CRM + ERP for clinics & dental practices
CRM + ERP for clinics & dental practices is custom management software built around a clinic's booking, treatment, and billing process, tracking appointments and multi-stage treatment plans through to recall reminders.
- The clinic books appointments through a notebook or personal Zalo, causing double-booked slots
- Many treatment cases span multiple stages and need progress and payments tracked per stage
- You want recall reminders sent automatically instead of front-desk staff calling each patient by hand
- Electronic medical records meeting Ministry of Health standards — this is a separate scope with its own review
- Budget under 35 million VND or you need it live next week — custom software needs a review and a few weeks to build
What this package includes
- Review the booking, examination, and billing process at the clinic
- Appointments, customer records, and multi-stage treatment plans
- Billing per treatment stage, with recall reminders via Zalo
- Supply stock consumed per treatment, and doctor commissions per service
- Front-desk/doctor permissions, training, and warranty per plan
Our process
- DiscoveryWeek 1
Review the booking, examination, and billing process at the clinic
- Agree on scope & sample screensWeek 2
Approve the appointment and treatment-plan screens and the list of modules to build first
- First module liveWeeks 3–6
Put appointments and customer records into real use, compared against the old notebook
- Expand modulesAs scheduled
Add multi-stage treatment plans, staged billing, and recall reminders on the agreed roadmap
- Handover & operationsAfter acceptance
Train front desk and doctors; hand over documentation and warranty per plan
Pricing
Starter
- CRM for patients + appointments, customer records
- 1 branch/warehouse
- 60-day warranty
Full operations
- CRM + multi-stage treatment plans, staged billing, recall reminders
- Management reports
- Zalo OA connection (Zalo message fees billed separately)
- 90-day warranty
Multi-branch
- Multiple branches/warehouses with branch-level permissions
- Integration with existing software after review
- 90-day warranty plus priority support
This range is an estimate for the standard scope and is confirmed after discovery.
Not ready to hire us for a full package? Start with a ready-made workflow
Zalo customer care sequence
New buyers automatically receive thanks, instructions, and timely repeat-purchase reminders through Zalo OA.
n8n workflow · 1,490,000 VNDAutomatic bank transfer reconciliation
When money arrives, automatically match it to an order, notify Zalo, and update the ledger. No more checking statements manually.