Custom software demo

CRM Components

A compact component demo for custom CRM workflows: queue, customer profile, statuses, payments, notes, and follow-up.

Demo data

Operator focus

Run today from 3 decisions

The owner view shows what is happening now, who needs a call, and where money is stuck.

Owner mode
Patients 6
Today 2
Follow-up 2
Open balance ₪1,480

Clinic calendar

Weekly event board

A compact visual calendar before the appointment queue, so the clinic team can understand the day at a glance.

Today view Jul 06–12, 2026
Sun 06 2 events
Mon 07 1 event
Tue 08 3 events
Wed 09 1 event
Thu 10 2 events
Fri 11 No events
Sat 12 1 event

Appointments

Upcoming appointments

A compact view of today and upcoming clinic appointments connected to the patient profile.

4 scheduled
Today 15:30

Daniel Cohen

Preventive cleaning and annual checkup

Chair
Room 1
Duration
30 min
Today 18:00

Yossi Mizrahi

Temporary crown check and final fitting

Chair
Room 2
Duration
45 min
Tomorrow 10:00

Maria Levi

Implant crown follow-up and payment plan

Chair
Room 3
Duration
40 min
Upcoming Jul 12

Amir Haddad

Root canal review after medication

Chair
Room 1
Duration
25 min

CRM components

Patient list

6
Patient Phone Next appointment Treatment status Balance Follow-up note
Daniel Cohen#DC-1042 052-444-0187 Today, 15:30 · Cleaning Active ₪0 Send recall in 6 months
Maria Levi#ML-2291 054-219-8830 Tomorrow, 10:00 · Implant check Payment due ₪980 Confirm payment plan
Amir Haddad#AH-0873 050-771-2044 Jul 12 · Root canal review ₪500 Call after antibiotics
Natalie Bar#NB-3910 058-640-5512 No appointment set Completed ₪0 Case closed
Yossi Mizrahi#YM-5128 053-119-4700 Today, 18:00 · Crown fitting Active ₪0 Check temporary crown
Sarah Klein#SK-7732 052-901-7740 Jul 18 · Orthodontic consult ₪0 Send treatment options