Conversations by state
On track
Due soon
Late
Simple CRM.
Smarter growth.
Built for clinics
CR8 CRM
Every message.
One queue.
Every way a patient reaches your clinic — one inbox, one patient record, one clock. And a diary that only ever offers a time that is really free.
Book a live demoFig. 1 Every door a patient can knock on leads to the same queue.
8
ways work gets in
7
live message channels
11
screens, each one switchable
5 min
sweep that catches late work
CR8 CRM — Inbox
CR8 CRMThe doors
02
Eight ways in.
A patient messages, calls, or fills in a form. Reception sees one queue.
WhatsApp CloudMessage
WhatsApp QRMessage
Instagram DMMessage
MessengerMessage
TelegramMessage
EmailMessage
Web chatMessage
Yeastar PBXCall
Lead formsSubmission
WebhooksSubmission
CSV importSubmission
AI repliesAutomatic
Normaliseone shape
Identifywho is this
Threadopen or reopen
Routeteam & agent
Clock startsworking hours
On screenno refresh
Fig. 2 What runs before anyone sees the message — about two seconds.
+971 50 995 6240
00971509956240
0509956240
=
FT
One patient. One history.
The same person on every channel — never three records.
CR8 CRMInside the inbox
03
Agents answer.
We do the admin.
Inbox — thread · WhatsApp
1
2
3
4
5
- 1Every channel, one queue
- 2Who they are, across every channel
- 3A composer that knows the channel's rules
- 4Saved replies, internal notes, @mentions
- 5Their appointments, calls and history, beside the thread
Insights — service
Example figures
Conversations by channel · 30 days
94%
answered inside the promise
4 min
median first reply
Replying is what opens a patient record — so wrong numbers never reach your pipeline.
CR8 CRMThe diary
04
A time you offer
is a time that's free.
One engine answers "is this bookable?" — and the calendar, the lead drawer, the booking page and the waitlist all ask it. They cannot disagree.
Dr. Sara HaddadDermatology
Dr. Omar NasserDermatology
Lina KassemPhysiotherapy
09:00
ConsultationAisha M. · Room 2
Free
Physio 2 of 6Karim B.
09:30
Laser follow-upNoor S. · Room 1
ConsultationRami T.
Google calendar
10:00
Free
PeelDana F. · Room 1
Free
10:30
Room turnaround
Free
Physio 4 of 6Hala N.
11:00
ReviewYusuf A.
Break
Free
Dr. Haddad
Dr. Nasser
Lina Kassem
Offerable
Not available
Fig. 3 One column per practitioner. Nothing bookable is ever shown as free — and nothing free is hidden.
Practitioner
Free, and qualified for this treatment.
Treatment room
Only for treatments that need one.
Working hours
Theirs, not the clinic's average.
Turnaround
Cleaning-down time after the last patient.
Their own calendar
Anything they blocked out in Google.
The refereeTwo receptionists, one 3 o'clock
Both were told the truth a moment ago. The clash check runs again at save, and the second booking is refused — naming whoever got there first.
In stepBooking a patient moves their record
The status turns Booked and the booked date follows the appointment whenever it moves. Mark a record Booked with nothing in the diary and it says so, and offers to fix it.
Appointments — week view
CR8 CRMNo-shows
05
Fewer empty chairs.
Confirmations and reminders go out on the channel the patient already writes to you on. Nothing to set per booking.
On bookingConfirmation
With a link to manage it.
24 h beforeReminder
WhatsApp, or email.
2 h beforeReminder
Hours are yours to set.
If it movesRe-confirm
A move un-confirms the booking.
AfterHow did we do?
One question, scored 1–5.
Fig. 4 The whole reminder schedule — set once, for the clinic.
Never outside opening hours
A 3am reminder is a reminder that costs you a patient. It waits.
Never late
"Your appointment is in two hours", four hours late, is not a late reminder. It is a wrong one, so it is dropped.
Never into a closed window
WhatsApp shuts a thread 24 hours after the patient's last message. The reminder falls back to email, and records that it did.
Waitlist
The ninety seconds after a cancellation
The freed slot is offered to the first patient waiting who can take it — one at a time, held for them, passed on if they don't answer. Blasting it to everyone produces a race and a receptionist apologising.
