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Clinics & Professional Services

AI Manager CRM for clinics and professional service teams

Professional teams need follow-up that respects client history, payment state, notes, and human review.

Operator brief
Starter US$49
Revenue leak

Client notes are disconnected from scheduling

Business value

Recurring appointment workflows with client context

AI control

Summarize client history before an appointment

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FavCRM helps clinics, consultants, advisors, allied health teams, and professional service firms coordinate appointments, notes, invoices, tasks, and controlled client communication.

Customers

Client records

Revenue

Invoices

Turn daily operations into trackable revenue workflows.

This is not another place to store contacts. FavCRM joins booking context, customer history, payment state, WhatsApp, and the approval queue into one timeline so AI can assist without taking control away from the operator.

First, close the places money leaks

  • Client notes are disconnected from scheduling
  • Follow-up tasks disappear after the appointment
  • Invoices and overdue payments are chased manually
  • Sensitive messages need review before they leave the team

Make it a repeatable workflow

  • Recurring appointment workflows with client context
  • Client timeline for notes, bookings, invoices, tasks, and communication
  • Payment reminders and quote follow-up with approval gates
  • AI summaries and next-step drafts before client handoff

Keep AI inside controlled work

  • Summarize client history before an appointment
  • Draft invoice follow-up with payment context
  • Create a task after a consultation note
  • Queue sensitive WhatsApp replies for review

From customer action to approved execution

AppointmentsClient recordsInvoicesTasksWhatsAppApprovals
01

Client books an appointment

02

Notes, invoices, and tasks attach to the profile

03

AI drafts next-step follow-up

04

Professional reviews the message

05

Payment and communication history remain audit-ready

Start Free. Go production on Starter.

Free / Starter US$49 / Growth US$149 / Enterprise. Every industry uses the same AI Manager CRM; the workflow and defaults are tuned to the operator.

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FAQ

Can FavCRM store client notes with bookings and invoices?

Yes. Client history, appointments, invoices, tasks, and communication can live on the same timeline.

Can sensitive client messages require approval?

Yes. AI-drafted messages can be held for human approval before sending.