The first US software designed specifically for Ayurvedic Practitioners

1. YOUR AYURVEDA SOFTWARE SOLUTION

2. System Overview
Settings
Database Management System
Ayurveda
Practice
Client
Relationship
Appointments
and Tasks
(*) Clinic
Management
Emails &
Alerts
(*) Clinic Management includes Inventory Management and Billing

3. System Configuration
 All you need is your Personal Computer / Internet connection
 Sattvic Sage Solutions is On-The-Cloud
 No Need to Download Software
 No Installation Required
 Automatic Data Back-up
 SSL and Encrypted Data Communication

4.  CRM Client Database, Dashboard, Notes,
Reports, Invoicing, Inventory
 Calendar, Appointment Setting,
 Auto 'Appointment Confirmation' Emails
 Upload Documents or Images to client profiles
 Customizable Management Settings to include
your business Logo, Treatment Options,
Service Options, Specific Herbs & more!
 Cloud-Based -
Accessible from PCs or Mobile Devices
 Secure SSL Certification
 Data Encryption
Assessment Modules:
 Dosha
 Prakruti ~ Vikruti
 Sampratpi
 Jihva Pariksha
 Nadi Pariksha
 Manas
Treatment Modules:
 Rasayana
 Panchakarma
 Curative Treatment
Pre-Formatted Options available or
Customizable to your specific input
 Exports all treatment suggestions into a
printable 'Client Report' for print or email
Key Features

5. Key Features
Automatic Data Backup
Access Versions: Single User or Multi-User
Establish Log-In & Access Levels for Each User
May be linked to your business website
May be utilized in English or French
May be utilized in All Currencies
Affordable, Competitive Pricing
Automatic Recurring Billing
One-On-One Training provided
Step-By-Step User Manual
Ongoing Personal Support & Help-Desk
Personal Demo Prior to Commitment

6. Rasayana Treatment Options

7. Panchakarma Treatment Options
Each Section Allows for Numerous Options
or Customized Recommendations
Purvakarma
Ahara
Snehana
Swedana
Pashchatkarma
Vihaara
Samvahan
Panchakarma
Vamana
Virechana
Basti
Shirovirechana
Raktamokshana

8. Curative Treatment Options
Completely Customizable

9. Conceptual Workflow
Assessments: Client Intake ~ Dosha, Prakruti, Vikruti, Samprapti
Jihva Pariksha, Nadi Pariksha, Manas
Treatments:
Rasayana, Panchakarma, Curative, Allopathic Referrals
VATA % PITTA % KAPHA % IMBALANCE %
Client’s Report

10. www.sattvicsagesolutions.com
Login page

11. Change to French with 1 Click!

12. 3 Level Credentials

13. Intuitive Navigation Panel

14. Dashboard: All-in-One Screen

15. Dashboard: All-in-One Screen
Directly from CRM Module, View
your Daily Actions for Clients

16. Dashboard: All-in-One Screen
Directly from TASK Module, View
your Reminders for
Non-Client-Related Tasks

17. Dashboard: All-in-One Screen
Directly from INVENTORY
Module, View Notifications when
running low in quantity

18. Dashboard: All-in-One Screen
Directly from your CALENDAR, View
your Appointments for the day

19. Sequencing Your Set-Up
Simple Steps
 Clinic
 Currency
 Units of Measure
 CRM Settings
 Clients
 Services
 Products
 Staff - Set Privileges - Credentials
How-to
 Step-by-step “How-To” Manual:
Just click “Help” in the Navigation Bar
 Examples/Screens described in detail
 Simple wording
 Total 150 pages! (not hundreds or thousands)

20. CRM - Client Relationship Management

21. SEARCH: Easily find clients by keywords
CRM – Search Made Easy

22. SORTABLE COLUMNS: Just
click the Column Title to resort
CRM – Sort by Column Title

23. When it was last time that you
contacted your Clients?
CRM – Once upon a time…

24. What will happen next for your Client?
CRM – Action Items ~ What Next?

25. When will the next action
need to occur?
CRM – Action Items ~ When?

26. At anytime, you may export the entire
database into Excel
with just 1 - Click!
CRM – Freely Export Data

27. If you want to import your current
lists of Clients, just click here!
CRM: Import Current Client Info

28. What format do I use? Simple!
Download your example and do
the same 
CRM: 'How-To' Import Client Info

29. Clinic/Practitioner Management
Set up Your Services, Treatments, Products & Pricing

30. Import Current Services

31. Inventory Management

32. All Settings

33. Clinic/Practitioner Setting
Input your information - Add Logos, Etc

34. Working Calendar

35. Pick Your Currency

36. Choose Your Units of Measurement

37. Personalize Your CRM

38. Personalize Your Email Preferences
Decide Who Receives and When

39. Import your current Clients
from another list or system

40. Inventory Management

41. Manage Your Staff

42. Assign/Limit Access Privileges for
Each Staff Member (by Function)

43. CRM: Add New Client

44. CRM: Client Management System

45. Client’s Information & Functions:
All in One Screen

46. Client Actions / Notes

47. Ayurveda Practice

48. Client Assessment

49. Client Intake

50. Prakruti

51. Vikruti

52. Jihva Pariksha

53. Nadi Pariksha

54. Manas

55. Samprapti
Includes Drop-Down Boxes for Each Section. May be stored for future cross-check

56. Image Upload

58. Dietary Plan

59. Exercise

60. Meditation

61. Yoga Asana

62. Pranayama

63. Mantra

64. Dinacharya

65. Social Behavior/Life Style

66. Cleansing Plan

67. Aromatherapy

68. Color Therapy

69. Sound Therapy

70. Gem Therapy

71. Ayurveda Body Therapies

72. Chakra Balance

73. Marma Therapy

74. Panchakarma

75. Client Report
• Automatically Generate a PDF Report
• 3 Options: Print, Save or E-mail to Client

76. Calendar
Establish day/times of availability

77. Calendar

78. Set Appointment

79. Appointment Confirmation
Upon Clicking 'Confirm'
button, Automatic Emails will
be received by Client, based
on your preferences
- Confirmation E-mail
- Reminders

80. Tasks Management

81. Add New Task

82. 'Re-order Point' Inventory Report

83. Generate Invoices - Print/Mail/Email

84. Karla A. Cain
Owner
Pierpaolo Mangeruga
IT & Engineering Director
CALL OR EMAIL US FOR A LIVE DEMO!
SATTVICSAGESOLUTIONS@GMAIL.COM 708-638-4663