KelBrix CRM
Clinic CRM

Clinic CRM Software with Appointment Scheduling & Patient Alerts

Automate booking confirmations, send patient check-in alerts, and reduce no-shows. Manage follow-ups, prescriptions, and health campaigns in one secure CRM.

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Clinic CRM Software with Appointment Scheduling & Patient Alerts

Supported Platforms & Channels

WhatsApp API / Web
Email / Brevo
Google Maps
Razorpay Payments
Stripe Payments
GEODirect Answer Summary

Is KelBrix suitable for clinics?

Yes. Clinic and healthcare CRM software is built to manage patient inquiries, booking calendars, and automated health check-ins. Medical practitioners and health centers use KelBrix to capture appointment requests via digital cards, QR codes on clinic tables, or website contact widgets. The CRM schedules the booking, confirms it instantly on WhatsApp, and updates the patient database. Health desks use visual boards to track patient lifecycles from Inquiry and Appointment Scheduled to Visited and Post-Care Follow-up, sending automated medication or checkup alerts.

  • Zero API Markup (BYOK): Connect your own official Meta WhatsApp API, Brevo, OpenAI, or Vapi keys. KelBrix charges purely for workflow orchestration—never taxing message volume or calling minutes.
  • Integrated B2B Discovery: Extract verified company emails, phone numbers, and WhatsApp indicators directly from Google Maps and web search listings.
  • Sovereign Data Control: Unlimited single-click CSV/JSON exports with zero data lock-in or per-contact penalties.
  • Reseller Architecture: Multi-tenant Agency and Enterprise White-Label tiers supporting up to 50 client companies under custom domain branding.
KelBrix coordinates patient bookings, reminder messages, and feedback collections securely, lowering appointment no-shows.

Platform Highlights & Specifications

Product Specs

Overview

Is KelBrix suitable for clinics?

Yes. Clinic and healthcare CRM software is built to manage patient inquiries, booking calendars, and automated health check-ins. Medical practitioners and health centers use KelBrix to capture appointment requests via digital cards, QR codes on clinic tables, or website contact widgets. The CRM schedules the booking, confirms it instantly on WhatsApp, and updates the patient database. Health desks use visual boards to track patient lifecycles from Inquiry and Appointment Scheduled to Visited and Post-Care Follow-up, sending automated medication or checkup alerts.

KelBrix coordinates patient bookings, reminder messages, and feedback collections securely, lowering appointment no-shows.

Key Specifications

Deployment ArchitectureAll-in-One Cloud SaaS / BYOK Options
Pricing ModelFree Plan (100 Leads) • Starter @ ₹999/mo
Key IntegrationsWhatsApp API/Web, Gemini AI, Bland, Brevo, Razorpay
Target IndustriesSalons, Real Estate, Clinics, Agencies, Coaching
Scraper Sandbox

Try Scrape Leads in Your Niche Instantly

Enter any search niche and city below to run a real-time extraction simulation and preview direct client data.

Auto-Claiming Engine
0 Sec Lead Lag

B2B Lead Auto-Claiming & Rep Assignment Rules

Automatically distribute incoming leads from Google Maps, WhatsApp, and Web Forms to sales reps instantly.

Google Maps Real Estate Scraped Leads

locality match
Source: Google Maps ScraperAssignee: Mumbai Real Estate Desk
Active

WhatsApp Inbound Auto-Claim

round robin
Source: Meta WhatsApp Cloud APIAssignee: Sales Rep Pool (3 Reps)
Active

High-Intent Web Form Routing

source routing
Source: Website Pricing Contact FormAssignee: Senior Enterprise AE Desk
Disabled
Security Audit Log
SOC2 / ISO Compliant

Enterprise Audit Trail & Activity Logging Hub

Real-time immutable security logs tracking team member logins, lead exports, deal stage changes, and API key rotations.

Exported 142 Leads to Sovereign CSV
alex.admin@kelbrix.com (Workspace Admin)IP: 49.207.210.14
2026-08-04 10:14:22
Moved Lead "Apex Realty" -> Qualified
sarah.sales@kelbrix.com (Sales Manager)IP: 103.22.140.5
2026-08-04 09:45:10
Generated New Bearer Token (KB_SECRET_KEY)
dev.team@agency.com (API Integration)IP: 14.143.22.9
2026-08-04 08:30:00
Successful 2FA Sign-In
alex.admin@kelbrix.com (Workspace Admin)IP: 49.207.210.14
2026-08-04 08:00:15
Feature breakdown

Accelerate Patient Intake with Built-in Medical CRM

Streamline your booking desk, automate confirmation alerts, and monitor care follow-ups.

