A clinic CRM that turns leads
into active patients.
A clinic CRM that brings all your leads, conversations, messages and follow-ups together in one place. Every prospect enters an organized process connected directly to the calendar and the patient record.
Built-in CRM · Leads from every channel · Automatic conversion to appointments
The standard for lead management in Israeli clinics
No lead falls through the cracks
Inquiries from campaigns, Facebook, Google, calls and forms land directly in the system, with no double entry and no data lost along the way.
- Leads come in automatically with a clear source
- Follow-ups and tasks are saved for every prospect
- No more juggling spreadsheets and sticky notes
Daniel Rosen
New lead · Instagram
Direct communication from the system
Organized management of reminders and conversations with prospects. Send WhatsApp messages, mark follow-ups and see the conversation history from the same screen.
- Send WhatsApp messages from the patient card
- Staff reminders to follow up on open leads
- A kanban board for visually tracking prospect progress
From first reply to a booked appointment
As soon as a lead books an appointment, all the data, conversation history and details move to the calendar and the permanent patient record.
- Convert a lead to a patient in one click
- Send digital forms to the new patient
- Transparent reports and conversions for every marketing source
Calendar · Wednesday, April 8
Michal Levy
Scaling & cleaning · 09:00
Uri Lavi
Crown · 12:00
Lead management doesn't belong in a spreadsheet.
Medform connects it all.
When leads aren't connected to clinic management, they get lost. Here's the difference between scattered work and working in one unified system.
Without Medform
- Leads from the website and Facebook land in email and get lost
- Staff switch between spreadsheets, WhatsApp and the scheduling system
- Prospects forget to book and there's no organized follow-up
- It's hard to measure which campaign brings in the most patients
- Every prospect means re-typing their details all over again
With Medform
- Every inquiry enters the system automatically with a 'New lead' status
- Conversations, messages and follow-ups are managed from the record
- Reminders and follow-ups keep in touch until the appointment is booked
- Reports show where your paying patients come from
- Converting a lead into a patient in the calendar takes one click
A system connected to your clinic's activity
The CRM doesn't stand alone. It's connected directly to digital forms, the calendar and automations, so every lead that becomes a patient gets fast, smooth service.
Israeli clinics on Medform
Join hundreds of clinics already working smarter — no switching between systems, no paperwork, no headaches.
I've been using Medform to run my clinic for a few months now, and I can say it loud and clear: finally, software that truly thinks about us dentists. The system is convenient and intuitive and includes everything you need — from calendar management to smart patient communication (WhatsApp, email and Google). There are features I haven't seen in any other system: retention automations, document sending, prescriptions and reminders. Most importantly — real 24/7 support that helps immediately and listens to feedback. If you're looking for a smart, accessible management solution, I warmly recommend it.
Dr. GafaliSmileplace · Dental clinicI want to share my experience and warmly recommend Medform for managing dental clinics. Using the software has made running the clinic smoother and simpler than ever — precise appointment management, detailed patient files, easy accounting, comprehensive reports and efficient staff scheduling. The interface is convenient and inviting, saves time and boosts efficiency. I warmly recommend it to every dentist — it's an upgrade you won't regret!
Dr. Amit PimaAdvanced dental clinicA warm recommendation for the Medform system. Since we started working with the cloud dental practice software, we can say with confidence that it was an excellent choice. The system is convenient, smart and efficient — and the team's service is simply outstanding. We warmly recommend it to any clinic that wants to become more efficient and work smarter!
Dr. David AttiaDental Implant CenterMedform is a rare piece of software! I had countless problems with my previous software in every respect. I turned to Medform and got more than I expected — the whole data migration and the way information is organized inside the software are truly efficient. The best service I've ever known, support at the click of a button, and there's always a rep who solves every issue. The software runs smoothly, my relationship with my patients has grown stronger and follow-up is clearer than ever. I recommend everyone at least check it out.
Dr. Yitzhak RegevDental clinicThere is no other dental practice software like this. I've been in medicine for 30 years and they still managed to show me something new — I have to say I was very surprised.
Dr. Dan HershkovitzDental clinicAs an independent clinic, I often found myself dealing with overload, coordination, cancellations and schedule changes that caused frustration and wasted precious time. Since I started using Medform, I feel a real change — the system helped me get organized, manage the schedule efficiently, track treatments and keep continuous communication with patients, all in one place. I warmly recommend it to anyone who runs a clinic and wants to save time, reduce stress and feel in control.
Dr. Karina PovarchikDental clinicSimply peace of mind, highly recommended. Everything runs smoothly and the software is super advanced. Glad Google introduced me to Medform!
Runs smoothly and the service is great. On top of that, the system has significantly grown our patient base, saving us irrelevant advertising expenses. Warmly recommended.
Really good, easy to use cloud based software — I wished I could've used it years ago. Saves a lot of time and stress!
Dr. Alan HirschowitzDental Care · Personal dentistryExcellent software, very up-to-date and innovative, with integrated AI that saves a ton! Very easy to use, excellent display, excellent service and support. Highly recommended to every dentist!
Dr. Haim AvshalomProsthodontics specialistAn easy, user-friendly system. The best service by far of any company.
Dr. Iddo LevyPersonal dental clinicMake and Zapier work for you too
Build workflows that update task boards, send requests to your team, connect Medform to tools like email and newsletter platforms, and save time on routine tasks.
Full data import within hours.
Our team does it all for you.
Dozens of clinics switch to Medform every month — from every other system. Our team handles the data import, setup and training. And if you ever want it, a full data export is available anytime — no lock-in.
Talk to our teamHow the switch works
- 1Our team exports your data from the old system
- 2We import patients, appointments and medical history — everything
- 3We train your team in a single call
- 4You start working — with no disruption to daily operations
No downtime — switch without closing your clinic for even a day.
What to know about the CRM
Answers to common questions about managing leads and campaigns in Medform.
- Yes. Medform supports direct connections to marketing campaigns and lead forms, as well as tools like Make or Zapier, so every lead enters the system automatically with no manual typing.
Didn't find an answer? Ask our AI
Answers instantly · Based on Medform's knowledge
Hi 👋 I'm Medform's smart assistant. Ask me anything about the system — pricing, features, security, migrating from a previous system — and I'll be happy to help.
Answers are generated automatically and may contain inaccuracies. For a personal answer — book a demo.
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