Build medical CRM software, no code required
Manage patient data, streamline communication, and enhance care coordination with a customizable CRM tailored for healthcare professionals.
Customize your CRM around your processes
Build a medical CRM that fits your workflow. Add only the views and features your team needs now, and update your setup as processes change.
Patient intake management
Appointment scheduling
Patient communications
Medical document storage
Referral tracking
Billing and payment tracking
Unify your patient data in real time
Connect spreadsheets, EHR systems, and other tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your practice.
Give every patient a custom, secure experience.
Provide patients and staff personalized, secure access to health records and appointments in a fully branded medical portal. Set up logins and permissions in minutes.
Easy, secure logins
Medical CRM works seamlessly on desktop or mobile. Patients and staff can access records or schedules anytime, anywhere.
Works on any device
Medical CRM works seamlessly on desktop or mobile. Patients and staff can access records or schedules anytime, anywhere.
Automations
Connect with existing healthcare tools to automate appointment reminders, follow-ups, and administrative workflows.
User groups
Provide separate logins for patients, practitioners, and admins, and create personalized dashboards for each group.
Advanced permissions
Apply granular rules so only authorized users can view or update medical info or appointments as needed.
Security
Protect patient health data from security threats. Softr’s CRM is fully compliant with SOC2 and GDPR regulations.
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An AI assistant for your sales
Let sales teams ask AI about leads or appointments—get instant answers, right inside your medical CRM system with Softr.
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 medical CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like patient intake, appointment tracking, or billing as your needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add patient portals, forms, or dashboards—all in one place, no extra tools.
Build a fully custom medical 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 medical CRM software today