Healthcare Sales CRM

A Healthcare CRM Built For Modern Practices

Implement an AI-enabled sales system to help you close more patients with less effort.

CRM Services

A CRM Built For Local Healthcare Practices

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Automated Follow-Up

Trigger SMS and email workflows to engage new leads instantly, reduce no-shows, and increase conversions.

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Review Automation

Prompt happy patients to leave 5-star reviews automatically while directing complaints to your team

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Pipeline Tracking

Visualize every stage of the patient journey from lead to booked visit so your team can follow up with precision.

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Unified Lead Inbox

See every lead - calls, referals, chats, DMs - in one HIPAA-compliant dashboard

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Reporting Dashboards

Track every campaign, lead source, and conversion rate to see what’s driving booked revenue.

Our Process

A Simple Process to Automate Patient Growth

Complimentary Strategy Session  
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1. Diagnose

We start with a complimentary Zoom growth audit to identify what’s working, what’s not, and where you’re losing potential patients.

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2. Prescribe

Based on the audit, we create a custom roadmap that outlines exactly what needs to be done to improve patient acquisition and lower cost per lead.

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3. Execute

Our team fully implements and manages your custom roadmap - driving consistent patient inquiries, optimizing weekly, and tracking every dollar spent.

Growth Without The Guesswork

A Complete Patient Growth System Designed For Local Healthcare Practices

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Get In Touch For A Complimentary Strategy Session

This isn’t a sales call - it’s a strategy session. We analyze your current sales process & walk you through what's working, what’s not, and steps to improve your patient acquisition system. No fluff. No BS. Just raw insights.