each procedure.
Custom fields for procedures.
Each procedure is displayed as a task card with its duration specified, allowing optimal scheduling of visit time.
Quick booking of multiple procedures within one day: new procedures are automatically scheduled based on the end time of the previous one.
Procedure pipeline and their current status.
Linking each client's procedure to their communication.
Staff workload calendar.
Location workload calendar.
Automated notifications for clients via their preferred communication channel.
Convenient tools for rescheduling and managing visits/procedures/appointments.
It is not possible to schedule a procedure without the primary patient visit task.
Automatic creation of the required number of procedures for specific patient packages.
Payments can be made using various methods, including the client's balance.
Information on all completed and scheduled procedures is accessible within the visit task.
Display of all financial transactions: amounts paid and payment methods.
Option to provide a discount for the entire visit.
Individual discounts can also be applied to each procedure (with different discounts for each procedure if needed).
Automatic calculation of the total cost of all procedures during a visit, simplifying the billing process.

Scheduler/Planner for clients and specialists

Allows monitoring the workload of each specialist, room, or location. Visits can be scheduled by selecting a date and time.
General calendar of patient visits and their procedures.
Information can be displayed in a calendar view or as a timetable for each specialist.
Synchronization with Google Calendar.

Directories

Directory of cities or locations (if there are multiple).
Directory of client inquiries regarding existing or potential products or procedures offered by the clinic.
Directory of sources for client inquiries.
Directory of services offered by the clinic.
Directory of procedures offered by the clinic.

Overview of system capabilities

Integrations with website, Instagram, Facebook, Google Forms, Viber, Telegram, WhatsApp, and corporate Email.
IP telephony support.
Financial analytics tools.
Employee grouping and hierarchical structure management.
Mobile app access.

How it works?

Platform Presentation

Arranging a video call with you to demonstrate the capabilities of the platform according to your request
1

Creating Terms of Reference

Discussing tasks and requirements for the implementation, agreeing on terms and conditions
2

System Setup

Configuring the platform according to the ToR
3

Hello World

Agreeing on all settings and connecting the platform to your accounts
4

Support and Maintenance

Providing technical support and staff training
5
Optimize accounting processes

and communication with clients –

faster, more efficient, with complete control!

Chat with the support team

You can ask all questions about the platform or work process in a joint chat with our support team

User reviews

Victoria Brezgalova

СЕО
Thanks to ProcessFather and Planfix, we have improved all of our processes by 70%. 100% improvement wouldn’t have been possible since we are a large production company.

Without automation, we would go crazy, especially with social media. Thanks to Planfix, I have two online store managers working effectively. When it comes to requests from our social media accounts, my managers and I always have a finger on the pulse. Thanks to Planfix, managers see interested customers under each post and do their best to convert every lead to an actual buyer. In the past, we lost too many customers because we didn’t properly manage the comments under our posts. And now, using Planfix, we work with every customer who simply leaves a comment under a post expressing how they liked something that we sell. In 50% of cases, these leads become customers.

Big thank you to your entire team for constantly being online and answering my questions. Couldn’t be happier to work with professionals like you!

Andriy Panchenko

СЕО
I own a company that manufactures and sells shoes online. Before we implemented Planfix, my main problem was that we couldn't scale the business. I could not hire new managers, there were problems with connecting Facebook and Instagram, and other sites. We could not reply to our customers in messengers. I had a separate manager or several managers for each site, they were confused and conflicted with each other. Decent control of KPIs and manager productivity was out of the question.After we implemented Planfix, we were able to scale the business. Managers became universal regardless of the site, and clear and understandable control tools were implemented. Before Planfix, I had 3 people working in the sales department. Today I have 17 people working there. We’ve almost tripled our sales!I went through many CRM systems before implementing Planfix, the main deciding factor for me was the approach that Mykola and his team used at ProcessFather. I talked to a lot of teams that implemented both Bitrix24 and AMO CRM, and they weren’t completely satisfied with the CRMs. It was very important for me to be in constant contact with Mykola and his team so that my demands were met as quickly as possible, and exactly the way I wanted.I am absolutely satisfied with the cooperation, this is the fourth year that we’ll be working together. Everything is great. Thank you, ProcessFather!

Kim Fomkin

СЕО
To everyone who’s currently struggling with business automation and building systematic work processes for the company, I definitely recommend Mykola and his team.

Step by step we’re solving various processes in my IT company. As a recent example, we have developed and implemented a system for our new "server technical support and administration" services that automates and simplifies work with our clients.