OfferedHeld 15 minPassed on
Courses
Six sessions, a fortnight apart, in one action
Each session is a real appointment with its own reminders, movable on its own — or shift the whole remaining series. Sessions that can't land on their ideal date are shown to you before anything is booked.
1 · 2 · 3 booked4 moved +1 day5 · 6 booked
Replies that do somethingCONFIRM or CANCEL, in one word
Deliberately narrow: only those words, only against the soonest upcoming appointment, and only when we actually asked — so "yes" to a different question can never cancel a visit.
Statuses that stamp themselvesSay what happened
ScheduledConfirmedArrivedAttendedNo-showCancelled
CR8 CRMOnline booking
06
Your diary,
Your diary,
on your website.
A public page showing the same free slots your front desk sees. Off until you switch it on.
yourclinic.com/book/dermatology
Step 1Choose a treatment
Only the ones this page lists.
Step 2Choose a practitioner
Or let the clinic decide.
Step 3Pick a real slot
Live from the same engine.
Step 4Leave details
Patient record and booking, created together.
The page is the allowlist
A treatment left off cannot be reached by editing the request.
Nothing leaks
A time is free, or simply absent. No response reveals another patient.
Bots and floods
Rate limited per number, honeypot field, throttled slot search.
Manage your booking
A signed link that rotates every time the appointment moves.
CR8 → Google
Every booking lands on their calendar
With the patient invited if you want — so they get a real calendar entry, Google's own reminders, and their RSVP comes back here. A Meet link for remote consultations.
Google → CR8
Everything else becomes busy time
A practitioner blocking out Thursday in the app they actually live in makes Thursday unbookable here. Drag one of our bookings and it comes back as a reschedule — and the patient is told.
CR8 CRMThe patient record
07
One card.
Everything you know.
AM
Aisha Mansour+971 50 995 6240 · WhatsApp
BookedDermatologyInstagram ad
TreatmentLaser — course of 6
PractitionerDr. Sara Haddad
Next appointmentTue 22 Sep · 09:30
ValueAED 4,200
Follow-upCall back Thu
Came fromInstagram DM · 4 Sep
Where they came from
Channel, campaign, lead form or referral — decided by the conversation, not by what someone typed into a form.
Follow-ups that chase you
Logged per patient, due today on top of the queue.
Notes and attachments
Referral letters, before-and-afters, consent forms.
Value and outcome
Treatment value, department, and a reason when it's lost.
Bring your list
CSV import with a source column.
Merge duplicates
Two records of one patient become one, history intact.
Your own lists
Statuses, treatments, departments, sources, lost reasons — all yours to name.
Capture pages
A form per campaign, each with its own assignment order.
CR8 CRMTelephony
08
The phone rings.
You already know who it is.
Connect a Yeastar PBX and the console answers before your receptionist does.
Incoming call+971 50 995 6240 · ringing
PatientAisha Mansour
Last message"Can I move Tuesday?"
Next appointmentTue 22 Sep · 09:30
PractitionerDr. Sara Haddad
Previous calls3 · last 11 Sep
Open their diaryLog the call
Screen pop
The record opens at that number while the phone is still ringing.
Recordings on the record
Every call logged against the patient, recording attached.
Softphone in the browser
Take and make calls from the console — no handset needed.
Callbacks & targets
Missed calls become callbacks; daily call targets per agent.
Fig. 5 What reception sees before picking up.
CR8 CRMAI
09
A second pair of hands
at the front desk.
Off by default. Per channel, you choose how far it goes.
Mode 1Off
Nothing is drafted, nothing is billed.
Mode 2 · defaultSuggest
A draft appears beside the thread. Offered, never inserted — it won't overwrite what an agent is halfway through typing.
Mode 3Auto
It answers. Marked as automated, so it never claims the first response your promise is measured on.
Fig. 6 A bad suggestion costs an agent three seconds. A bad auto-reply is something your clinic said to a patient — so Suggest is the default.
It only knows what you tell it
Opening hours, treatments, prices it may quote, and what it must never promise.