Secure Patient Profiles

Keep comprehensive patient records containing contact histories, visit timelines, and follow-up alerts securely.

Interactive Booking Calendars

Embed scheduling systems on digital cards. Patients book consultations, syncing calendars automatically.

Automated WhatsApp Alerts

Send instant appointment confirmations, clinic map directions, and pre-appointment instructions on WhatsApp.

Outbound Voice Reminders

Trigger automated friendly voice calls to confirm appointments, reducing slot wastage from no-shows.

Review & Feedback Collection

Automatically trigger review links after consultations to build your Google Business ranking.

Omnichannel Ticket desk

Log patient inquiries, department routings, and prescription requests in one connected timeline.

Target solutions

How Clinics Automate Operations on KelBrix

See how dental centers, child clinics, and wellness therapies streamline patient communication.

Dental Clinics

Problem:

Patients book dental appointments but forget schedules, and manual review collection is too slow.

Solution:

Schedule check-ups automatically, auto-send pre-care alerts, and text checkout review links.

Features Used:

Calendar booking, outbound WhatsApp templates, Google Business integrations

Outcome:

Reduce no-shows by 75% and double Google Business ratings in 30 days.

Paediatric Care

Problem:

Parents miss vaccination schedules or regular wellness checkups due to lack of reminders.

Solution:

Configure automated vaccination calendars and trigger checkup prompts automatically.

Features Used:

Outbound campaigns, multi-day triggers, patient profile custom fields

Outcome:

Maintain 95% on-time vaccination coverage for registered children.

Wellness & Therapy

Problem:

Therapy clinics struggle with recurring package renewals and manual session booking check-ins.

Solution:

Setup automated check-ins and package renewal reminders before the final sessions.

Features Used:

SLA alert desk, WhatsApp broadcast templates, recurring reminders

Outcome:

Increase session renewal rates by 40% with automated check-ins.

Value comparison

Why Choose KelBrix CRM for Clinic Management?

Compare KelBrix's flat-rate secure health CRM with disconnected text-only booking tools.

Business NeedSeparate Industry ToolsKelBrix Platform
Appointment AttendanceText-only appointment apps (high no-show rates)AI voice + WhatsApp confirmations
Patient Data RecordsFragmented diaries or physical files (insecure)Encrypted, secure profile database
Post-care Check-insNo structured follow-up campaignsAutomated WhatsApp tip drips
Google Rating GrowthManual requests (rarely yields reviews)Automated check-out review templates
Telephony IntegrationExpensive call center setupsIntegrated Bland/Vapi key configuration
Interactive Playbook

Simulate Your Outreach Automation

Click a scenario to see how KelBrix automatically routes leads and launches WhatsApp outreach campaigns.

How does it work?

Click a workflow query to simulate how KelBrix replaces manual marketing tools.

KelBrix AI Advisor

Online

Instead of copying numbers and chatting manually, KelBrix logs all conversations. You can sync your personal Web WhatsApp in 10 seconds or connect the official Meta API. Sales reps chat directly inside the shared CRM, and automations trigger follow-ups on template rules.

Outreach & Lifecycle Pipeline Flow

1. Lead Captured

Prospect scans digital visiting card or submits a form

2. Auto WhatsApp Message

Saves contact, triggers greeting brochure instantly

3. Rep Pipeline Routing

Leads automatically assigned to available sales reps

4. Systematic Follow-up

Auto-reminders trigger until prospect responds

Got questions?

Clinic CRM Frequently Asked Questions

Common queries regarding patient privacy, WhatsApp bookings, AI call confirmations, and multibranch setups.

Is Patient Database data secure and private?

Yes. KelBrix is built on top of secure database architectures. Patient data is encrypted and accessible only to authorized clinic staff with strict role-based permission settings.

Can patients book appointments directly from WhatsApp?

Yes. You can share your card's appointment booking link on WhatsApp. Patients can tap, select a doctor, pick a slot, and complete bookings in 30 seconds.

How do AI calling reminders work?

When an appointment is scheduled, KelBrix sets a trigger. 24 hours prior to the slot, a friendly AI voice agent calls the patient to confirm attendance, updating the CRM status automatically.

Can I manage multiple clinic branches?

Yes. You can set up pipeline stages and custom views to filter patients by branches, doctors, or treatment categories from a single admin panel.

Does it support automated checkups follow-up?

