A CRM built for clinics and practices
A patient CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for clinics and practices, then customize patients, appointments, and recalls to your workflow.
Sound familiar?
- Per-seat patient CRMs get costly as your practice grows.
- Generic CRMs ignore appointments and recalls.
- You want your patient data on infrastructure you control.
Your Clinics and practices preset, ready on day one.
Start from a configuration built for clinics and practices. Customize anything beyond it.
- Patient and contact record types
- Pipeline stages from intake to booked
- Recall and follow-up task templates
How it works in practice.
Intake to booked appointment
New patients are captured and moved toward a scheduled visit.
Recalls and follow-ups
Never lose a recall, follow-up tasks keep patients coming back.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. The preset is a starting point, change anything.
- No. It's flat-priced with unlimited users, cloud or self-hosted, add your whole team.
Can I customize fields and stages?
Do I pay per provider?
A CRM built around recalls, not a generic contact list
A patient relationship rarely ends at one visit. Someone comes in for a cleaning, a physical, or a follow-up, and the value of your practice is in bringing them back on schedule: six-month recalls, annual checkups, post-treatment follow-ups. Rented CRMs treat every patient as a generic "contact," charge you per provider, and ignore the recall cadence that actually keeps chairs full.
Nanobox CRM ships with a clinic preset: patient and contact record types, an intake-to-booked pipeline, and recall task templates you can tune to your visit intervals. When a patient finishes a visit, the next recall is already queued, so front-desk staff aren't rebuilding a spreadsheet of who's due. A cancellation can trigger a waitlist task instead of leaving an empty slot, and referral sources stay attached to the patient record so you know which physicians and campaigns send you work.
Whether you run it in our cloud or self-host the source, patient data stays under your control. Adding a third provider or a second location never changes the price, it's flat with unlimited users either way. Rename stages, add fields, or wire up automations whenever your practice changes. See the pricing or explore the product.
Start your clinics and practices CRM free.
Start from the clinics and practices preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.