OATMOS CRM - 2026 Pricing, Features, Reviews & Alternatives

OATMOS CRM is a cloud-based CRM platform built for aesthetic and facial harmonization clinic professionals in Brazil. It centralizes lead management, WhatsApp conversations, appointment scheduling, automated messaging flows, and document signing in a single web platform. Inbound WhatsApp messages are automatically converted into categorized, tracked leads without requiring form submissions, reducing manual intake work and preventing patient loss from unanswered messages or missed follow-ups. WhatsApp Web integration is required to access messaging features.

The platform offers a Kanban-style lead pipeline that tracks each patient from first contact through to booking, alongside an integrated WhatsApp chat view that displays full patient history within the conversation window. A unified calendar consolidates consultations, follow-ups, and team tasks. Document creation, link-based e-signing, and signed document storage are handled within the patient record. Customizable fields, pipelines, and data models require no technical knowledge or code. Exportable reports, revenue forecasting dashboards, and campaign performance analytics provide real-time operational visibility. Lead capture forms and scheduled messaging are included across all plans, with no limits on leads or messages. API access, AI agents, and MCP Server support are available on the Pro plan.

OATMOS CRM is structured across three plan tiers to match clinic size: Starter (up to 2 users) for solo practitioners, Basic (up to 4 users) for growing clinics, and Pro (unlimited users) for larger clinic operations. The Pro plan includes AI agents that perform daily reviews of all active conversations, identify unresponded or cold threads, and surface ready-to-send follow-up message suggestions. A natural-language AI chat interface allows querying the clinic's own CRM data directly. A 5-day free trial is available with no credit card required.