Hospital CRM · Multi-tenant SaaS

One platform. Every hospital you serve.

Caresoft CRM runs unlimited hospital clients from a single deployment — each in its own isolated database, each with its own team, integrations and data. Three access layers, one product, no per-client install.

One codebase serves all clients
Database-per-tenant isolation
AES-256-GCM encrypted secrets
DPDP-ready by design
Three logins, one product

Built as three access layers

Each layer is a separate entry point with its own session. Who you are decides what you see — from running the whole product down to a single hospital's front desk.

1

Product Admin

The Control Centre — your view across every hospital on the platform.

  • Create & provision clients
  • Validate, suspend or cancel accounts
  • Manage plans & platform admins
  • Roll out schema migrations
Open Control Centre
2

Client Admin

Each hospital runs its own workspace — without touching anyone else's.

  • Create users & assign roles
  • Manage departments, doctors, sources
  • Configure all integrations
  • Set workspace & consent rules
Open client login
3

Client User

The day-to-day CRM the hospital's team actually works in.

  • Work leads, patients & appointments
  • Send WhatsApp, SMS & email
  • Track tasks, referrals & feedback
  • Access gated by their role
Open the CRM
Database-per-tenant

Add a hospital in a click — not an install

Create a client in the Control Centre and the platform spins up a dedicated database for it, applies the full schema, and seeds its roles, master data and first admin. One codebase keeps serving everyone; the data never mixes.

Physical isolation. Every client's records live in their own database — strong segregation for hospital data.
Subdomain or workspace code. Clients reach their workspace at their own subdomain in production, or by workspace code in development.
One-pass upgrades. Ship a schema change once and migrate every client database together.
Inside the CRM

Everything a hospital's growth team needs

From first enquiry to a loyal patient — capture, engage and measure across the full journey.

Leads & pipeline

Capture enquiries from every source, score them, and move them through a drag-and-drop stage board to conversion.

Patient 360

One record per patient: visits, communications, consent, lifetime value — pulled together in a single view.

Appointments

Book, confirm and track OPD, IPD, teleconsult and procedures, with no-show tracking built in.

Communications

Send WhatsApp, SMS and email from any record. Templates, delivery status and a full message log.

Tasks & follow-ups

Assign follow-ups with due dates and priorities so no enquiry goes cold.

Referral network

Track referring doctors, clinics and corporates — and the revenue each one brings in.

Campaigns & ROI

Run outreach campaigns and see spend against leads, conversions and revenue.

Feedback & NPS

Capture patient sentiment, sort promoters from detractors, and close the loop on complaints.

Reports

Source performance, conversion funnel and team productivity, ready to read at a glance.

Connected, per client

Plug in payments, messaging and your HIS

Each hospital configures its own providers. Credentials are encrypted at rest and stay inside that client's database. Until a provider is switched on, actions are safely logged — so the CRM works from day one.

Razorpay Cashfree Amazon SES WhatsApp Cloud API SMS gateway Caresoft HIS Webhooks
Trust & compliance

Hospital-grade by default

The things that matter for patient data are built in, not bolted on.

Isolated data

A separate database per client — no shared tables, no cross-tenant leakage.

Encrypted secrets

Integration credentials sealed with AES-256-GCM, decrypted only in use.

Role-based access

Every page checks permissions; users only reach what their role allows.

DPDP-ready

Per-patient consent capture and configurable consent text for the DPDP Act.

Try it now

Demo logins

Run /install.php first to create the platform and the Apollo demo hospital. Then sign in to any layer below. Remember to delete the installer afterwards.

Run installer
Layer 1[email protected] / passwordSign in
Layer 2workspace apollo[email protected] / passwordSign in
Layer 3workspace apollo[email protected] / passwordSign in
Site map

Every page, one place

Direct links to all areas of the product. Pages marked with a lock open the matching login first.

Frequently asked questions

What is Caresoft CRM?

Caresoft CRM is a multi-tenant hospital and clinic CRM that manages patient leads end to end — capture from ads and website, WhatsApp/SMS/email follow-up automation, appointment booking, Patient 360, referrals, payments and analytics — with each hospital isolated in its own database.

Is Caresoft CRM suitable for hospitals in India?

Yes. It is built for Indian hospitals and clinics with ABDM/ABHA readiness, Caresoft HIS integration, WhatsApp Cloud API support, Indian payment gateways (Razorpay, Cashfree, PayU) and DPDP-aligned consent handling, and is already used across 1,000+ hospitals in India and 12+ countries.

Does it integrate with WhatsApp and hospital information systems?

Yes. It supports the WhatsApp Official (Cloud) API, SMS and email for two-way messaging, plus integrations with Caresoft HIS, ABDM/ABHA, lab systems and 28+ connectors including Meta and Google lead ads.

Can each hospital customise fields and reports?

Yes. Every hospital can add its own custom fields to leads and patients and build its own live reports and dashboards with no coding, and connect via a REST API or bulk CSV/Excel import.

How do I get started?

You can start a 14-day free trial that provisions your own isolated workspace instantly, with no card required.