Inquiries Can Get Lost
Sales opportunities may be missed when inquiries from different channels are not collected in one shared system.
CLINIC CRM SOFTWARE
Manage Clinic Inquiries, Appointments and Customer Follow-ups in One CRM
Track new inquiries, conversations, appointments, tasks and communication history centrally with DinamikCRM.
Track new inquiries and contact requests without losing opportunities
Make appointments and follow-up activities visible across the team
Manage WhatsApp, phone and email communication together with customer history
Try free for 14 days. No credit card required.
app.dinamikcrm.com
New Inquiries
24
Today's Appointments
11
Pending Follow-ups
8
New Inquiry
Emily Davis
WhatsApp Inquiry
Call today
Brian King
Web Form
Initial conversation pending
Conversation / Appointment
Sophie Young
Phone Conversation
Appointment: 2:30 PM
Follow-up
Mark Adams
Existing Customer
Follow-up conversation
Inquiry Tracking
Appointment Tracking
Tasks & Activities
Multichannel Communication
Customer Follow-up
Automation
ORGANIZE YOUR CLINIC COMMUNICATION PROCESS
Are New Inquiries, Appointments and Follow-ups Tracked in Different Places?
When communication depends on calls, WhatsApp, web forms and personal notes, new inquiries and follow-up activities can easily be missed.
Callbacks Are Missed
People who need to be contacted or updated may depend on personal reminders.
Appointments Are Disconnected
The overall process becomes fragmented when conversations and appointments are kept separately from customer history.
Follow-ups Are Forgotten
Calls and follow-up activities after the initial conversation may be overlooked.
Team Visibility Is Limited
It may be unclear who is responsible for each inquiry and what the next action should be.
Conversion Is Hard to Measure
The journey from initial inquiry to conversation and appointment may not be visible in one shared view.
SY
Sophie Young
New Inquiry
Active Follow-up
Inquiry Source
WhatsApp
Last Contact
September 10, 2026
Next Activity
Appointment Call
CUSTOMER 360
See the Communication History of Every Inquiry on One Screen
Manage contact information, inquiry source, conversations, activities and next follow-up steps in one centralized customer history.
See inquiry source and communication history together
Bring calls, messages and conversation activities into one customer record
Make the responsible team member and next action visible
Preserve shared customer communication history across the team
FROM INQUIRY TO FOLLOW-UP
Make the Process Visible from New Inquiry to Appointment and Follow-up
Manage new inquiries through the first conversation, appointment and follow-up stages within one shared CRM process.
See the current stage of every new inquiry
Turn first conversations and next activities into a standard process
Share appointment and follow-up responsibilities across the team
Make conversion from different inquiry sources more visible
New Inquiry
First Conversation
Appointment
Follow-up
Planned Activity
Initial Conversation Appointment
Scheduled
Customer
Sophie Young
Date
September 11, 2026 - 2:30 PM
Responsible
Alice K.
Inquiry Source
WhatsApp
APPOINTMENT & ACTIVITY TRACKING
Manage Appointments and Conversation Activities Together with the Customer Process
Track planned conversations and appointments together with the customer record and responsible team member.
Connect conversations and appointment activities with customer records
See the responsible team member and scheduled time
Add next follow-up tasks to the customer process
MULTICHANNEL COMMUNICATION
Bring Conversations from Different Channels into Shared Customer History
Make customer communication through WhatsApp, phone and email part of your CRM process.
Manage WhatsApp inquiries together with customer processes
Connect phone conversations and activities with customer records
Track email communication within shared customer history
WhatsApp
Manage new inquiries and conversations together with CRM processes
Phone
Add calls and conversation activities to customer history
Email
Track correspondence within shared customer history
Automation
Follow-up After Appointment
Active
Trigger
Appointment activity completed
Action
Create follow-up task
Notification
Notify responsible team member
CLINIC CRM AUTOMATION
Move Callbacks and Follow-ups Beyond Personal Reminders
Build CRM automations that create tasks and notifications after defined activities.
Create follow-up tasks after appointment activities
Create team notifications for pending inquiries
Standardize repetitive follow-up steps
WHO IS IT FOR?
For Clinics Managing Inquiries, Appointments and Customer Communication
DinamikCRM's flexible structure can be configured for different clinic sales, inquiry and customer communication processes.
Dental Clinics
Manage new inquiries, conversation activities and customer follow-ups through one CRM process.
Aesthetic Clinics
Manage inquiries from different channels, appointments and follow-up tasks centrally.
Eye Clinics
Make inquiry communication and next customer activities visible across the team.
Beauty Centers
Track prospects, conversations and repeat communication activities through one CRM process.
Private Clinics
Manage customer communication, appointment activities and team tasks through one shared system.
Multi-Location Clinics
Make inquiry and team follow-up processes more visible and standardized.
Move New Inquiries and Follow-up Opportunities Beyond Personal Notes
Start managing inquiries, appointments, tasks and customer communication through one shared CRM process.
FREQUENTLY ASKED QUESTIONS
About Clinic CRM Software
What is clinic CRM software?
Clinic CRM software helps centrally manage new inquiries, customer communication, conversation and appointment activities, tasks and follow-up processes.
Can DinamikCRM track clinic inquiries?
Yes. New inquiries can be tracked together with customer records and activities through the CRM process.
Can appointments and conversations be tracked?
Yes. Appointment and conversation activities can be managed together with the relevant customer record, responsible team member and follow-up tasks.
Can clinic follow-up processes be automated?
Yes. CRM actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
Is DinamikCRM a medical patient record system?
This solution focuses on customer relationships, inquiries, communication, appointment activities and follow-up processes for clinics. It is not positioned as a medical patient record, diagnosis or treatment management system.
Manage Clinic Inquiries and Customer Communication in One Place
Use DinamikCRM to make new inquiries, appointment activities, tasks and customer follow-up processes more organized and visible.