Client Relationship Management (CRM)
Build Stronger Patient Relationships
A complete customer relationship management system tailored for wellness businesses, helping you nurture patient relationships, track treatment preferences, and remember the personal details.
Automated Engagement
Automated tools that help maintain consistent patient engagement and follow-up without manual effort.
Follow-up Automation
Automated follow-up sequences for post-treatment care and satisfaction surveys.
Birthday & Anniversary
Automated birthday and treatment anniversary messages with special offers.
Retention Campaigns
Smart campaigns to re-engage inactive patients and encourage return visits.
Decrease No-Shows
Decrease no-show rate with appointment confirmation texts.
Client Info at Your Fingertips
See client info from anywhere in the app with one click. With tagged notes and a unified client snapshot, your team can quickly capture context, follow up on care, and deliver more personalized experiences without digging through files or emails.
Contextual note tagging
Label notes by category (About, Schedule, Clinical, Payment) so you can instantly find what matters across team roles.
Shared client timeline
View a full history of interactions, notes, and updates to ensure seamless hand-offs between staff.
Actionable follow-ups
Never lose track of important details—add follow-ups like treatment interest or payment reminders directly to the client record.
2-Way Texting
Engage with clients instantly through secure, two-way SMS. Whether it’s confirming an appointment, answering a quick question, or handling a reschedule request, you’ll never miss a message with built-in notifications.
Seamless client conversations
Keep all texts in one unified thread—so every provider and front desk staff member stays on the same page.
Instant notifications
Get real-time alerts when clients reply or request changes, ensuring no message falls through the cracks.
Fewer missed appointments
Let clients reschedule, confirm, or ask questions directly over text, reducing no-shows and boosting retention.
Author record
See who responded what for accountability.
Assign and Conquer
Assign clients to specific providers to divide up communication and keep it personalized.
Patient Relationship Management
Centralize and scan all patient information and interactions to provide personalized, relationship-focused care.
Why You Should Choose Reviva's Client Relationship Management (CRM) Feature
Discover the benefits that make a real difference for your practice
Complete Patient Profiles
Access comprehensive patient information and history from a single, organized dashboard.
Communication History
Track all patient interactions and communications in chronological order.
Personalized Experience
Use patient preferences and history to deliver tailored treatments and communications.
Automated Follow-ups
Stay connected with patients through automated, personalized follow-up sequences.
Retention Analytics
Track patient lifetime value, visit frequency, and retention metrics.
Loyalty Programs
Built-in tools for managing memberships, packages, and loyalty programs.
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Grow your wellness practice with unprecedented visibility.
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