HealthBali CRM
HealthBali CRM

Deals

Filter and manage orders by clinic.

📊 Analytics
Clinics
Deals list
0 selected
Deal
выбор для diagnos/prodia/helix; для остальных выставляется автоматически
Прибыль (прибл.)
Сохраняется кнопкой Save выше
Payments
PayerPayeeAmountStatusPaidNote
Documents
TypeLinkTitle
History
WhenActionWhoDetails
Client
Identifiers
TypeChannelValue
Patients
Full nameDOBRelationPhone
Адреса
АдресМеткаИспользован
Deal history
NumberDateClinicServiceAmountStatus
HealthBali CRM

Referral payouts

Payments to partners by promo code — counts as expenses.

Payouts
Payout
HealthBali CRM

Our invoices

Invoices we issue and wait to be paid.

Our invoices
Invoice
Payment (received)
Linked deals
HealthBali CRM

Clinics

Provider profiles and sender emails for invoice matching.

Clinics
Clinic
Sender emails — invoice matching
HealthBali CRM

Clinic invoices

Invoices from clinics — link deals and mark the clinic paid.

Invoices
Invoice
Linked deals — payment to clinic
+ New deal
Export
Format
Fields