SurgyCRM vs. ReferralMD Comparison Chart

AestheticsPro is an all-in-one, cloud-based medical spa software platform built for medspas, wellness clinics, and aesthetic practices. With AI-powered tools, scheduling, EMR, CRM, marketing, payments, client engagement, reporting, and more in one easy-to-use system, AestheticsPro helps practices simplify workflows, reduce administrative work, and grow with confidence. Built-in AI makes everyday work easier. Ask Kai provides instant in-software assistance, Kai Content Assistant helps create notes and communications, and Kai Form Builder simplifies creating and updating electronic forms. AI-powered marketing tools help craft emails, eBlasts, and other client communications, while AI receptionist tools help engage clients across phone, text, and website chat. Manage the client journey from booking and intake through treatment, checkout, follow-up, and retention. Customizable forms, SOAP notes, consent documents, client records, and before-and-after photos are securely managed within the EMR to support HIPAA compliance. An intuitive drag-and-drop calendar helps manage appointments, providers, services, rooms, and availability, while automated reminders help reduce missed appointments. Built-in CRM and marketing tools help manage leads, segment clients, send targeted emails and texts, personalize communications, and create campaigns. Memberships, gift cards, packages, rewards, and other retention tools help drive repeat visits and recurring revenue. Integrated payments and POS connect checkout with client profiles, services, memberships, gift cards, and retail products. Manage inventory, taxes, commissions, refunds, receipts, and recurring payments in one system. A secure client portal lets clients complete forms, manage appointments, access information, and communicate with your team. Team management tools support permissions, credentials, time clocks, and role-based access, while reporting provides real-time visibility into revenue, staff performance, marketing, services, and client activity. Integrated telemedicine supports virtual consultations, screenings, and follow-ups. Whether you're a solo provider, growing medspa, or multi-location organization, AestheticsPro scales with your practice. With nearly 20 years of serving the aesthetics industry and thousands of providers onboard, AestheticsPro brings essential practice management and AI-powered tools together in one streamlined, easy-to-use platform.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Silverware is an enterprise-grade hospitality platform built for hotels, resorts, and complex multi-venue operations. For more than 30 years, Silverware has powered high-end hospitality environments where uptime, integration depth, and operational flexibility are critical. The platform includes Point of Sale, GuestX, Scan & Pay, Online Ordering, and Mobile Technology for front-of-house operations, with Heartbeat Dashboard and Admin Center providing enterprise visibility and control. Integrated capabilities such as Silverware Pay, CRM & Loyalty, Self-Serve Kiosks, and Kitchen Display System support payments, guest engagement, and high-volume service workflows. With deep PMS integrations, unified guest profiles, multi-revenue-center management, real-time reporting, and 170+ integration partners, Silverware powers over 20,000 venues across 35+ countries, helping hospitality operators reduce complexity, protect revenue, and deliver consistent guest experiences at scale.

DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience.

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.

Compete Member Management Software by Jonas Fitness is gym management software for fitness clubs, health clubs, medical fitness centers, and hospital wellness facilities that need more than basic membership tracking. Compete helps operators manage memberships, billing and invoicing, member check-in, attendance tracking, contract management, scheduling, reporting, and front desk operations in one configurable system. It is built for clubs and wellness organizations with more complex workflows, multiple services, and growing operational needs, including multi-location facilities. Compete also supports an open ecosystem with connected solutions for online joining, member communication, mobile app experiences, payments, and other integrations. For buyers searching for club management software, membership management software, health club software, or fitness billing software, Compete delivers the operational depth and flexibility needed to run smarter and scale with confidence.

CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information.