CRM comparison · Clinics & medical spas
Assess clinical functionality and compliance requirements before replacement. A custom administrative CRM can address appointment and billing handovers while an appropriate clinical system remains in place.
Discuss my industry workflowReviewed 12 October 2026 · By Curve Metrics · Vendor source linked below
A clinic management platform combining administrative and clinical capabilities. Curve Metrics offers a scoped custom development approach for businesses that need their own workflow and client-server deployment. Compare the operational fit and full cost of each approach before changing systems.
Summary of published capabilities, not a hands-on review. Availability can vary by product, plan, region and integration.
Separate reception, practitioner and finance permissions. Agree consent records, retention, audit logs and backup procedures before storing sensitive information.
These are proposed capabilities to scope, not a prebuilt product or a fixed-price package.
Coordinate administrative intake, appointment follow-ups and treatment billing with appropriate access controls. We use this as a starting point, then agree the exceptions and approvals with your team.
Administrative enquiry
Appointment & consent
Authorised record access
Clinician-approved treatment steps
Billing
Approved follow-up
Send minimal appointment information and clinician-approved administrative reminders; avoid exposing sensitive records in message previews. Account setup, consent, approved templates where required and delivery/error handling must be included in the specification. Messaging charges may apply.
Connect approved treatment packages, deposits, invoices and payment balances to the administrative record. Statutory reporting, e-invoicing and accounting synchronisation are included only when agreed and technically supported.
A procurement checklist, not a claim that Pabau lacks customisation, automation or secure hosting.
| Decision | Pabau: verify with vendor | Curve Metrics: proposed scope |
|---|---|---|
| Workflow fit | Evaluate the product's existing industry modules, configuration and plan limits. | Separate reception, practitioner and finance permissions. Agree consent records, retention, audit logs and backup procedures before storing sensitive information. |
| WhatsApp automation | Check current native options, integrations, account requirements and messaging costs with the vendor. | Send minimal appointment information and clinician-approved administrative reminders; avoid exposing sensitive records in message previews. |
| Billing & invoices | Verify invoice formats, tax treatment, integrations and reconciliation for your business. | Connect approved treatment packages, deposits, invoices and payment balances to the administrative record. |
| Development & running costs | Confirm the vendor's current licence, onboarding, add-on and usage charges directly. We have not quoted vendor prices here. | One-time development for the agreed scope, no recurring Curve Metrics CRM licence. Hosting, API usage, messaging, optional support and future changes are separate. |
| Hosting & data control | Confirm hosting options, data location, export rights, access controls and contractual terms directly with the vendor. | Deployment on your server/account as scoped. Agree code and database handover, access permissions, encryption, backups, updates and incident responsibilities. |
| Migration & integrations | Review supported imports, exports and integrations before committing to a switch. | Assess authorised data exports, map records, test a sample migration and agree integrations before quoting. No automatic feature-for-feature replacement is assumed. |
Your stages, staff roles, approvals and reports. Only the modules agreed for your operation.
Connect approved customer updates, quotations, invoices and payments to the right workflow events.
One-time scoped development, no recurring Curve Metrics CRM licence. Hosting and third-party usage are separate.
Yes, Curve Metrics can scope a custom CRM for this industry, including agreed workflow, WhatsApp and billing modules. It is not a copy of Pabau or an automatic replacement for every capability. This proposed workflow is administrative. Clinical records, prescribing, diagnosis and jurisdiction-specific compliance require specialist review and a separate specification. Self-hosting alone does not establish compliance.
It is software built around a business's actual customer records, stages, roles and approvals. Curve Metrics scopes the workflow for your industry and can connect agreed WhatsApp events, billing and reports instead of requiring every team to use the same process.
Curve Metrics offers one-time development for the agreed scope, without a recurring Curve Metrics CRM subscription or per-user licence fee. Hosting, domains, WhatsApp messaging, third-party APIs, payment processing, optional maintenance and future changes can have separate ongoing costs. Your proposal should itemise them.
Yes, deployment on your server or hosting account can be included in the agreed scope. The contract should define source-code handover, database access and responsibilities. Security still requires access controls, encryption where appropriate, backups, patching and a reviewed privacy policy.
Yes, agreed workflow events can trigger approved WhatsApp Business Platform messages and billing actions. WhatsApp requires consent, applicable templates and account setup; provider charges may apply. Invoice formats, taxes, numbering and approvals are specified with your business and accountant.
Only if the workflow, integration and ownership benefits justify development, migration and ongoing operation. Existing products often offer strong industry features and configuration. A custom CRM can also integrate with your current platform instead of replacing it.
Start with your process
Share your industry, current software, team size and the stages you want to change. We’ll discuss the workflow and quote the development, integrations, server deployment and ongoing operating costs separately.
Based in Nagpur, India · Remote workflow discussions available
Research source: Pabau official website/documentation, reviewed 12 October 2026. Written by Curve Metrics, a custom development provider. Product names belong to their owners; no partnership, endorsement or feature-for-feature equivalence is implied. Confirm current features, terms and pricing directly.