Qub-X
VI

Features CRM – Customer relationship management

One record is all it takes to consult

Allergies, open complaints, sessions left, consultant and doctor notes, before / after photos and balances sit on one customer record.

Book a demoSee how it works
Customer record in Qub-X CRM
  1. 01 / 03

    Allergies shown first

  2. 02 / 03

    Check-ins scheduled for you

  3. 03 / 03

    Auto-save, no Save button

Features

Inside Qub-X CRM

Allergies, complaints and sessions left at the top of the record.

01 / 10

Customer records

Allergies, complaints and sessions left at the top of the record.

  • Allergies, open complaints and next-visit notes on top
  • Before / after photos for each visit

Versus the old way

One consultation: 5 places to look → 1 record

Everything the doctor needs is already in the customer record, no notebooks, no Excel, no asking who has the photos.

  1. 01Fewer stepsOpen the record for sessions left, notes and bookings, then create the order right there.
  2. 02No page reloadsEdit a note, add photos, change the status, saved instantly.
  3. 03Never ask the customer againAllergies, past complaints and last visit's photos show at once, even to new staff.

The usual way · 5 steps

  1. Flip a notebook for treatment history
  2. Open Excel to count sessions left
  3. Open the till software for the balance
  4. Ask whose phone has last time's photos
  5. Dig the consent form out of a cabinet

5 places, at least one question

With Qub-X · 2 steps

  1. 1Open the customer record
  2. 2Consult, note, add photos, create the order in place

1 record, everything in one place

The problem

When staff leave, the customer history leaves with them

01/ 09

History in a notebook, photos on a former employee's phone, sessions in Excel, so the customer starts over.

  • Records scattered across devices and people
  • Allergies written in a notebook nobody opens
  • Doctors consult without last time's photos
The usual way: Flip a notebook for treatment history, Open Excel to count sessions left, Open the till software for the balance, Ask whose phone has last time's photos, Dig the consent form out of a cabinet
The usual way
  • Records scattered across devices and people
  • Allergies written in a notebook nobody opens
  • Doctors consult without last time's photos

What stands out

Before the consult, allergies and open complaints are already on top

02/ 09

Allergies, open complaints and next-visit notes sit at the top of the record, so even new staff know at a glance.

  • Allergies, history and medication shown first
  • Open complaints and next-visit notes
  • Signed consent forms kept with the customer
See the before / after photos tab
Medical tab
  • Allergies, history and medication shown first
  • Open complaints and next-visit notes
  • Signed consent forms kept with the customer

Saves 5 places to look

Sessions left and money owed, answered on one screen

03/ 09

Four tiles at the top show lifetime spend, balance, sessions left and visits, and each session used is deducted.

5 places, at least one question1 record, everything in one place
  • Sessions used / left and unused value
  • Prepaid cards with bonus value and expiry
  • Balances with reminders, settled straight from the record
Packages and payments
  • Sessions used / left and unused value
  • Prepaid cards with bonus value and expiry
  • Balances with reminders, settled straight from the record

Scheduling

When a customer waits too long, the card changes colour

04/ 09

Day, week, month or a status board, and a customer waiting past the set minutes turns the card a new colour and alerts branch staff.

  • Filter by staff, room and booking source
  • Machine waiting list: which is free, how long to wait
  • Complaints to follow up flagged on the calendar
See Scheduling
Scheduling
  • Filter by staff, room and booking source
  • Machine waiting list: which is free, how long to wait
  • Complaints to follow up flagged on the calendar

Orders & payments

Part paid now, the rest becomes a tracked balance

05/ 09

Take cash, transfer, card, Alipay or prepaid, refunds go through approval, and draft e-invoices go from the order to MISA meInvoice.

  • Balances per customer, with due and overdue dates
  • Refunds with approval, reversible
  • Draft e-invoices to MISA meInvoice, signed and issued there
See Orders & payments
Orders & payments
  • Balances per customer, with due and overdue dates
  • Refunds with approval, reversible
  • Draft e-invoices to MISA meInvoice, signed and issued there

Follow-up service

After the visit, check-ins schedule themselves

06/ 09

When a service is done, the visit gets check-ins from its service group, and customers with an allergy or a problem always get a next-day call.

  • Unreached customers move to the next day by themselves
  • Copy the message to Zalo, the outcome stays in the record
  • Check-in lists: to do, awaiting reply, upcoming
Follow-up service
  • Unreached customers move to the next day by themselves
  • Copy the message to Zalo, the outcome stays in the record
  • Check-in lists: to do, awaiting reply, upcoming

Complaint service

After a complaint, the whole clinic is reminded at the next visit

07/ 09

Each complaint is a numbered ticket with type, severity, service, doctor and owner, and the handling is logged as a timeline.

  • How it was handled and the doctor's plan
  • Front desk, consultant and doctor reminded until marked done
  • Repeat complaints flagged, Excel export
Complaint service
  • How it was handled and the doctor's plan
  • Front desk, consultant and doctor reminded until marked done
  • Repeat complaints flagged, Excel export

Easy to use

New receptionist, up to speed in one shift

08/ 09

Consultant and doctor notes are kept apart for each visit, tabs use the words clinics already use, and there is no Save button to forget.

  • Find customers by name without accents, phone or code
  • Every change saves itself, no reloads
  • Drag photos into Before or After
Before / after photos
  • Find customers by name without accents, phone or code
  • Every change saves itself, no reloads
  • Drag photos into Before or After

Analytics

When you need numbers, the reports are already in the CRM

09/ 09

Six analytics areas from revenue to customer care, a quick report of the day and AI analysis that ranks next steps by value and urgency.

  • Revenue, staff, customers, services, owner, customer care
  • AI analysis: a seven-part summary, Ask AI from the figures
  • Built into the CRM, separate from Qub-X AI Marketing
See Analytics & reports
AI analysis
  • Revenue, staff, customers, services, owner, customer care
  • AI analysis: a seven-part summary, Ask AI from the figures
  • Built into the CRM, separate from Qub-X AI Marketing

Three questions front desks and consultants ask

What is inside a customer record?
Overview, photos, packages, prepaid cards, payments and balances, membership tier, appointments, follow-ups and complaints, forms, notes, medical records and prescriptions, one tab each in the same record.
Do I have to press Save after every edit?
No. Notes, services, staff and status save the moment they change.
Who can see a customer's medical notes and photos?
Only roles given access by module and branch, and every time a medical record is opened it is logged.

Connected to Qub-X CRM

Same system, same customer record

EMR – Medical recordsNewMedical records for Circular 13/2025/TT-BYT.AI Marketing – Marketing assistantNewMarket price surveys, ready-to-post content.Omni-channel – ChatEvery chat platform in one inbox.HRM – TimekeepingNewFace check-in, shifts and leave.Inventory – StockStock per branch, expiry and usage.

BOOK A DEMO

See how Qub-X fits the way your clinic works

Share how your clinic operates. The Qub-X team will prepare a demo focused on your workflow and needs.

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Which areas do you want to review?

Qub-X will send a confirmation on Zalo and contact you to set a suitable time.

  • A 30-minute demo based on a real clinic scenario
  • Focus on the features you care about
  • No commitment required after the demo