Clinics Flo - All In One Clinic CRM

Client
M Turq Swaide
Country
Jordan
Expertise
Strategy & Design
Duration
6 Months, 2024
Clinics Flo - All In One Clinic CRM

The Challenge

Clinics were losing leads between WhatsApp, Instagram, calls, and walk ins. Appointments, follow ups, reviews, and payments sat in separate tools, so staff spent more time chasing messages than caring for patients.

My job was to pull it all into one CRM: every conversation in one inbox, a calendar that books itself, automated workflows and campaigns, review requests, and a finance center that closes the loop.

Work Overview

I shaped Clinics Flo from onboarding to the last settings screen, designing the lead pipeline, a unified inbox, a no code workflow builder, the campaign launcher, and the finance center, all on one design system.

  • Screen Designs

  • Connected Products

  • User Roles

  • Click-up Tickets

EVERY LEAD

EVERY CHAT

ONE CLINIC

ONE FLOW

The Result

Clinics Flo gives clinics one place to capture leads, reply across every channel, book and confirm appointments, request reviews, run campaigns, and track every payment, without switching tabs.