Comprehensive Client Management and Communications App

Manage all of your contacts and clients from an online central hub. Easily stay in touch with all of your contacts within a moment’s notice and let them take action online for clients to book new/reschedule appointments, make payment for invoices/services, share documents, and so much more. AIMedPortal™ CRM can be used in all types of medical practices including veterinary medicine and general/specialty healthcare.

All the tools you need to manage your clients within a powerful CRM App

Improve Client Engagement

Stay in touch with all of your contacts at a moment’s notice, never miss a message, and provide convenient touch points to keep the communication going.

Marketing Audience Segmentation

Send out personalized emails and SMS to your customers using custom templates provided and segment clients based on their location, interests, and more.

Easy Payment Processing

Making online payments is a convenience your customers have come to expect. AIMedPortal™ lets you create and email invoices that clients can view and pay online, right from your own website.

CRM

Store, manage and label your leads, contacts and clients in one centralized online hub.

Calendar

Easily view and assign staff to any appointment or service. Also, send automated reminders to worry about no-shows.

Online Scheduling

Let your clients easily view available appointments online and schedule at a time convenient for them with our secure portal.

Invoice and Estimates

Send estimates, invoices and receipts in a matter of seconds

Online Payment Options

Accept payments on your website, Facebook page, email or via an invoice by adding customizable payment buttons.

Client Portal

Empower clients to self-serve online 24/7 through a personal client portal.

Lead Management

Stay organized and keep your clients close, building long-lasting customer relationships.

Marketing

Generate more business with customizable email campaigns & SMS marketing.

Funnel Leads Into The CRM

Make the most of your every lead from your site. With custom contact forms, your website can inject leads directly into your CRM