Clinic CRM software: clinic CRM is the part of Clinov that helps a clinic manage new patient inquiries, follow up with existing patients, run recall workflows and communicate on WhatsApp. It is built around patients, visits and treatments, not a sales pipeline, and it sits on the same record as appointments and billing.
Free to start · No card · Works on web and mobile
Yuktii Clinic
Clinical workspace
Wednesday, 28 August 2026
See what’s happening in your clinic today
The key numbers your front desk and clinical team need right now.
Today collections
₹42.3K
12% vs yesterday
Outstanding
₹18.9K
No overdue invoices
Appointments
18
6 completed
Checked in today
4/ 18
Clinic flow on time
Ongoing treatments
7
Treatments in progress
Recalls due
9
Due within 7 days
New vs returning
Recall list: 9 patients due this week
August 2026
The real Yuktii dashboard — interactive, canned data. Try tapping an appointment.
Free to start
Full platform, no card, no time limit
GST-ready billing
Invoices and receipts in ₹
DPDP tools
Consent, data copy and nominee
Encrypted patient details
Role-based access and an audit log
The problem, and how Yuktii solves it
The problem
Someone asks about a treatment on the phone, and by the next day nobody remembers the quote or who was going to call back.
How Yuktii solves it
Record the person's details, the treatment they asked about, a quote range and consultation fee, and a follow-up date. Status moves from Open to Quoted, then Converted or Closed.
The problem
Details are typed once on paper and again at registration.
How Yuktii solves it
Converting creates the patient from the details already entered (name, contact, age, gender) and keeps the link to the original inquiry.
The problem
A half-finished course, a review that is due, a patient who has gone quiet.
How Yuktii solves it
Recalls that are overdue, due this week or upcoming sit beside the next visit of any multi-stage treatment. Each recall carries a status, so the team can see who is contacted and who has booked.
The problem
Reception works down a list on the phone between patients.
How Yuktii solves it
An admin sets the recall rules. The remind-tomorrow action lists who is due, lets you review, then sends the reminders.
The problem
Blast messages damage trust and can breach consent.
How Yuktii solves it
The preview shows how many patients are eligible and how many are excluded for no phone or no notification consent. Sending is tracked per patient (sent, failed, skipped).
What it does
Log new patient inquiries with a quote range and follow-up date
Convert an inquiry into a patient record in one step
One follow-up worklist: overdue, due this week, upcoming
Recall rules you set, with a remind-tomorrow preview
Book an appointment straight from a recall
WhatsApp appointment reminders, plus prescriptions and invoices as PDFs
WhatsApp campaigns to patient groups, on paid plans
Message history kept per patient
How it works
A clinic CRM keeps track of the relationship between a clinic and its patients: who enquired, who is due back, who has been contacted and what was said. In Clinov that is inquiries, follow-ups, recalls and WhatsApp messages, all attached to the patient record. It is not a sales-lead tool: it does not pull leads in from adverts or a website form, and your team logs each inquiry when it arrives.
Log the person's name and phone, the treatment or complaint they asked about, their preferred date, how they heard about the clinic, and an estimate range with the consultation fee and how many days the quote stays valid. Each inquiry has a status (Open, Quoted, Converted or Closed), a follow-up date and staff notes, and a summary shows this month's inquiries, open ones, conversions and follow-ups due. Phone, email and complaint are stored encrypted.
When the person books, convert the inquiry. Clinov creates the patient from the details already entered (name, contact, age and gender), marks the inquiry Converted and keeps the link, so nothing is typed twice and you can see which inquiries turned into patients.
The Follow-ups screen is a single worklist: recalls that are overdue, due this week or upcoming, alongside the next visit of any multi-stage treatment. Each recall has a status (Pending, Due, Overdue, Contacted, Booked, Completed or Cancelled), and you can book an appointment directly from a recall.
An admin sets the recall rules and can load a default set, so recalls follow the clinic's own intervals. The remind-tomorrow action lists the patients whose recall falls due tomorrow so you can review the list, then sends the reminders in one go.
Connect the clinic's WhatsApp number by QR code or pairing code. Appointment reminders go out automatically, and prescriptions and invoices can be sent as PDFs from their own screens; messages are logged against the patient. Message templates are managed by an admin, a failed message can be retried, and patients' replies are recorded in the same conversation.
Pick patients by the treatment they had, write the update once and send it. The preview shows how many are eligible and how many are excluded for having no phone or no notification consent. Campaigns go out through the WhatsApp Business API as an approved message template, not through the linked phone, and are paced. You see sent, failed and skipped for every patient, can retry failures, and an admin can cancel a running campaign. WhatsApp campaigns are included on paid plans, not on the free plan.
Reminders and campaigns skip patients who have not given notification consent. Patient phone numbers and emails are stored encrypted. Only admins can send campaigns.
For every specialty
The workflow is the same; the examination, charting and templates change by specialty.
Software that helps a clinic manage its relationship with patients: new inquiries, follow-ups, recalls and messages. In Clinov it is part of the same record as appointments, treatment and billing.
No. It is built for clinics: inquiries about treatments, patients due for review, recalls and WhatsApp messages tied to the patient record. There are no sales pipelines or deal stages.
No. Your team logs each inquiry, for example from a call, a walk-in or a referral. Clinov then tracks its quote, follow-up date and status, and converts it to a patient.
Reminders and campaigns skip patients without notification consent, and the campaign preview shows how many are excluded.
One-to-one messages go from the clinic's connected WhatsApp number. Campaigns are sent through the WhatsApp Business API as an approved message template instead, because sending many messages from a linked phone risks the number being blocked.
Paid plans (Solo, Pro and Enterprise). Inquiries, follow-ups, recalls and one-to-one WhatsApp messages are part of the platform.
What teams want from it
Your data
Clinic and patient data is the clinic’s own. A clinic admin can download all of it whenever needed as one Excel workbook, with a sheet each for patients, appointments, treatments, prescriptions, billing, payments, inventory and staff.
Send us your existing records as an Excel or CSV file. Our team maps the columns, checks every row for problems and imports your patients, appointments, treatments, prescriptions, invoices and payments after review. An import can be rolled back if something is wrong. Talk to us about switching.
Download the overview, today’s snapshot, revenue, expenses, patients, doctors, treatments, medicines, lab cases, stock and doctor commission as PDF reports. The analytics cover clinical, revenue, patient, doctor, inventory and operations views for any period you choose, with AI insights on top.
How it works
Create your clinic and pick your specialty in the setup wizard. No card needed.
Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.
Most clinics are live in under 10 minutes, with appointments, records and billing already connected.
Discover how Yuktii adapts to the way your specialty and practice work.
Or start for free.
