CRM · Clinic software
CRM with AI for clinics and offices
Visual sales pipeline with native WhatsApp and an AI agent that tracks every patient so that no interested party goes cold.
The problem in clinics and offices
The clinics and offices lose money every day for the same thing:
Paper files that are impossible to consult quickly
Absences that leave gaps in the agenda
Collections and invoices captured twice
What crm with ai Aura does to your clinic
Pipeline by stages
Each patient progresses through visible stages: from first contact to closed sale, with follow-up reminders for doctors and reception.
360 sheet of patient
Conversations, purchases, appointments and notes for each patient in a single file shared by the entire team.
integrated WhatsApp
You write to patient from the CRM and its response reaches the same file: zero separate apps.
AI that grades
The AI agent replies to the first message, qualifies the patient and assigns it to the correct pipeline 24/7.
Specific benefits
- No patient interested parties are lost due to lack of follow-up
- All history of patient visible before answering
- Immediate response at any time with AI
CRM doesn't live alone: at Aura it's connected to the rest of your clinic's operation — medical supplies sales, medical supplies inventory, WhatsApp, doctors and reception invoicing and payroll — on a single platform for $599 USD/month, without adding loose systems.
Frequently asked questions
What makes a CRM designed for clinics and offices different?
That speaks your language: the patient file saves what is important in your business, the pipeline reflects your real stages and the follow-up is sent via WhatsApp, which is where your patients respond.
Do I need technical training to use it?
No. The CRM is set up with a guided wizard and doctors and reception used from the browser or phone the same day.
Is it for a dental clinic, aesthetic clinic or general office?
Yes. The file, the agenda and the charges are configured by specialty: dental chairs, beauty booths or general offices with their own service catalogs.
Is my patient data secure?
Yes. The information travels and is stored encrypted (TLS 1.3 and AES-256), with automatic daily backups and access control by role for each team member.
Keep exploring
More in depth: CRM with AI · Clinic software
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Activate crm with ai on your clinic today
In the 14 day trial you configure crm with your real data and see it working with your patients. No implementers.
Start 14-day trial — $14 USDWithout permanence. Aura One Plan $599 USD/month with all modules.