Client Management

Contact Profiles

Every client has a profile showing visit history, notes, tags, and key stats like total revenue generated and last contact date.

Tags & Segments

Organize clients with custom tags. Filter and search your contact list by tag, status, or any field to find the right group instantly.

Communication History

See every email, call, message, and appointment with a client in a single timeline — across all connected channels.

Import Contacts

Bulk import your existing patient list from CSV or Excel files. Collate automatically deduplicates and merges records.