An ultra-fast CRM system built specifically for healthcare providers
Brands we work with
CRM development options for clinics
Custom CRM development for a clinic starts from $15,000. The final cost depends on the number of specialties, branches, required modules, and integrations with laboratories, insurance companies, and document management systems.
Optimization of core processes
We implement key modules, including electronic patient records, appointment scheduling, payment tracking, reminders, and initial evaluations. Over time, you can expand and further develop this system.
Advantages:
- A quick introduction for real users.
- Minimal intervention in ongoing processes.
- Easy to use by employees, regardless of their technical knowledge level.
- The basis for future scaling.
A digital ecosystem with complete automation
Benefits:
- Complete automation of the patient lifecycle.
- Analytics for management, clear reports for accountants, and convenience for doctors.
- Integration with LIS, laboratories, cash register modules, and other services.

IoT in healthcare
The system can be integrated with:
- Digital scales, height measuring devices, diagnostic scanners, and laboratory equipment.
- Dental panoramic radiographs, with images imported into the electronic patient file.
- Queue management systems and electronic patient calls.
- Cash registers and payment terminals.
Does your clinic need a custom CRM?
This is particularly important in clinics with a branched structure, as all locations operate within a single digital space. Data is synchronized, and standards are automatically adhered to. You always see the big picture, regardless of where the visit took place or who the patient communicated with.
Everything is configured according to your wishes. If a doctor wants to see all customer information in a single format, this is easily configurable. If the generally accepted reporting requirements change, it can also be "customized" to the new format.
Key CRM modules
Patient 360°
This is an electronic patient record that displays a comprehensive history of interactions with the clinic, including visits, treatment plans, prescriptions, allergies, payments, signed documents, and recommendations. All actions are automatically recorded to make sure that no data gets lost when a doctor or administrator makes a change. Data from medical equipment, laboratories, and insurance programs is integrated into a single profile, significantly enhancing service.
The patient profile adjusts to each doctor's specialty — for example, it looks different for a general practitioner than for a surgeon. There is support for attaching files, photos, videos, and 3D images.
The system utilizes contextual auto-fill logic, which pulls necessary data from the visit history, suggests standard protocols and common doctor recommendations, and automatically fills in some information based on previous entries. This saves a lot of time on paperwork and helps prevent human error.

Appointment management
Appointment scheduling takes into account doctors' schedules, procedure durations, vacations, overlapping appointments, operating hours, and actual workload. The system records the entire booking history, allows you to see missed or rescheduled visits, and forecasts daily and weekly workload.
Support is provided for self-scheduling from the website via a form, mobile application, or contact center. Patients can select a doctor, service, and date, and the CRM will suggest available time slots, verify for duplications or conflicts, and offer alternatives if necessary.
Electronic queues, SMS/email reminders, and call-tracking systems are integrated. Managers receive a panel for manual appointment management featuring filters, advanced search, and priority options. This helps reduce the number of empty slots and evenly distributes patient flow.

Services & payment tracking
Healthcare CRM systems standardize all payment options, including cash, online payments, insurance coverage, and prepayments. The system enables the configuration of complex combinations, including partial payment for a single service from different sources, coverage by insurance, and various income data. All this is automatically saved in the patient's profile.
The system is fully integrated with popular payment platforms, including Stripe, Braintree, and Square, enabling users to make payments through the website or mobile app. Flexible pricing is offered through individual prices for regular customers, package deals, category discounts, and promotions. All these conditions are automatically applied when you create a visit or generate an invoice. The CRM also stores the billing logic, simplifying repeat reconciliations and payment control.

Doctor dashboard
Each doctor works in their own environment and has access only to their patients, visits, medical history, prescriptions, and protocols. Attached files — images, analyses, photos — are available with one click and are automatically saved in the patient's chart. The user interface is adapted to the real workflow, from the quick creation of a referral to the fast completion of a similar protocol.
The system supports medical completion templates, reminders for mandatory fields, and automatic prompts for treatment standards. Electronic signatures and secure input allow for the complete elimination of paper documentation. Built-in logic links records to prescription modules, service histories, payments, and insurance scenarios, so doctors don't have to waste time searching for or transferring data.

Staff management
The CRM enables you to establish precise bonus calculation formulas for each role, including physicians, administrative staff, and call center employees. The KPIs take into account both quantitative and qualitative indicators — number of appointments, repeat visits, average review, NPS, speed of response, and lead conversion.
Performance dynamics are displayed in the form of dashboards that are accessible to department managers. Recorded deviations, or "dips," are automatically highlighted and can be broken down by specific day or employee. This lets you not only see how things are going but also jump in quickly when something goes wrong, without needing spreadsheets or long reports.

