Customer Engagement
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
Learn more
CRM FOR CLINIC
Clinic CRM to manage patient appointments, reminders, follow-ups, and billing in one place. Built with Cleomitra
Keep bookings, billing, and marketing in one CRM. Cleomitra helps front-desk teams stay coordinated while owners get real-time insights into patients.
One CRM Platform for Clinic Teams, Operations, and Customer Engagement
Operations & Admin
Simplify internal work with better team management. Track tasks, manage staff activity, and keep operations organized and transparent.
Learn more
Marketing
Run both B2B and B2C marketing campaigns from one system. Reach customers and partners through WhatsApp, SMS, email, and social media.
Learn more
Communication
Send messages, schedule follow-ups, and run campaigns without missing any customer. Stay connected at every step of the customer journey.
Learn more
Everything You Need to Manage Your Clinic in One CRM
PLATFORM
Send automated reminders, confirmations, and marketing messages directly to your clients' favorite app to boost engagement.
Seamlessly connect your Instagram DMs to your booking system, turning inquiries into confirmed appointments instantly.
Calls
Make and receive high-quality business calls with integrated client history, ensuring you always have the full context.
Keep your clients informed with professional email campaigns, newsletters, and automated transactional updates.
Scheduling
Simplify your calendar with drag-and-drop booking, team management, and real-time availability sync.
Billing
Generate professional invoices, track payment status, and streamline your financial operations effortlessly.
Dashboard
Visualize your business health with real-time metrics on revenue, bookings, and customer retention.
TOOLS
Campaigns
Create and launch targeted marketing campaigns to re-engage dormant clients and attract new ones.
Contacts & Follow-ups
Organize client details and automate follow-up tasks to ensure no lead ever falls through the cracks.
Offers & Coupons
Drive sales and reward loyalty with customizable discount codes, seasonal offers, and gift cards.
Reports & Analytics
Gain deep insights into staff performance, service popularity, and overall financial trends.
Integrations
Connect with your favorite tools and payment gateways to create a unified and efficient workflow.
Roles & Permissions
Secure your data by assigning specific access levels and permissions to different staff members.
Notifications
Stay on top of your business with instant alerts for new bookings, cancellations, and payments.
Why Clinics Need a CRM
Most clinics still manage patient appointments through registers, phone calls, and handwritten notes. This leads to missed appointments, billing errors, and no structured way to follow up with patients who need a revisit or a medication refill.
Cleomitra's clinic CRM digitises the entire patient journey: online appointment booking, automated WhatsApp reminders, integrated billing, and follow-up messages after each visit — helping clinics see more patients with less administrative burden.
A Clinic CRM helps you:
- Patient appointment scheduling with reminders
- Automated WhatsApp follow-up messages
- Integrated billing and receipt management
- Patient visit history and records
- Daily appointment and revenue reports
Benefits of Clinic CRM
Better Appointment Management
Avoid double bookings and manage patients schedules easily with automated reminders.
Improved Patients Retention
Send automated reminders, offers, and follow-ups to keep patients engaged and coming back.
Centralized Customer Data
Store complete patients profiles including service history, preferences, and communication logs.
Marketing Automation
Promote packages, events, and seasonal offers through automated WhatsApp and email campaigns.
Business Insights
Track bookings, revenue, and patients engagement with real-time analytics and reports.
AI-Powered Automation
Let AI handle repetitive tasks — auto-replies, follow-ups, and smart reminders — so your team can focus on service.
Who Can Use Cleomitra Clinic CRM?
Cleomitra is designed for any clinic business that wants to automate operations, retain patients, and grow faster.
- Missed patient appointments and no-shows
- businesses dealing with manual — appointment registers and billing
- No automated follow-up for patients
- businesses dealing with difficulty — managing repeat patient visits
- businesses dealing with poor — visibility into daily patient flow
Why Cleomitra
Challenges Faced by Clinics
Here's what most clinics struggle with — and how Cleomitra solves each one.
Common Challenges
- Missed patient appointments and no-shows
- Manual appointment registers and billing
- No automated follow-up for patients
- Difficulty managing repeat patient visits
- Poor visibility into daily patient flow
How Cleomitra Helps
- Patient appointment scheduling with reminders
- Automated WhatsApp follow-up messages
- Integrated billing and receipt management
- Patient visit history and records
- Daily appointment and revenue reports
Frequently Asked Questions about Clinic CRM
Cleomitra is a top CRM for clinics, offering patient appointment scheduling, automated WhatsApp reminders, integrated billing, follow-up automation, and patient visit history — all in one easy-to-use platform.
Cleomitra automatically sends WhatsApp appointment reminders to patients before their scheduled visit. This reduces no-shows significantly and frees up staff from manual reminder calls.
Yes. Each patient profile in Cleomitra stores full visit history, billing records, and communication logs — giving doctors and staff complete context before every appointment.
Yes. Cleomitra sends automated WhatsApp follow-up messages after each visit, reminding patients about prescribed medications, next visits, or preventive care checkups.
Cleomitra plans start at ₹999/month for WhatsApp automation and a shared inbox (Engage Starter, up to 5,000 customers a month), with Engage Growth and Engage Pro at ₹1,499–₹2,499/month adding CRM, unlimited automation, reports and extra channels. Service OS plans add appointments, billing and inventory, starting at ₹2,799/month. Custom pricing is available for multi-doctor or multi-clinic setups.
Integration
All Your Business Tools,
Perfectly Connected
Cleomitra integrates with the platforms you already use — messaging, calling, and email — to keep every interaction unified in one connected omni-channel system.
Smooth-running Integrations
Your favorite tools, working together
Integrations
Why Choose Cleomitra CRM?
After using our client management software, our customers agree:
Higher customer return rate
80%80%
Increase in lead-to-sales conversion
90%90%
Faster customer engagement
75%75%