The operating system for telehealth businesses

Your entire business. One connected platform.

Sales · Onboarding · Client Success · Billing · Communications · Workflows · Reporting

Everything your team needs to manage and grow your operation, connected in one powerful workspace.

ClientRx staff Home with today's work, client counts and quick actions

clientrx.co/admin/client

Real ClientRx screens. Client names, people and amounts are sample data.

The disconnected operation

One client. Too many versions of the truth.

A sale in one place. A handoff in another. A balance in a spreadsheet nobody trusts. The details your team needs are always somewhere in between.

The same client, scattered across five tools

Spreadsheet
Client tracker
Stage: signed? onboarding?
Last edited 3 weeks ago
Separate inbox
Re: next steps
Who owns the follow-up?
Buried in one person's mail
Billing export
Balances
Needs reconciling by hand
Duplicate account names
Task list
Finish setup
Owner not recorded
Due date unclear
Chat thread
Are they ready to launch?
“Which version is current?”
Context lost in the conversation

The platform

Nine connected areas. One client record.

Each area reads and writes the same clients, so a change in one place shows up everywhere it should.

Product tour

See the platform your team will use.

Every screen below is ClientRx as it runs today.

One directory for every client relationship.

Search, filter and edit clients in one place. Status, owners and key facts come from the same client record every other team uses.

Status pills from New to Live
Owners and departments per client
Columns you can choose and save
Instant search across the list

ClientRx Clients directory with status pills, owners and editable columns

Real ClientRx screens. Client names, people and amounts are sample data.

Client lifecycle

From signed to Live, without the handoff gaps.

Follow one client through ClientRx. Each step uses the same record.

A signed client lands in one directory.

The client record is created once and every team works from it.

Real ClientRx screens. Client names, people and amounts are sample data.

Client 360

Everything about a client, on one page.

Status, owners, launch progress, billing, agreements, notes and history live on the same profile every team opens.

clientrx.co/admin/client

Real ClientRx screens. Client names, people and amounts are sample data.

One shared record
Sales, onboarding, success and finance all read and edit the same client.
Launch journey
See how far each client is from going live and what is still open.
Billing at a glance
Monthly fee, balance and payment history beside the relationship.
Notes and history
Internal notes and a full activity timeline, kept on the account.

Home & Leadership

Start every day knowing what matters.

Each person's Home shows their own work. Leadership gets a separate board with the numbers that run the business.

Real ClientRx screens. Client names, people and amounts are sample data.

Your work first
Tasks, follow-ups and clients that need you, in one list.
Customizable cards
Choose and arrange the cards on Home and Leadership.
Leadership board
Collections, pipeline and launch numbers for admins only.

Billing & Finance

Expected, collected and outstanding. Never confused.

Every total comes from one financial definition and opens the rows behind it, so Finance and leadership see the same numbers.

ClientRx Billing & Finance overview with expected, collected and outstanding totals

Real ClientRx screens. Client names, people and amounts are sample data.

Clickable totals
Expected revenue, collections, receivables and past due, each with its detail.
Owed by month
See what each client owes by month, with a matching export.
Billing Snapshot
A spreadsheet view across rolling 30-day windows, exportable to Excel.
Payment verification
Finance confirms, waives or records outside payments in one place.
Expected revenue is never counted as collected. Future months are not marked paid without evidence.

Client portal

Give every client their own portal.

Clients sign in to see their balance, save a payment method and find the resources you share. Your team controls what each client sees from the profile.

ClientRx Partner Portal settings for a client account

Real ClientRx screens. Client names, people and amounts are sample data.

Balance and payments
Clients see what they owe and can keep a card on file.
Shared resources
Guides and documents you choose to share with each client.
Your branding
The portal carries your workspace name and identity.
Staff-only stays staff-only
Internal notes and agreement files never appear in the portal.

Solutions

Built for how your business runs.

Every relationship. A clear path forward.

Connect the commercial relationship to onboarding, ongoing account ownership, and billing. Give your network operations team one place to see what happens next.

Controls

Powerful, and always in your hands.

ClientRx never acts on its own. People decide what runs, who can see what, and when clients hear from you.

ClientRx Automations list where every rule stays off until an admin turns it on

Real ClientRx screens. Client names, people and amounts are sample data.

Automations start off
Every rule stays off until an administrator turns it on.
Emails need a person
Client emails are previewed and confirmed by staff before they send.
Roles and permissions
Standard and custom roles, with per-person allow and deny.
Audit history
Important changes are recorded with who made them and when.

Getting started

Built around your business.
Ready for your team.

A considered implementation starts with how your operation actually works.

01
Map your operation
We learn how sales, operations, client success and support work today — including the handoffs that break.
02
Configure ClientRx
Pipelines, workflows, stages, roles, automations, templates and branding are built around your business.
03
Launch
Migrate your clients and move your team into one connected operational platform.

Enterprise pricing

One operational platform.
A clear starting point.

ClientRx Enterprise

Starting at

$10,000

per month

Built for telehealth organizations that need CRM, operational workflows, support and client management in one platform.

Implementation and configuration are scoped separately.

Included in ClientRx Enterprise

CRM, client profiles & contacts
Deals and unlimited pipelines
Workflow management (Kanban + table)
Tasks, ownership and due dates
Tickets, triage and service catalog
Knowledge base and client resources
Reporting across pipeline and operations
Client-facing portal
Workspace branding and white-label identity
Automation engine (when / if / then)
CRM-driven email templates and sends
Role-based access and audit history

Automations remain off until an administrator enables them. Client emails require staff confirmation.

One connected operation

Your operation has outgrown disconnected software.

Bring your sales, onboarding, client relationships, billing, and operations together in one connected platform.

Your entire business. One connected platform.

One client. Too many versions of the truth.

Nine connected areas. One client record.

See the platform your team will use.

One directory for every client relationship.

From signed to Live, without the handoff gaps.

A signed client lands in one directory.

Everything about a client, on one page.

One shared record

Launch journey

Billing at a glance

Notes and history

Start every day knowing what matters.

Your work first

Customizable cards

Leadership board

Expected, collected and outstanding. Never confused.

Clickable totals

Owed by month

Billing Snapshot

Payment verification

Give every client their own portal.

Balance and payments

Shared resources

Your branding

Staff-only stays staff-only

Built for how your business runs.

Every relationship. A clear path forward.

Powerful, and always in your hands.

Automations start off

Emails need a person

Roles and permissions

Audit history

Built around your business.Ready for your team.

Map your operation

Configure ClientRx

Launch

One operational platform.A clear starting point.

Included in ClientRx Enterprise

Your operation has outgrown disconnected software.

Nine connected areas. One client record.

See the platform your team will use.

One directory for every client relationship.

From signed to Live, without the handoff gaps.

A signed client lands in one directory.

Everything about a client, on one page.

One shared record

Launch journey

Billing at a glance

Notes and history

Start every day knowing what matters.

Your work first

Customizable cards

Leadership board

Expected, collected and outstanding. Never confused.

Clickable totals

Owed by month

Billing Snapshot

Payment verification

Give every client their own portal.

Balance and payments

Shared resources

Your branding

Staff-only stays staff-only

Built for how your business runs.

Every relationship. A clear path forward.

Powerful, and always in your hands.

Automations start off

Emails need a person

Roles and permissions

Audit history

Built around your business.Ready for your team.

Map your operation

Configure ClientRx

Launch

One operational platform.A clear starting point.

Included in ClientRx Enterprise

Your operation has outgrown disconnected software.

Built around your business.
Ready for your team.

One operational platform.
A clear starting point.

Built around your business.
Ready for your team.

One operational platform.
A clear starting point.