Clinics and medical centers
CRM for clinics and medical centers
Patient booking, doctor schedules and WhatsApp chats in one program. The administrator sees every doctor's free time.
30 days free, no card required. All modules are available during the trial.
- Patient booking
- Doctor schedules
- WhatsApp in the record
In brief
SotaCRM is a CRM for private clinics and medical centers in Kazakhstan: patient booking, doctor and room schedules, WhatsApp chats and payments in one program. It is a CRM for the front desk and for selling services. It is not a medical information system. For a clinic of up to 30 people, the Pro plan at 39 900 ₸ per month fits, with the Booking and Kaspi Payments modules included in the price (prices as of 4 October 2026).
- per month: Pro for up to 30 people, booking and Kaspi included
- 39 900 ₸
- per month: Start and online booking for up to 10 people
- 19 800 ₸
- of custom fields for the record, no limit on the number of fields
- 22 types
- free with all modules, no card required
- 30 days
Sound familiar
An ordinary day at the front desk
The phone is ringing, new messages arrive in WhatsApp, a patient is waiting at the desk.
09:40
Doctors' free time is visible from one computer, and only if the spreadsheet was updated in time.
In SotaCRM
Doctor and room schedules are in one calendar. The CRM will not book two patients for the same time.
21:15
A patient asked in the evening about the price of an appointment and a slot for tomorrow. The answer came in the morning.
In SotaCRM
The AI agent replies from your knowledge base: services, prices, addresses. With the Booking module it can book the patient.
Monday
The chat with a patient stayed on the phone of an administrator who went on leave.
In SotaCRM
WhatsApp chats are kept in the patient's record, and employees with access can see them.
How SotaCRM handles it
The front desk works in one window
A patient's messages, bookings and payments are collected in one record.
Doctor and room schedules
Services, doctors and rooms in one calendar. The CRM will not book two patients for the same time.
The Booking moduleOnline booking
The patient picks a service, a doctor and a free slot, and the booking appears in the schedule right away.
Answers to common questions
The AI agent replies in WhatsApp from your knowledge base: services, prices, addresses, opening hours. It hands complex questions to the administrator.
How the AI agent worksPrepayment and payments
A Kaspi invoice by phone number or QR, and the payment appears in the patient's deal.
The Kaspi Payments moduleFields for your front desk
Add the fields you need to the record, for example the source or an administrator's comment. 22 field types, no limit on the number of fields.
Customers and fieldsPermissions by role
You decide which employees see which records. On Business, the audit log shows who changed what.
Team and access
Example
A patient wrote in the evening
By morning the booking is already in the doctor's schedule, and the chat is in the patient's record.
- Patient: Hello. How much is a first appointment with a dentist? Do you have time tomorrow?
- AI agent: Hello. A first appointment costs 8 000 ₸. Tomorrow we have 10:30 and 16:00 free. Shall I book you?
- Patient: 16:00, please. And does a tooth extraction hurt?
- AI agent: You are booked for tomorrow at 16:00. I am passing your question about treatment to the administrator, who will reply in the morning.
- The administrator took over the chat
- Administrator: Good morning, Aigerim. The doctor will tell you about it in detail at the appointment. We look forward to seeing you at 16:00.
- AI agent
The patient writes in WhatsApp
The message goes into the CRM together with all previous chats.
- Booking
Booking with a doctor
The administrator or the AI agent offers a free slot, and the booking goes into the doctor's schedule.
- Automation
Reminder
Before the appointment the patient gets a WhatsApp message, if you have set up this automation.
- Kaspi Payments
Payment in the deal
A Kaspi payment appears in the deal on its own. The administrator marks cash and bank transfers by hand.
What this scenario needs
The AI agent can book patients with the Booking module and with your permission. Set up health questions to go to the administrator. The AI replies during the hours you set, while you have AI credits.
The Booking moduleData and limits
Patient data and the limits of the CRM
In brief: where data is stored and what SotaCRM does not claim.
Main database in Kazakhstan
The main database, files and chats are hosted on servers in Kazakhstan. WhatsApp and AI work through their own providers; details are in the privacy policy.
Backups for 30 days
We keep backups for 30 days. You can export your data at any time.
A CRM for the front desk and sales
SotaCRM is not a medical information system and does not claim compliance with medical confidentiality requirements. The clinic decides what patient information to put into the CRM.
AI answers organizational questions
AI answers are for reference only and may contain inaccuracies. They are not medical advice.
Ready-made set
What a clinic should connect
A plan for the whole team. Booking and Kaspi can come included with Pro.
Practice or clinic of up to 10 people
- Start plan: 12 900 ₸
- Booking: 6 900 ₸
Total19 800 ₸per month
The same with Kaspi prepayment
- Start plan: 12 900 ₸
- Booking: 6 900 ₸
- Kaspi Payments: 5 900 ₸
Total25 700 ₸per month
Clinic of up to 30 people
- Pro plan: 39 900 ₸
- Booking and Kaspi Payments included in the price
- 3 AI agents, 5 WhatsApp numbers
Total39 900 ₸per month
Medical center of up to 50 people
- Business plan: 89 900 ₸
- All five modules included
- Audit log, personal manager in support
Total89 900 ₸per month
Prices as of 4 October 2026, in tenge, not subject to VAT. Any module can be tried free for 14 days on a paid plan.
Implementation
We set up the CRM for your clinic
The Standard package is designed for a clinic of up to 30 people.
Standard implementation, up to 30 people
119 900 ₸7–10 business days
Up to 3 pipelines and 10 automations, an AI agent with a knowledge base of up to 20 articles, import of up to 10 000 records, 2 role-based training sessions.
Not included: connections to 1C, Kaspi and other programs, the second and further AI agents, business processes with approvals.
Free trial
Test patient booking for 30 days
All modules are available during the trial. Add doctors and services, and connect the front desk's WhatsApp number.
Questions
Questions from clinics
No. SotaCRM is a CRM for booking, doctor schedules, chats with patients and payments. It is not a medical information system and has no such certification.
SotaCRM does not claim such compliance. The clinic decides what patient information to put into the CRM. The main database is stored on servers in Kazakhstan, and the data processing terms are set out in the personal data processing agreement.
No. AI answers are for reference only and are not medical advice. Set up the AI agent for questions about booking, services, prices and addresses, and have it pass health questions to the administrator.
Yes. With the Booking module the patient picks a service, a doctor and a time, and the booking goes into the schedule with no double bookings. The module costs 6 900 ₸ per month, and on Pro it can be included in the plan price.
Yes. You set employee roles and permissions: who sees and changes which records. On the Business plan the audit log shows who did what and when.
Didn't find an answer?
Tell us what your company does, and we will suggest a plan and modules.
Business days, 9:00–18:00 Astana time
What else SotaCRM has
The Booking module
Online booking, doctor and room schedules, 6 900 ₸ per month.
Turnkey implementation
We set up the CRM for a clinic in 7–10 business days.
CRM for salons and studios
Online booking, specialist schedules and Kaspi prepayment.