Service
CRM and Marketing Automation for Healthcare Practices
One place for every lead and patient inquiry, with follow-up that runs on its own and no lead left unanswered.
Leads are lost between systems
A call goes to voicemail. A form arrives in an inbox no one checks. A Facebook lead sits in a spreadsheet. Each of these is a possible patient who never gets a reply. A CRM brings every source into one place and automation makes sure each lead gets a response.
What is included
- One inbox. Calls, texts, chats, forms and ad leads in a single conversation view.
- Pipeline stages. New lead, contacted, booked, showed, and reactivation, so you see where people stall.
- Automatic follow-up. Fast first replies, reminders and nudges that run without staff effort.
- Referral tracking. Sources such as physicians, patients and partners, with thank-you messages.
- Source reporting. Which search, ad, listing or referral produced each booking, reported monthly.
- Alerts. Your team is notified when a lead needs a person.
How we set it up
We map your current lead paths, connect your phone line, website forms, ad platforms and calendar, and build the pipeline. Then we add automations one at a time and test each before turning it on. We keep health details out of the CRM and limit access to people who need it.
How it fits with other services
The CRM is the record that makes the other services measurable. Google Ads management and local SEO send leads in, the AI front desk answers them and email and text marketing follows up. See lead generation and conversion for the full path.
Who it fits
Practices that want to know where bookings come from and stop losing inquiries. It is especially useful for physical therapy clinics managing referral sources and for multi-provider dental practices.
FAQ
CRM and Automation questions
What is a CRM for a medical practice?
A customer relationship management system keeps every inquiry, conversation and booking in one place, so your team can see where each lead came from and what happened next.
Does this replace my practice management or EHR system?
No. It sits beside it, handling marketing contacts, messages and bookings. We keep clinical records out of it.
What can be automated?
Follow-up messages, reminders, review requests, referral thank-yous and alerts to your team when a lead needs a call. You choose what runs and what does not.
Is the data secure?
We limit what is stored, control access and use a business associate agreement where a vendor handles protected health information. We keep clinical details out of the marketing system.
Who it is for
Built around your kind of practice
The same service is applied differently for each specialty. Pick the one closest to yours.
Talk through crm and automation for your practice
Book a free 30-minute strategy call. We look at how patients find you today and outline a 90-day plan with costs up front.