Healthcare Sales CRM

Scale Smarter With A CRM Built For Healthcare

Streamline intake, text patients, reduce no-shows, build sales pipelines, and track revenue with one system

Complimentary Strategy Session Browse Services

CRM Services

A CRM Built For Local Healthcare Practices

High-Converting Touchpoints

Never lose a lead. Automated texts and emails send testimonials, case studies, and education blogs based on what services the patient is interested in

Sales Pipeline
Visibility

See exactly where every patient is in the journey from appointment scheduled to no-show to booked visit to post-visit nurtures and more.

Referral Source
Tagging

Track which hospitals, providers, or marketing campaigns drive actual revenue, not just clicks or impressions

Unified Lead Inbox

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

One-Click
Reporting

No spreadsheets—get instant metrics on pipeline value and lead sources.

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Our Process

A Simple Process to Automate Patient Growth

Complimentary Strategy Session 

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.

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.

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

Full Funnel Growth Audit

Complimentary audit that analyzes what’s broken in your funnel with an actionable roadmap which shows exactly how to fix it.

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AI-Powered Front Desk

Automate reminders, follow-ups, and post-care messages to reduce no-shows and ease front desk workload.

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Press & News Articles

Elevate your personal brand and become the go-to authority in your field with our reputation-building system.

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Healthcare CRM

Streamline follow-ups, reduce no-shows, and close more patients with a HIPAA-compliant healthcare CRM built for growth.

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Smart Website Development

Your custom-built website and comes with live chat, online booking, custom forms, and so much more. The possibilities are endless.

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Paid Ads Management

Get more high-quality patients, reduce acquisition costs, and consistently fill your schedule with targeted advertising.

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Local SEO Strategy

Dominate local search. Outrank competitors. Contact us for a free SEO audit and see what’s costing you traffic and appointments.

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Analytics & Reporting Suite

Know where every patient came from and where to reinvest. Live data available 24/7. No blind spots. No guesswork.

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In-Person Seminars

Talk to dozens of warm leads at once with fully hosted, done-for-you patient dinner seminars. Improve your personal brand.

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Webinar Funnel Build

Convert cold traffic into booked appointments with a high-converting, automated webinar funnel

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Google Business Profile

Rank higher locally and attract more patients with optimized, fully-managed Google Business Profile listings.

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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.

2025 Data-Backed Insights From Industry Leaders