CRM for chiropractors
Chiropractic offices often encounter business inquiries that do not belong in clinical electronic health records. Workspace369 runs that business side: inquiries, scheduling, proposals, projects and invoices. Your office can manage corporate wellness proposals, business tasks and business files in one place, next to the practice software you use for patient care.
Key facts
CRM for chiropractors at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "logging the business inquiry" to "finalizing business invoices".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When a local corporation requests a wellness seminar or a vendor submits a proposal, placing these contacts into an electronic health record system causes clutter. It forces staff to create empty clinical files for non-patients. Workspace369 keeps corporate client records and business conversations in their own system, so the team handling office inquiries always knows where to look.
Tracking business-to-business opportunities like posture workshops or workplace ergonomic assessments requires structured documentation. Sending regular emails makes it difficult to track follow-ups and contract terms. Using Workspace369 allows your office to issue formal Proposals and monitor business tasks, preventing commercial outreach from getting lost in a chaotic email inbox or buried under daily clinical patient appointment schedules.
Office lease agreements, marketing assets, and vendor invoices frequently end up scattered across multiple personal computers or generic cloud drives. This makes finding basic administrative documents time-consuming for office managers. From Specialist, Workspace369 file management gives these business documents a structured home, and roles and permissions keep them open to authorized staff.
Invoicing a local business for a corporate health day through a medical billing system is complex and prone to coding errors. General business revenue should not be processed alongside health insurance claims. Workspace369 handles these business invoices with online card payments, allowing your chiropractic practice to bill for corporate events, health workshops, or facility rentals through a distinct business billing channel.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
The workflow begins when an administrative staff member receives a non-clinical inquiry, such as a vendor offer or a corporate partnership request. The operator creates a new entry in the client records section. This record holds the organization's business details and initial conversations, establishing a clear record before any commercial agreements are made or any non-clinical projects are initiated.
For corporate wellness sessions, the office manager generates a document outlining the scope of services using Proposals. This document details the service terms, scheduling options, and costs. The proposal is shared with the corporate contact through the client portal, allowing the business client to review, approve and e-sign the terms for the scheduled event.
Once a business proposal is accepted, the office manager coordinates dates using the scheduling feature. This ensures that administrative preparation, staff availability, and location booking are tracked. These entries keep event preparation visible to the team, so it never collides with the clinical appointment book used for daily patient adjustments.
The office manager creates specific tasks and projects to prepare for the business event. This includes organizing promotional files, confirming logistics via ongoing conversations, and assigning preparation duties to office staff. Tracking these items ensures every requirement is met on time and keeps the business operation organized.
After completing the corporate event or administrative project, the office manager generates and sends a commercial invoice using invoices. The corporate client receives this billing document through the client portal and pays it online by card. This finalizes the business transaction in Workspace369, keeping general business revenue apart from patient insurance billing.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Keep patient care, clinical notes, charting and health billing in your dedicated chiropractic practice management software. Workspace369 runs the business around the practice: client records, corporate proposals, projects, scheduling and invoices.
Corporate organizations requesting workshops are tracked using client records, Proposals, and projects. You can manage the business conversations, schedule the event dates, and issue business invoices directly to the corporation. This keeps corporate business agreements organized in one place.
Keep patient medical histories and clinical intake forms in your practice system. The client portal is built for corporate clients and vendors to view proposals, files and invoices and to pay online.
Office staff use tasks and scheduling within Workspace369 to manage business operations, like ordering supplies or organizing marketing events. This business work runs alongside your clinical system, so the software used daily for patient care stays focused on patients.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
