Frequently Asked Questions

Forumly is a UK-focused CRM and database technology company. Forumly designs and builds custom CRM systems and manages the databases behind them, with particular experience in healthcare and clinic environments.

Forumly builds custom CRM systems, including healthcare CRM, clinic management, patient management and multi-location CRM systems, alongside general custom CRM development for other types of organisation.

Yes. Healthcare CRM is one of Forumly's main areas of work, covering patient registration, reception review, doctor assignment, appointments, records, documents and follow-ups.

Yes. Forumly's healthcare CRM systems can be configured to support multiple doctors, each with their own assigned patients and appointments.

Yes. Multi-location CRM is one of Forumly's services, supporting staff, doctors, patients and reporting across more than one site.

Yes, where a clinic wants this. Patients can register online, with reception reviewing and confirming the registration before a doctor is assigned.

Yes. Reception staff can review, confirm and manage patient registrations, appointments and doctor assignment, within the permissions set for their role.

Yes. Doctors can access their assigned patients, relevant history, documents, forms and appointments, according to the permissions configured for the clinic.

A patient portal can be included, giving patients access to their own permitted information, appointments and forms.

Yes. Forumly provides data migration services from Excel, CSV, legacy databases or an existing CRM, including mapping, cleaning, validation and rollback planning.

Yes. Database management, architecture, administration and aggregation are all services Forumly provides, either alongside a CRM build or independently.

Forumly can provide UK-based data hosting options for organisations that require UK data storage, and CRM systems can be deployed using UK-based infrastructure where required.

Yes. Custom CRM development is a core part of Forumly's work, designed around each organisation's own workflow rather than a fixed template.

Use the Request a CRM page to tell Forumly about your organisation and requirements. Forumly will then discuss your requirements with you directly.

CRM and database projects vary significantly in scope, so pricing is discussed directly with each organisation once its requirements are understood, rather than published as a fixed rate card.

Forumly applies secure authentication, role-based access, encryption in transit, audit logging and other security practices described on the Security page.

In many cases, yes. Forumly can assess an existing system or spreadsheet-based process and advise on migration or integration as part of a CRM project.