A system for clinics and therapists — multi-practitioner clinic management

A CRM for therapists is software for running a therapy clinic that brings the tools a practice needs into one place: a digital appointment calendar, session and treatment-plan records, a treatment history for every patient, tax invoices and receipts, and automatic reminders. The interface is in Hebrew, the connection is encrypted and the data is backed up every day. It saves therapists hours of admin work a week and lets them focus on what really matters — their patients.

Yes, BaseCRM suits every kind of therapist — psychologists, emotional therapists, massage therapists, reflexologists, naturopaths and complementary therapists. You can define appointment types with their own length, a summary template for each type, custom information fields and a price per patient. It also supports a clinic with several therapists and several treatment rooms.

In BaseCRM you manage a full digital appointment calendar with automatic email reminders to patients before the session. It detects overlaps — the same therapist or the same room at the same time — and warns about them before saving and on the calendar. You can view the calendar by day, week or month, move appointments by dragging and handle cancellations easily.

Yes. The connection to the system is encrypted (HTTPS), the data is backed up automatically every day, and the backup copy kept off the server is encrypted. Only people you invite to the business can sign in, your accountant gets view-only access, and every user can turn on two-step verification. Sign-ins and key actions are recorded in an activity log.

Yes. Under Schedule 6 of the Income Tax (Bookkeeping) Regulations, a doctor — including a psychologist, physiotherapist, dentist and vet — must keep a diary in which every patient is recorded on arrival for treatment, and must keep the advance registration of patients. In BaseCRM every patient is recorded in the diary with one click from the appointment, every line gets a running number for the tax year that cannot be edited or deleted, a correction is made with a void line that states the reason, and every change to appointments is kept. The diary also shows each day's receipts by receipt number, and prints to PDF with a page per day. For clinic-type businesses the diary is on automatically, and any other business can turn it on in the settings.

Computerized doctor's diary — section by section

With BaseCRM, anyone who signs up by 31.10.2026 gets the first year free with every feature, no credit card. After that it is ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business, not per user.

In BaseCRM you define your therapists and treatment rooms, and every appointment is assigned to a therapist and a room. The calendar is coloured by therapist and can be filtered by therapist or by room. Two appointments for the same therapist, or in the same room, at the same time are flagged as an overlap before saving and on the calendar. Each team member gets their own user, and invoices and receipts are issued under the clinic's business.

Yes. BaseCRM gives every clinic a landing page with a booking form you can share on WhatsApp, on your website or on social media. Patients choose a treatment and a free slot — and in a multi-therapist clinic, the therapist too — and the appointment goes straight into the calendar. You can turn on an automatic email reminder before the session, and patients can cancel on their own using the link they received.