I really like Mykola's work principles. He’s always eager to offer the best solutions, without trying to add extra work. Our cooperation is very efficient and transparent.

Yaremenko Vadym

СЕО
Our company offers chimney and venting services with home visits. For 6 months we’d been using AMO CRM, but it did not solve our problems, so we started to look for another solution that would cover our needs while offering flexible settings + good ratio of price/quality. At the Business Concentrate forum, we were advised to pay attention to PlanFix, and that’s how we turned to the guys from ProcessFather. We didn’t have a huge budget, so we broke down the CRM integration into step-by-step stages, and everything worked out 🙂 Hooray! Slowly but surely, we’ve adjusted all the main processes and taught the employees how to work with the platform. It took them some time to get used to this new software, but eventually, they figured it out! Now everything works as we wanted. The reports are displayed automatically and there’s finally no need to create them manually! We’re exploring all of the features, improving, making adjustments, and learning! I’m really satisfied with the cooperation 😀🙏 The most valuable thing to note is the loyal, understanding, and compassionate attitude of Mykola and his ProcessFather team!

Andriy Kolomiytsev

СTО
Many thanks to Mykola! I’m happy to cooperate with ProcessFather.

Their team of specialists managed to implement a model of our company's business processes into the CRM Planfix system, which allowed to formalize the relationship in the vertical management of the company and make the work process much more manageable.

I definitely recommend these guys.They respond almost instantly to any adjustment requests and when new tasks arise.

Cool people, great cooperation.

Albert Shoom

СЕО
Huge thanks to ProcessFather for helping to put our social media in order. Instagram and Facebook provide little functionality to work with customers, and ProcessFather, together with Planfix, fills all the gaps due to which we may lose customers, orders, and money.

The platform takes some time to get used to, but after that life becomes much easier))

And most importantly, whenever something is unclear, you can contact ProcessFather support, and they will instantly solve any of your problems.

Alexandr Kuznetsov

СЕО
Planfix is a powerful corporate governance tool. We at InteractiveCenter didn’t use PlanFix to its full potential before teaming up with ProcessFather. In the span of several months of cooperation, we’ve managed to digitize important business processes. Mykola is extremely proactive! He doesn’t simply follow the ToR but predicts and makes guesses about what we actually need. Then he helps us to form requests and implement them. Recommended!

Anastasia Karida

Lead Maketer
It is a pleasure to work with professionals who can hear, submerge into, and understand the specifics of the client's business process. Thank you Process Father for your promptness, expertise, and patience :)

Nikita Pustovoi

СMО
For some time we worked with AMO CRM. It was convenient for us in terms of making calls, the sales department was satisfied, the integration with landing worked great, and everything was great. But the integration with Instagram and direct messages, in particular, worked crookedly. There were very few useful settings, filters, analytics, controls, etc…

We didn't know what to do and by chance, I met Mykola and his company ProcessFather. He offered to start working with Planfix. We didn’t know about this software at all, you’d agree it’s not the most popular platform out there. But we decided to take a risk and give it a try. So now with Planfix, our team has grown to 17 people, they work with the platform efficiently, and everything’s clear and transparent. There are different policies for the distribution of leads, you can easily monitor conversion rates, and you can see how many leads of different statuses each manager works with. We can precisely determine the load and therefore draw conclusions. It has become much easier to run a company.

Simple chatting in the direct messages doesn’t lead to any conclusions, it is impossible to calculate the profit. With 12 people, you can’t just go in and count the money. Without this platform, we would not be making as much money for sure. Everything would be much more complicated. Employees would not earn so much, they would have lower efficiency, it’s all closely connected. We would have an increased staff turnover, the recruiter would have more work, and so on ...

Just imagine how one platform can solve so many issues. I am very grateful to ProcessFather for their help, what they did for us is just fantastic. You surely gotta try to work with them!

FAQ

This is the first time I'm seeing your platform. Why should I trust you?

Our PlanFix platform team gets most of our work through word-of-mouth recommendations from our direct users and business owners, without any social media advertisements. We proudly share our client testimonials, you can find them directly on the website :)

How much will it cost to migrate to your platform?

Data import is included in the cost of Plan B and Plan F service packages.

How much does it cost to work with your platform?

Support and staff training are included in the cost of all service packages, the only difference between the packages is the duration of the support period.

How long does the setup take?

It can take 2-3 business days to prepare and set up your account. At any given stage of preparation, you can join the process and control the work if you wish.

