Healthcare CRM for Clinics and Practices
Capture every patient inquiry, book appointments and keep referral sources organized. KudosCRM adds role-based access and an audit log, so your team knows who changed what.
14-day free trial of Professional, no credit card required.
Lakeside Clinic · New Inquiry
Stage: Appointment Booked
Inquiry received
Web form created a lead
Owner assigned
Routing rule, by source
Appointment booked
Booking page, on the Meetings calendar
Intake follow-up task due
Assigned to the front desk
Check-in sequence queued
Starts after the visit
What Is a CRM for Healthcare?
A CRM for healthcare keeps patient inquiries, referral sources and follow-ups in one place. It manages the relationship side, from first inquiry to appointment to check-in, while clinical records stay in your EHR.
In KudosCRM
Stays in your EHR
How Does a Practice Move an Inquiry to a Booked Appointment?
Four steps take a patient inquiry from a web form to a booked visit, with the history on one record.
Capture the Inquiry
Put a form on your site. Each submission lands in an inbox and creates a lead, so no inquiry waits in an email thread.
FormsRoute to the Right Person
Routing rules assign an owner as each lead arrives, so the right team member sees it first.
Lead RoutingBook the Appointment
Share a booking link with event types and set availability. Bookings land on the Meetings calendar with the contact record behind them.
MeetingsFollow Up on Schedule
Enroll contacts in an email sequence and set task reminders, so check-ins go out between visits.
Email SequencesWhy Do Patient Inquiries and Referrals Fall Through the Cracks?
Inquiries, referrals and follow-ups live in different tools. Here is how KudosCRM closes three common gaps.
Without a CRM
Inquiries and referrals scatter across tools
With KudosCRM
One record per contact holds every email, note, task and meeting. Forms, inbound webhooks and imports all feed the same workspace.
Without a CRM
Follow-ups slip on long care cycles
With KudosCRM
Email sequences run multi-step check-ins with delays between steps. Tasks carry reminders, and My Day shows what is due today.
Without a CRM
Leadership cannot see how the practice is growing
With KudosCRM
Insights and reports read the same live data your team works in, so leadership sees the same numbers.
Control Who Sees What and Keep a Trail of Every Change
Practices run on trust. KudosCRM gives admins access controls and a searchable history of changes.
Role-Based Access Control
Invite your team, group them and pick roles. Fine-tune the permission matrix as your team grows.
Encryption in Transit
Data moves between your browser and KudosCRM over TLS.
Tenant Data Isolation
Each workspace is a separate tenant, so your records stay apart from other customers'.
CSV Export
Export lists and the audit log to CSV when you need the data outside the CRM.
Audit Log
IllustrativeFilter by person, search a record, export to CSV.
KudosCRM is a CRM, not an electronic health record. Keep clinical notes in your EHR, and talk to us about compliance requirements before you store sensitive health data.
See Which Referrals and Inquiries Are Stuck Before They Go Elsewhere
The pipeline board shows every referral and inquiry by stage, so you can see what is moving and what has sat still.
Stages that match your process
Create separate pipelines, such as referrals and new inquiries, and set your own stages on each.
Rot flags on aging cards
Cards that have sat too long get flagged, so a quiet referral stands out before it is lost.
Saved views and an owner rail
Get to my open referrals this month in one click, and bulk-move or reassign from the bulk bar.
Know Every Contact's History Before You Pick Up the Phone
Open one record to see the emails, notes, tasks and meetings tied to a contact, with a timeline that updates live.
Explore Contacts and Companies
Custom fields for your practice
Add the fields your team needs, such as preferred location or referral source.
One shared tag library
Tag inquiries, referrers and partners from one library, and merge duplicate tags as the list grows.
Import with a revert option
Bring contacts in from a spreadsheet, map your columns, review the per-row report and revert a bad run.
Let Automation Handle the Follow-Up Busy Teams Forget
Automations are no-code workflows. Pick a trigger, add conditions, then add actions that fill in record details for you.
A new inquiry arrives
Start the workflow from an event, such as a new lead.
The lead comes from a given source
Add conditions so the workflow only fires when it should.
Assign the owner and create the first-contact task
Actions pull in record details with merge variables.
Dry-Run Before You Switch On
Test every edit first, then flip the status toggle once the result looks right.
Every Run Is Logged
Inspect each run, see what failed, fix the cause and retry.
Route Inquiries to the Right Team Member
Rules match on source, lifecycle stage or title and assign the owner automatically.
Book Appointments and Keep Contacts Engaged Between Visits
Care is a long relationship. Keep appointments on one calendar and past contacts in view.
Booking Pages for Appointments
Create event types such as a consultation or an intro call. Contacts pick an open slot and can reschedule or cancel themselves.
Explore MeetingsSequences for Check-Ins
Enroll past contacts in a multi-step sequence, with delays between steps and a funnel from opens to meetings.
Explore Email SequencesTasks and Reminders
Set a reminder on any task, and use My Day to see which calls and follow-ups are due today.
Explore Task ManagementPricing
What Does KudosCRM Cost for a Healthcare Team?
Per seat, published, with a 14-day Professional trial and no card. Small practices start on Free or Basic. Groups running several pipelines choose Professional.
Free
Solo practitioners
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small practices
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing groups
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-location groups
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.
CRM for Every Kind of Healthcare Team
Solo practices and multi-location groups both depend on fast replies and steady follow-up.
Integrations
Works with the Tools You Already Use
Connect Outlook or Gmail so email lands on the right record, Zoom for video calls, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
Start free today
Keep Every Inquiry, Referral and Follow-Up in One CRM
Capture the inquiry, book the appointment and keep a trail of every change.