It knows when to stop
An agent already replied, the patient asked for a human, the thread is assigned — it stands down and records that it looked.
Metered in credits
A price per call, not per token. Every call writes a ledger row you can read.
And every morning, it reads your clinic back to you.
Twenty detectors run on your own numbers — a figure now, a figure before, a threshold. The model explains what they mean; it never goes hunting for problems on the mornings when nothing happened.
7Patients & pipeline
Volume against the four-week average, stalled records, never followed up, a source gone quiet, a lost reason taking over.
5Conversations
Waiting over a day, breach rate against the last three weeks, reply-time drift, unread backlog, windows about to close.
4Agents
One person holding far more than the rest, slower first replies, assigned but silent, ratings gone soft.
3Channels
A channel that carried traffic for a month and nothing for three days — an expired token looks exactly like a quiet week.
1Data quality
The same phone number on more than one patient.
Fig. 7 Findings are deduplicated across runs, clear themselves when the numbers recover, and never come back once dismissed.
CR8 CRMInsights
10
One screen.
Three questions.
One date range and one channel filter across all of it.
SalesAre we converting?
Patients in, how many booked, conversion rate, by status, by treatment, by agent.
ServiceAre we answering?
Conversations, first-response times, promise compliance, satisfaction.
AppointmentsIs the diary full?
Booked against attended, no-show rate, and how full each practitioner was — measured against their own hours, so part-time isn't reported as idle.
Scheduled reportsExample figures
Booked against attended · 6 weeks
In your inbox, on a schedule
DailyWeeklyMonthlyYearly
Choose the hour, the recipients, and what goes in: patients, calls, agents, follow-ups due. Attach a PDF for the owner who forwards it.
PDF attachedSend log
6%
no-show rate this month
83%
diary utilisation, Dr. Haddad
Insights — sales & service
CR8 CRMPromises
11
A promise
with a clock on it.
Two deadlines per priority — time to first reply, time to resolve — both counted in your working hours.
Your hours, not the clock's
Time zones, split shifts, public holidays. An overnight message doesn't burn the promise.
Per priority
Urgent and routine don't get the same promise.
Paused while it's their turn
Waiting on the patient doesn't count against you.
Warned before it's a problem
Due soon is a threshold you set, not a surprise.
Satisfaction
One question, after the visit
Sent on the channel they already use, a set time after the thread closes — with a cooldown, so a regular patient isn't asked every week.
12345
A reply of "5" is scored and the thread stays closed. Nobody owes an answer to the word "5".
Presence
Work only goes to people who can take it
Away, offline, or already at capacity — all three are skipped. An agent holding fifteen live chats is not really holding fifteen live chats.
Available · 3 of 8At capacityAwayOffline
CR8 CRMFit
12
One product,
sold several ways.
Around thirty switches. A clinic that never bought WhatsApp never sees a WhatsApp tab — and the endpoint behind it refuses the call.
Inbox
Appointments
Reminders
WhatsApp
Instagram
Waitlist
Routing & SLA
Insights
Online booking
Google Calendar
Treatment rooms
Courses
Yeastar PBX
Softphone
AI replies
Satisfaction
Fig. 8 One clinic's configuration. Nothing is painted and then taken away — a tab never flickers on before something decides it shouldn't exist.
AgentTheir own work
Their threads, their patients, their callbacks, their diary.
SupervisorEveryone's work
All data, assignment, coverage targets, imports, merges, scheduled reports.
ManagerHow it's wired
Channels, routing, promises, integrations, lists, forms, diary setup.
Patient data stays where you put it
Run it on your own server, or let us host it. Your database, your backups, your call.
No back door
None of the three roles can open the admin desk. The console is the product, and it's the only way in.
Your name on it
Name, logo, accent colour and currency are settings — including the emails patients receive.
CR8 CRMTalk to us
13
See it running on
your own clinic's data.
A live demo with your treatments, your practitioners and your opening hours in it — not a generic tour.
Or book a demo at a time that suits the clinic.
Half an hour, on your own numbers. We set the diary up with your practitioners before we start, so you are looking at your clinic, not ours.
CR8 CRM — omnichannel CRM for clinics
Simple CRM. Smarter growth.