Why are you unique?

We do not simply sell software, we set up the perfect workspace for your company. Thanks to our experience of working with recruiting agencies and HR managers, we have developed the best interface for your needs.

If I don't have a website now, will I be able to connect it later?

Absolutely! When setting up your account, we will prepare all the necessary settings for receiving requests from the website in advance. In the future, the site can be connected whenever you need, and the setup will take practically no time.

How much do your services cost?

The cost of CRM integration varies depending on the service package. Every package price you see on our website is a one-time payment for our services that includes CRM integration and setup.After making a one-time payment, you will only need to pay a subscription fee for the CRM Planfix software product. The cost of the subscription fee for further use is calculated based on the number of employees who will work in the account. For additional details about the pricing, please refer to https://planfix.com/prices/

If I need to make adjustments after the test period, who should I contact?

Usually we cooperate with the majority of clients even after the end of the test period on the terms of hourly service payments. These are set individually.

What opportunities do Vacancies and Candidate Planners provide?

A vacancy and a candidate are two independent entities with their own attributes and characteristics. We have placed them in different planners to make you feel comfortable working with each of them separately. However, when you link a specific candidate to a particular vacancy, the system establishes important connections and interactions that contribute to the development and optimization of your internal business processes.

What tools for integration with external platforms are available in the system?

Now it doesn't matter which communication channels you use - Facebook, Instagram, WhatsApp, Viber, Telegram, or email. You can communicate with candidates directly from Planfix. Wherever a candidate writes to you, you will see their message in the Chronicle and can respond instantly, and they will receive your response where they started the conversation. Didn't see the platform you need on the list? Just let us know - Planfix has a wide range of integration options through open API methods, so we will be able to integrate exactly the platform you need.

Why is it worth considering the Maximum Full Set?

The "Maximum Complete Set" is the perfect choice for enhancing your business. This package not only provides advanced features for an effective start but also takes into account future needs, ensuring access to additional settings. Moreover, by choosing this package, you will gain financial benefits and the maximum number of days of free support for your employees, helping to ensure their seamless operation with the system.

How does the system automate appointment scheduling?

The system allows you to create a work schedule for each clinic specialist, accept appointments from patients via various communication channels, and synchronize them in a shared calendar. Patients receive automatic reminders about their visits, and administrators can easily manage the schedule, avoiding conflicts.

How is transparency in accounting processes ensured?

The system provides access to financial data and reporting in real-time. With automated tasks for invoicing and payment reminders, the clinic manager can easily monitor financial indicators and ensure timely completion of staff duties.

Is it possible to monitor staff performance?

Yes, each employee gets a personalized workspace with access to their tasks and schedules. The manager has administrative access, enabling them to track productivity, task completion, and communication with patients at all stages.

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Why choose us?

Uniqueness
Our solution stands out in the market
Our solution has no equivalents on the market.
We support customers and respond to requests in an average of 15 minutes
Experience
Planfix has been on the market from 2013, providing a reliable foundation for your personalized HRM/ATS system
IT Expertise
Our team has of experience in IT from 2018, working on various IT solutions for businesses, which gives us insight into the specifics of such products and effective operational management
Ease of Use
We've ensured that making any changes can be done without involving programmers
Platform for Building Your Own Management System
Planfix is more than just project and task management. It helps you create CRM, production management systems, employee workload management, and much more. It's a comprehensive system for managing your company, not just a collection of modules
Unique Tools
Planfix allows you to do what's impossible in other systems. Even basic features like recurring tasks or report builders in Planfix are implemented at a deeper level, providing more capabilities. The Planner, Chronicle, and Analytics make the system powerful and pleasantly surprise everyone who gets acquainted with Planfix
Planfix Helps You Work the Way You Need
Not how its creators imagined. You can use ready-made solutions or decide how it should work yourself. This freedom attracts our users, and thanks to it, Planfix literally grows with your company
A Unified System Where Everything Is at Hand
All departments and business processes in Planfix work with shared data, eliminating the need for manual data transfer and duplication. This streamlines work and reduces the likelihood of errors between departments and processes
Planfix Can Look Like Your Corporate Management System
In corporate colors, with your company's logo and menu items leading to your websites and services. This makes it the "main program" that your employees launch when sitting at their computers, increasing their engagement in the work process
Planfix Offers User-Friendly and Fast Apps for iOS and Android
Even when you're on the go, you'll have access to your projects, receive timely reminders, communicate with colleagues and clients, assign and complete tasks