---
title: "Dazos CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Dazos CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/10001151/Dazos-CRM/"
page_type: "product"
language: "en"
---

# 

 Dazos CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 31, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Dazos CRM

## What is Dazos CRM?

The Dazos CRM was created by former owner/operators of behavioral and mental health treatment facilities to address critical issues found in other CRM solutions available in the market; shortcomings that create bottlenecks, extended wait times, data losses, and lost admissions. Being software developers prior to entering the behavioral health space, the founders got to work creating custom solutions that would ultimately become Dazos CRM, the premier solution tailored for the treatment vertical.

## What is Dazos CRM used for?

[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Free version not included

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Dazos CRM

0.0

VS.

[4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (4,378)

Value For Money

0.0 (0)

Value For Money

4.3 (3,509)

Customer Service

0.0 (0)

Customer Service

4.4 (3,519)

## Dazos CRM alternatives

[4.4 (18,801)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (824)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## FAQs about Dazos CRM

Overview

### What company size and specific industries is Dazos CRM built for?

Dazos CRM is designed for substance abuse and behavioral and mental health facilities of any size that need to manage leads, referrals, and internal communications. It is best suited to organizations in addiction treatment and mental health services rather than general-purpose businesses.

Features and Usability

### What are the key features of Dazos CRM?

Dazos CRM offers contact management, lead capture, lead qualification, and pipeline management for sales tracking. It also includes appointment management, calendar sync, reminders, and automated scheduling, plus marketing automation, email marketing, reporting and analytics, document storage, patient management, and HIPAA compliance for healthcare workflows.

Integrations

### Which third-party tools and platforms does Dazos CRM integrate with?

Dazos CRM integrates with 13 third-party tools, including AdvancedMD EHR, athenaOne, SimplePractice, TherapyNotes, LLC, TheraNest, Kipu, Alleva, CTM, CallRail, Five9, Constant Contact, and Mailchimp. These integrations cover EHR, calling, and email marketing platforms.

Getting Started and Support

### What training and onboarding options does Dazos CRM offer?

Dazos CRM provides live online training, documentation, and videos to help teams get started. Live online sessions support guided setup and Q&A, documentation offers written reference material for features and steps, and videos provide self-paced learning and review.

Getting Started and Support

### What customer support options does Dazos CRM offer?

Dazos CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Support coverage suggests multiple ways to reach help at any time, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 14,670 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**43%**)
-   **Lead Management** (**44%**)

Dazos CRM supports all three of the features reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and close sales with greater consistency.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Dazos CRM 65 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- For Healthcare: Software designed for the healthcare industry
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Live Chat: Ability to chat online in real time
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Medical History Records: Records of patients' medical history
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Location: Manage and support multiple locations
- Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Physician Management: Track and organize physician schedules and pertinent information
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Predictive Analytics: Predict future data based on historical data sets
- Quotes/Estimates: Generate quotes or estimates for customers
- Records Management: Ability to record, store, update, and retrieve information
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Segmentation: Group leads or contacts based on their specific characteristics
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Pricing

Basic

$0.00

## Integrations

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[

TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[

TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[

athenaOne](https://www.capterra.com/p/98735/athenaOne/)[

Five9](https://www.capterra.com/p/132405/Five9/)[

AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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