---
description: Learn how OATMOS CRM can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: OATMOS CRM Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [CRM for Small Businesses
](/directory/4959/small-business-crm/software) > [OATMOS CRM](/software/2381397/oatmos-crm)

# OATMOS CRM

Canonical: https://www.getapp.za.com/software/2381397/oatmos-crm

> Cloud-based CRM for aesthetic clinics in Brazil, centralizing WhatsApp lead capture, pipeline management, and scheduling.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of OATMOS CRM

\* Converts inbound WhatsApp messages into categorized, tracked leads automatically, reducing manual intake and preventing patient loss from unanswered contacts.
\* Kanban-style lead pipeline provides full visibility into each patient's progression from first contact to confirmed booking.
\* Integrated WhatsApp chat displays complete patient history alongside active conversations, giving clinic staff full context without switching tools.
\* Automated follow-ups, message triggers, and tagging reduce repetitive administrative work and keep patient communication on schedule.
\* Unified calendar consolidates consultations, follow-ups, and team tasks in one view, reducing scheduling conflicts and missed appointments.
\* Document creation, link-based e-signing, and signed document storage within the patient record eliminate the need for separate document management tools.
\* Customizable fields, pipelines, and data models require no technical knowledge, allowing clinic staff to configure the system without developer support.
\* Dashboard consolidates revenue metrics, new lead counts, and scheduling data in a single screen for real-time operational visibility.
\* Exportable reports and campaign performance analytics support data-driven decisions on marketing and clinic operations.
\* Scheduled messaging allows clinics to plan and queue patient communications in advance.
\* Lead capture forms extend inbound lead collection beyond WhatsApp to additional channels.
\* No limits on leads or messages across all plans, supporting clinic growth without per-record or per-message cost increases.
\* API access (Pro plan) supports integrations with external systems and workflows.
\* AI agents (Pro plan) perform daily reviews of all active conversations, flag unresponded or cold threads, and suggest ready-to-send follow-up messages, reducing the risk of patient drop-off.
\* AI chat interface (Pro plan) allows querying the clinic's own CRM data using natural language, surfacing insights without manual report building.
\* MCP Server support (Pro plan) extends platform connectivity for advanced integration scenarios.
\* Three plan tiers (Starter up to 2 users, Basic up to 4 users, Pro unlimited users) accommodate solo practitioners through larger multi-staff clinic operations.
\* 5-day free trial with no credit card required lowers the barrier to initial evaluation.

## About the vendor

- **Company**: OATMOS

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: OATMOS offers three plans, billed in Brazilian reais (BRL). Each plan includes everything in the previous one.

Starter – R$297/month
For clinics starting to organize their sales process.
- WhatsApp chat integrated with lead management
- Sales pipeline (1 pipeline)
- Built-in calendar
- Dashboard with key metrics
- Customizable data model
- Up to 2 users

Basic – R$447/month (recommended)
For growing clinics that want to automate their sales process.
Everything in Starter, plus:
- 2 pipelines and up to 4 users
- Up to 3 lead capture forms
- Workflow automations
- Scheduled WhatsApp messages
- Deals and quotes
- Custom fields
- Exportable reports and analytics

Pro – R$497/month
For clinics that want to grow with AI.
Everything in Basic, plus:
- Unlimited pipelines, users and forms
- AI agents that review conversations daily and flag leads left without a reply
- AI chat that answers questions about your clinic's data
- API access for integrations
- MCP Server to connect external AI assistants

Partner plan
For multi-clinic groups, franchises and networks. Contact us for pricing.

Add-ons
- Additional WhatsApp number: R$150/month per number, available on any plan
- Financial module: contact us for pricing

Annual billing
20% discount on annual plans, equivalent to about R$238, R$358 and R$398 per month. Annual plans are billed once per year and can be paid in up to 12 installments.

WhatsApp connection and messaging
Clinics can connect WhatsApp through WhatsApp Web or through the official WhatsApp Business Platform (Cloud API). OATMOS does not limit leads or messages on any plan. When using the official API, Meta's own messaging fees apply, according to Meta's pricing.

Free trial
5 days with access to all Pro features (add-ons not included). No credit card required.

Billing terms
- Cancel anytime with no cancellation fees; access remains active until the end of the paid period
- Upgrades take effect immediately; downgrades take effect at the next billing date
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Portuguese
- **Available Countries**: Brazil, United States

## Features

- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Chat

## Category

- [CRM for Small Businesses
](https://www.getapp.za.com/directory/4959/small-business-crm/software)

## Related Categories

- [CRM for Small Businesses
](https://www.getapp.za.com/directory/4959/small-business-crm/software)
- [Sales Force Automation Software](https://www.getapp.za.com/directory/338/sales-force-automation/software)
- [CRM Software](https://www.getapp.za.com/directory/230/crm/software)

## Links

- [View on GetApp](https://www.getapp.za.com/software/2381397/oatmos-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/oatmos-crm/> |
| en-AE | <https://www.getapp.ae/software/2381397/oatmos-crm> |
| en-AU | <https://www.getapp.com.au/software/2381397/oatmos-crm> |
| en-CA | <https://www.getapp.ca/software/2381397/oatmos-crm> |
| en-GB | <https://www.getapp.co.uk/software/2381397/oatmos-crm> |
| en-IE | <https://www.getapp.ie/software/2381397/oatmos-crm> |
| en-NZ | <https://www.getapp.co.nz/software/2381397/oatmos-crm> |
| en-SG | <https://www.getapp.sg/software/2381397/oatmos-crm> |
| en-ZA | <https://www.getapp.za.com/software/2381397/oatmos-crm> |

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