Getting started

Cliniify CRM is the admin portal for managing partners, organizations (clinics), plans, subscriptions, pricing, and marketing content. Changes you make here sync to regional product servers.

Who this guide is for

• Partner admins who manage organizations, plans, and subscriptions for their partner
• Super admins who manage the full platform (partners, countries, and cross-partner data)

Sign in

1. Open the CRM URL provided by your team.
2. Enter your email and password.
3. Optionally switch language from the login screen (stored for your next visit).
4. Click Login. You land on the Dashboard.

If you forgot your password, use Forgot password on the login page. See Account & login.

Navigate the portal

Use the left sidebar. Items depend on your role:

Menu item	Notes
Dashboard	KPIs and trends
Partners	Super admin only
Countries	Super admin only
Enquiries	Lead pipeline
Organizations	Clinics / orgs
Subscriptions	Create, renew, top-up
Plans	Plan catalog
Add-ons	Add-on catalog
Settings	Pricing, taxes, clinic types
Contact messages	Website contact form inbox
Newsletter subscribers	Email list
Blogs	Posts and taxonomy

Suggested workflow

1. Confirm countries and partners exist (super admin).
2. Set pricing settings, taxes, and clinic types.
3. Create plans and add-ons for each country.
4. Work enquiries → convert to organizations.
5. Create a subscription for the organization.
6. Maintain marketing: contact messages, newsletter, blogs.

Next

• Roles & access — what each role can do
• Dashboard — reading KPIs
• Organizations — onboard a clinic