CRM Medical


 Medical CRM system used to manage data for doctors, patients, and other medical staff. Key features include:

  1. Personal Information: Fields to store the name, contact info, age, nationality, and roles (e.g., doctor or patient).
  2. Tabs: Additional sections for contacts, sales/purchases, and internal notes.
  3. Activity Log: Tracks actions, like creating a new record.
  4. Configuration Menu: Options to manage departments, branches, statuses, and user roles (e.g., external doctors or employees).
  5. Invoice Section: Displays financial details related to the individual.

The system helps organize healthcare professionals, patient records, and operational workflows.


 Operation Types module in a Medical CRM system. It lists various medical procedures or operations, such as "Hydraulic Boston," "Varicocele," and "Testes Biopsy." Key features include:

  1. Search Bar: Quickly find specific operations.
  2. New Button: Add new operation types.
  3. Checkboxes: Select operations for bulk actions (e.g., edit, delete).

This module helps standardize procedures, streamline workflows, and maintain accurate records.


Status Management module in a Medical CRM, listing workflow statuses such as "Clinic," "Waiting," "Finance," and "Done."

  • Fold: Controls visibility in the main workflow.
  • New Button: Adds new statuses.
  • Search Bar: Quickly filters statuses.

Purpose: Streamlines workflow tracking and categorization.

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