Carepatron
carepatron.comPractice management and EHR software for health and wellness practitioners
Practice management and EHR software for health and wellness practitioners
Session-specific client workflows with manual control over individual steps
Plan client projects, assign tasks, and keep delivery and billing work connected.
Open-source XMPP messaging client for business chat and group rooms.
Compose API requests, inspect responses, and organize repeatable calls into collections.
Client-based social calendars with separate creation and review access
Client workflows built from reusable action templates
AI assistant for iPhone that remembers details and handles messages, meetings and reminders
Coordinate client SEO research, content work and traditional or AI search tracking in one workspace.
Advisor CRM connecting client communication, meetings and policy context
Real-estate CRM with transaction checklists and client updates
Deliver branded client dashboards and multi-page marketing reports.
Client revenue system for independent experts to package, sell, and deliver services.
Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
A mail client with integrated PGP and S/MIME key workflows
Let clients book and pay for service appointments around the clock.
Small-business contact management with daily follow-up reminders
Offer booking links and coordinated meeting slots that connect with Zoom meetings.
Keep customer onboarding projects moving with shared tasks, milestones, and reminders.
Recruitment ATS and CRM with candidate, client, and placement work
Insurance client and policy records connected to sales and servicing work
Inspect and edit relational and other databases from a native desktop client.
Let clients book appointments from a service business’s availability page.
Track client work and use billable time as the starting point for invoices.