SaathIQ - Client Manager

SaathIQ is client management software for independent practices and professional businesses. Keep your client records in one place, log every visit, book appointments, and let WhatsApp handle the reminders and review requests you would otherwise chase by hand. Built for doctors and clinics first, with the same tools suited to any professional who keeps a client list. CLIENT RECORDS • Every client in one searchable list, with phone number, gender and date of birth • Add your own fields — blood group, allergies, conditions, referral source, or whatever your work needs • See a client's full history at a glance: visits, appointments and messages sent VISIT LOGGING • Record the purpose, your notes, and any documents or photographs for each visit • Attach reports and prescriptions directly to the visit they belong to • Look back over a client's past visits before you see them again APPOINTMENTS • Book appointments and see your day at a glance • Automatic WhatsApp reminders the day before and again on the day • Mark each appointment completed, cancelled or missed, and see your no-show rate WHATSAPP REVIEW REQUESTS • Send a review request after a visit, with a direct link to your Google listing • Send to one client or to many at once • Clients you have recently asked are skipped automatically, so nobody is pestered MESSAGES AND USAGE • Every message sent is logged with its type, time and delivery result • Track your usage against your plan, with no hard cut-off when you go over YOUR TEAM • Add staff with their own sign-in • Owners see everything; staff see what they need SECURITY • Sign in with your phone number and password, with a one-time code on WhatsApp for new devices • Phone numbers and sensitive fields are encrypted, and data is stored in India • Your data is separated from every other business on the service GETTING ACCESS SaathIQ accounts are set up by Dquantix — there is no self sign-up. Contact us at [email protected] to get your practice onboarded, and you will be able to sign in with your phone number. Privacy policy: https://dashboard.saathiq.com/privacy