PilotPractice

Healthcare CRM (KloudMD) with a shared inbox, texting and call tools, sold with marketing services
1.6/5 · How we score · Last checked Oct 1, 2026

Score breakdown

8 of 24 checks passed. The score counts what PilotPractice publishes, not how well it performs.

1.6/5
Pricing transparency0.0
Terms and commitment1.0
Med spa fit4.0
Proof and track record2.0
Support and onboarding1.3
Show all 24 checks
Pricing transparency · 0/5
  • –Publishes a pricenot found
  • –States how it chargesnot found
  • –States setup or onboarding feesnot found
  • –States extra costs such as add-ons or ad spendnot found
  • –Lists what each plan or package includesnot found
Terms and commitment · 1/5
  • –States the minimum termnot found
  • –Offers month to monthnot found
  • –Publishes cancellation or return termsnot found
  • ✓Offers a free trial, demo, audit or consultationsource
  • –States how you get your data outnot found
Med spa fit · 4/5
  • ✓Has a page for this industrysource
  • –Names this industry as its only or a core marketnot found
  • ✓Shows a named client or case study in this industrysource
  • ✓Lists services or features built for this industrysource
  • ✓States that it supports HIPAA compliance or offers a BAAsource
Proof and track record · 2/5
  • –Publishes a case study with a stated resultnot found
  • ✓Names its leadership or teamsource
  • –Publishes its founding yearnot found
  • –Has a third-party review profile with 10 or more reviewsnot found
  • ✓Names clientssource
Support and onboarding · 1/4
  • ✓Lists how to reach supportsource
  • –States support hoursnot found
  • –Describes onboardingnot found
  • –Has a public help center or documentationnot found

In one line

Names its founders and offers a BAA and a demo, but publishes no CRM pricing, contract terms or cancellation terms on the pages checked.

About PilotPractice

PilotPractice is a healthcare marketing company founded by Roy Kesserwani and Julie Kesserwani. Its CRM, KloudMD, has a page for med spas that describes one inbox for leads from social media, website forms and calls, automations for booking and review requests, two-way texting and reporting by procedure and marketing channel. The company also sells websites, SEO and paid ads across many medical specialties.

The site does not list a price for the CRM. It says a BAA is offered to every practice and points to a trust center. Treat Medspa is shown as a client on the med spa page.

Who it is for

A med spa that wants a lead inbox connected to its EMR and is also open to buying website and marketing work from the same company.

Pricing

PilotPractice does not publish prices on its website.

Setup fee
Not published
Extra costs
Not published
Minimum term
Not published
Cancellation
Not published

Prices as published on Oct 1, 2026. Confirm current rates with PilotPractice.

Services

Healthcare CRM (KloudMD)Shared inbox for social media, web form and call leadsTwo-way textingCall intelligenceReview requestsEMR integrationsMarketing agency services

Key features

One inbox for social media, website form and call leadsAutomations for booking and review requestsCall recordings and booking rates by staff member

Built for med spas

Lead capture from Instagram DMs and consultation requestsROI tracking by procedure and marketing channel

What it publishes and what it doesn't

On its website

  • ✓ Offers a free trial, demo, audit or consultation
  • ✓ Has a page for this industry
  • ✓ Shows a named client or case study in this industry
  • ✓ Lists services or features built for this industry
  • ✓ States that it supports HIPAA compliance or offers a BAA
  • ✓ Names its leadership or team
  • ✓ Names clients
  • ✓ Lists how to reach support

Not found on its website

  • – Publishes a price
  • – States how it charges
  • – States setup or onboarding fees
  • – States extra costs such as add-ons or ad spend
  • – Lists what each plan or package includes
  • – States the minimum term
  • – Offers month to month
  • – Publishes cancellation or return terms
  • – States how you get your data out
  • – Names this industry as its only or a core market
  • – Publishes a case study with a stated result
  • – Publishes its founding year
  • – Has a third-party review profile with 10 or more reviews
  • – States support hours
  • – Describes onboarding
  • – Has a public help center or documentation

Sources

Every fact on this page was read on these pages on the date shown.

  1. pilotpractice.com/about
  2. pilotpractice.com/emr-integrations
  3. pilotpractice.com/crm/medspa
  4. pilotpractice.com/case-studies
  5. pilotpractice.com
  6. pilotpractice.com/hipaa-compliant-marketing

More in CRM & Lead Management