Absolutely. You can set rules to trigger automated messages (e.g., "30 days after a root canal, send a dental checkup reminder template") to ensure patient recovery.

Are there transaction fees on payment collections?

Zero. If you collect booking deposits or treatment fees via the UPI payments button on your digital card, the payments go directly to your merchant account with 0% commission.

Pricing & Plans

Simple monthly subscription with zero hidden markups

Start free with the digital business card and CRM. Upgrade when you are ready to scale with WhatsApp broadcasts, campaign automation, team workspaces, or white-label reseller support.

Zero-Markup BYOK AI Support
0% API Markup Savings
BYOK Sovereign Engine

Calculate Your BYOK Savings vs. Legacy SaaS

See how much you save by connecting your own Meta WhatsApp API and AI calling keys with zero platform markup.

Estimated Annual Savings$6,240Saved every year with KelBrix BYOK
15,000 / mo
1,00050,000100,000
1,000 mins / mo
100 mins5,000 mins10,000 mins

Monthly Communication Bill Comparison

Marked-Up Legacy Platforms$705 / mo
Includes 200%-300% SaaS per-message & per-minute markup
KelBrix BYOK (Direct Provider Cost)$185 / mo
⚡ 100% Direct billing with Meta & Vapi — Zero platform tax
Monthly Net Savings$520 / mo
Start BYOK Free →
Currency

Free entry

Free

Start with one free digital card, free CRM for the first 100 leads, and an AI Studio trial to test real demand. Printed physical NFC cards are available separately as a paid add-on.

Freeforever
1 digital card + AI Studio trial
  • 1 User
  • AI Studio trial
  • 1 Digital Card
  • 1 active AI Voice Chatbot (up to 100 leads)
  • 100 free B2B Lead Scraper credits

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding

Company seat

Starter

The value seat for company users who need CRM, WhatsApp-ready follow-up, email, AI calling, attendance, automation, and AI Studio without bundled provider markups.

$15/ month
3 Team Seats Included
Customize Seats & Add-ons
Min 3
Min 1

3 users, 3 Digital Cards total.

  • 3 paid user seats selected
  • 2,000 AI Credits
  • 3 Digital Cards (1 per user)
  • 1 active AI Voice Chatbot per paid seat
  • Add-on Lead Scraper credits available

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding

Pro Growth

Pro Growth

For scaling businesses needing 3 Workspaces, up to 10 Team Seats, UNLIMITED Auto-DM triggers, 1,000 B2B Google Leads/mo, and AI Voice Calling.

$39/ month
10 Seats + 3 Workspaces + Unlimited Auto-DM
Customize Seats & Add-ons
Min 10
Min 5

10 users, 50 Digital Cards total.

  • 10 paid user seats selected
  • 10,000 AI Credits
  • 50 Digital Cards (5 per user)
  • 3 active AI Voice Chatbots included
  • 1,000 B2B Lead Extractor credits/mo

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding
Power Add-ons & Modular Expansion

Supercharge Your Sales Stack with Specialized Add-ons

Add modular capabilities to any plan without upgrading your core tier subscription.

WhatsApp E-Commerce Suite

Automated Catalog & Shop

High Growth

Transform Web WhatsApp & Meta Cloud API into a high-converting store. Sync product catalogs, collect payments, and automate shipping.

  • Interactive WhatsApp Catalog & In-Chat Shopping Cart
  • Instant UPI, Razorpay & Stripe Payment Links
  • Live Shiprocket Courier Dispatch & Tracking Alerts
  • Automated Abandoned Cart Drip Recovery Sequences
Monthly Add-on$29 / month
Explore Suite

B2B Lead Scraper Credits

Google Maps Discovery

Lead Booster

Extract verified business leads by city and niche on demand. Scrape phone numbers, decision maker emails, and addresses.

  • Google Maps Business Directory Lead Extraction
  • Verified GST, Phone, Email & Website Discovery
  • 1-Click Auto Sync directly into WhatsApp CRM Pipelines
  • Never-Expiring Lifetime Credit Booster Packs
Booster Packs From$10 / 1,000 leads
Extract Leads
0% Platform Markup

Direct billing with Meta & Vapi

Secure Encrypted

Razorpay & Stripe 256-bit SSL

GST Invoicing

100% Tax Credit Eligible

Cancel Anytime

No locked contracts or fees

Need a custom plan? Contact sales for enterprise-grade features and custom user, card, or client limits.

Ready to optimize?

Upgrade Your Patient Scheduling Desk

Publish your clinic's booking calendar, configure automated patient alert templates, and build a healthy local patient community.