Build your own clinic CRM, no code required
Manage patient information, streamline communications, and enhance clinic operations with a customizable no-code CRM solution.
Add features that fit your clinic workflows
Design a CRM that matches your clinic’s processes. Add just the workflows and views your team needs now, and update them as you grow and change.
Patient record management
Appointment scheduling
Billing and invoicing
Document storage
Staff task tracking
Patient communication logs
Bring all your patient data together in real time
Connect spreadsheets, EHRs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clinic.
Custom access for every team. Built-in security, no dev time.
Empower your clinic staff with the right tools and access to manage patient relationships. Set up secure logins, user groups, and permissions—no IT support needed.
Advanced permissions
Give admins, practitioners, and receptionists tailored access and dashboards, so each role sees only what they need.
User groups
Give admins, practitioners, and receptionists tailored access and dashboards, so each role sees only what they need.
Automations
Connect your clinic CRM with tools like Make, Zapier, or N8N to automate appointment reminders and follow-ups.
Works on any device
Clinic staff can access and update CRM details securely from any device—mobile-ready out of the box.
Easy, secure logins
Allow staff to log in quickly using Google, email, or SSO—providing fast, secure access with no IT tickets.
Security
Keep sensitive patient data safe with SOC2 and GDPR compliance, plus strong access controls at every level.
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An AI assistant for clinic teams
Clinic staff can ask AI about patient info, appointments, or records—answers come instantly, right inside your CRM system.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your clinic CRM in minutes with drag-and-drop blocks and pre-built healthcare templates.
Consolidate your stack
Add features like patient records, appointment tracking, or billing as your clinic grows—no rebuilds needed.
Flexible as you grow
Start with a clinic CRM, then add intake forms, staff portals, or reports—all in one place, no extra tools.
Build a fully custom clinic CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your clinic CRM in minutes