The CRM that gives you your life back.
We did not build this in a conference room. We built it alongside a doctor who had not taken a Saturday off in two years. A nurse who spent half her day answering phones instead of seeing patients. A medical assistant who was ready to quit because the job had become data entry between four systems that did not talk to each other. Every feature in this CRM exists because someone in a real practice needed it to exist.
Because Every Patient Deserves an Answer
Built alongside the people who use it.
The owner was working every Saturday because the phone system could not function without him. The nurse was answering "what time is my appointment" forty times a day instead of doing clinical work. The MA was copying patient data between four screens — an answering service, a scheduling tool, a portal nobody used, and a CRM that did not know what happened on the phone.
We sat with them. We watched them work. We asked what was broken. Then we built the system they described — not the system a product team in San Francisco imagined they needed.
Every feature below exists because a doctor, a nurse, or a medical assistant told us they needed it. The AI chat exists because staff needed answers without digging through screens. The calendar exists because nobody could see all providers at once. The team notifications exist because things were falling through the cracks. The weekly report exists because end-of-week payroll took hours.
This is not a CRM designed for healthcare. This is a CRM designed by healthcare — by the people who live in it every day.
Ask your practice anything. Get answers instantly.
Ask about schedule, patients, analytics — AI responds with streaming text. Like texting your smartest employee.
Tap the mic, speak, AI transcribes and responds. Hands-free between patients.
Empty chat shows suggestion pills: 'How many appointments today?' 'What's Dr. Chen's schedule?'
Full conversation history with load-more pagination. Nothing lost.
No training required. Ask in plain English, get data from your practice database.
Familiar chat bubbles. Blue for you, gray for AI. Auto-scroll to latest.
Every patient. Every record. Zero data entry.
Search any name, phone, or email across your entire database. Results in 2 seconds.
When Aveena takes a call, the patient record is created automatically. No typing.
Name, DOB, contact, insurance carrier + plan, visit history, notes, tags, provider assignment.
Carrier, plan, status, and notes per patient. Filter by insurance across roster.
Multi-select patients for bulk status changes or deletion. Confirmation dialogs built in.
50 per page with page numbers and 'Go to' input. Handles thousands of patients.
By status (Active/Inactive), sort by name, most recent, or oldest.
Click any patient, edit any field, save. Full audit trail of changes.
All providers. All appointments. One view.
Traditional calendar grid with colored event pills per provider. See the whole month at a glance.
Side-by-side hourly columns showing each provider's schedule. Compare availability instantly.
Click any day for hourly breakdown (8 AM - 8 PM). Every appointment, every detail.
See at a glance which providers are working each day. Toggle on/off.
When Aveena books, it appears on the calendar instantly. No manual entry.
Mark complete, cancel (no-show / cancelled / rescheduled). Full history.
Video icon on telehealth appointments. One click launches the session.
Create provider time blocks for lunch, admin, meetings.
Share a URL with a specific appointment. Opens directly.
Shows count of new bookings since last view. One-tap refresh.
Every call, email, and text — measured.
Completed calls, completion rate, appointment conversion — all in one view.
US state map showing where your calls come from. See your market.
Multi-line graphs for calls, emails, SMS over time. Toggle metrics. Area or line chart.
Full email history with filters (All / External / Internal). Search by address or subject.
Every text message sent and received. Appointment reminders, confirmations, follow-ups.
Call-to-appointment conversion rate. Know exactly how many calls become patients.
Total communications, top calling state, completion rate — at a glance.
Right person. Right notification. Nothing missed.
Every call, cancellation, and new patient routed as a notification.
See who's handling what and how fast. Claimed, completed, average response time.
Route notifications to specific staff members. Front desk gets calls, billing gets payments.
Open, In Progress, Completed, Urgent. See the status of everything at once.
Click any team member to see their assigned notifications and response times.
Updates every 30 seconds. No manual refreshing. Real-time awareness.
Payroll-ready. Copay tracked. Minutes, not hours.
Navigate between providers. See attended, cancelled, and no-show counts.
Editable copay fields inline — staff enters amounts directly in the report.
Add notes per appointment. Editable inline. Save when ready.
See why each cancellation happened — no-show, cancelled, rescheduled.
Video visits marked clearly. Track in-person vs telehealth mix.
Previous, next, this week. Instant access to any week's data.
'Am I making money?' — answered in one screen.
Total Charged, Collected, Outstanding Balance, Payments, Collection Rate — all at once.
Which providers generate the most revenue. Charged, collected, visits per provider.
Which insurance carriers pay fastest. Charged, collected, claim count.
Top procedures by code, description, usage count, and amount. Know what makes money.
Patient vs insurance payments. Type, count, amount.
7 days, 30 days, 90 days. Instant switching.
14 settings pages. Full control. No IT department needed.
Subscription tier, AI credit balance, purchase more. Self-service.
Manage appointment types, durations, prices, provider assignments.
Manage accepted carriers and plans.
Full HIPAA/SOC2 compliance trail. Every action, every user, every timestamp.
Upload documents and the AI learns your practice's protocols.
Upload a PDF schedule. Batch-create appointments. Easy migration.
Token usage breakdown — LLM, voice, SMS. Full cost transparency.
Control when Aveena sends email alerts. Customize per event type.
Route alerts to specific staff members. Right person, right notification.
Set Zoom/Meet URLs per provider for one-click telehealth.
Auto-allow double-booking based on cancellation history. Fill the schedule.
AWS WorkMail access. Professional email included.
Sentinel AI tests Aveena automatically. AI tests the AI. Continuous quality.
Tebra, EHR systems, billing tools. Works with what you have.
Critical controls visible on every screen.
Compliance status visible at all times. Instant trust signal for staff and auditors.
Real-time: Available, In Session, Behind, Busy, Away. 'Next' button marks ready.
One-tap 'running behind' message to waiting patients. Reduces no-shows.
Unread count badge. 50 latest notifications. Mark read, complete, or assign.
Toggle theme. Accessibility for all-day use.
Switch between practices. One login, multiple locations.
Admin controls who sees what. Staff vs provider vs owner views.
$799/month. All of it.
70+ features. Aveena voice at $0.01/second. No setup fees. No contracts. Cancel anytime. Same-day setup. The average practice spends $3,200/month on 4 separate tools that don't talk to each other. This replaces all of them.