Quality control
Any situation that requires attention, such as a complaint, frequently postponed appointments, inaccurate payments, or an unanswered call, is logged as a separate case. There is a comprehensive event log, including the person responsible, status, response times, and reasons. All information is gathered in a service analytics feed that can be analyzed by location, shift, or type of violation.
In this way, "tension points" can be precisely identified, processes can be corrected before critical feedback escalates, and an internal culture of responsibility can be established. It's automated response scenarios for similar situations, action tracking, and a tool for growing the medical business: training, refining patient journeys, and strengthening trust.

Document management
The system manages a comprehensive digital archive of all types of medical and financial documents, including contracts, consent forms, records, discharge reports, invoices, certificates, and insurance forms. All templates are stored centrally and can be quickly retrieved for a patient or service.
It features an electronic signature function with integration into government registers (e.g., QES, BankID), automatically logging the signature date. The system includes an activity log and a deadline calendar. A custom medical CRM system reminds you of deadlines for renewing documents and monitoring approvals, and allows access by role. This saves time, reduces errors, and enables quick tracking of each approval process.

Reports & analytics
All key business indicators are displayed in interactive dashboards, including doctor utilization, branch efficiency, appointment conversion rates, average reviews, and frequency of repeat visits. You can see the correlation between traffic sources, patient feedback, marketing campaign results, and financial results.
The analysis operates in real time and eliminates the need for manual data entry. You can build custom reports. For example, how one service performed over time or how different branches compare on key metrics. The management gains a comprehensive overview of the clinic's operations. It can respond promptly to fluctuations in the processes, launch surveys, or set its specific analysis parameters for a given period.

Integrations
Our healthcare CRM software integrates with all major digital systems within a clinic, including laboratory information systems (LIS), insurance providers, telemedicine platforms, cash registers, telephony, SMS gateways, and external accounting or HR tools. All integrations are completed via secure APIs and include comprehensive documentation and technical protocols to ensure seamless connectivity and reliable data synchronization.
Data is transferred synchronously: referrals, laboratory results, tax documents, online appointments, and service status. Everything is integrated into a standardized system, a single interface. This reduces manual work, minimizes errors, and speeds up work with patients, both in physical locations and online.

Additional modules
The modules listed above represent only the basic CRM functionality for a clinic. The actual configuration depends on your specific business model. We design customized architectures and add other functional blocks as needed. These include, for example, an internal chat for employees, special modules for managing queues, controlling the expiration date of medical certificates, automatic routing of patients between rooms, or a customized system for creating service quality indicators. Everything you need, especially for you.

Why do clinics choose Asabix for CRM development?
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Frequently Asked Questions
A good CRM makes every patient interaction feel personal and connected. You can view the entire history, including not only visits and prescriptions but also emotional reactions, feedback, and levels of trust. This allows you to accurately predict workload, adjust communication, avoid repetitive questions, and reduce anxiety before a visit. The patient feels seen and understood; it's clear that the clinic is more than a business - it’s a team that genuinely cares about the person, not just the charts.
Firstly, a CRM enables all patient data to be recorded and a large part of the routine to be automated. In a modern clinic, this means not only electronic queues but also medical record review, multidisciplinary communication, resource allocation (e.g., ultrasound or laboratory tests), built-in standards for visit duration, automatic linking of appointments to insurance, targeted reminders, and transparent internal documentation logic. This is a whole other level of manageability and security, with all processes running in sync.
Development costs start at $15,000, but the final price depends on the technical specifications, including the number of specialties, branch locations, required modules, patient interaction features, and access rights. For a more accurate estimate of the scope of work, we can schedule an online meeting or visit your location to observe your processes in real-world conditions.
The interface is simple enough for any medical staff member to start using right away — no technical skills are needed. There are no extra fields, confusing buttons, or complicated menus. Features are clean and organized around real clinic workflows. The patient card always opens with one click. The CRM automatically "remembers" previous visits, pulls up recommendations, and suggests the necessary forms at the right moment, eliminating the need for staff to search for information. The data is entered quickly, thanks to auto-completion, and the system fills out some of the documents for you.
Even if the clinic employs specialists who still work with notebooks, the transition is stress-free. We've provided dozens of small details: quick access to repeat appointments, a list of typical services for each specialist, and fields with prompts and restrictions that prevent errors. The CRM adapts to each role — the doctor sees what they need, the administrator sees what they need, and the accountant sees what they need. And no one is distracted by things they don't need. If the clinic is large, you can even customize the home dashboard differently for each department or branch.
No, unlike off-the-shelf solutions. The CRM system our team has created for you is designed from the outset with a scalable architecture. You can add new locations, specialties, service types, and employee roles without modifying the core logic. Connecting a new branch is another key element of a unified system, and each new unit represents an additional branch in the digital structure. This includes its schedule, administrators, service sets, and its logo in documents, if required. All of this is done without duplicating customers or manually transferring data.
This is particularly important if you are considering franchising, expanding the network, or a partnership model. The CRM maintains its speed, logic, and control regardless of the number of branches or doctors you have tomorrow. There are no "upper limits" to scalability.

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