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Every lead in one place. Nobody slips through.

HIPAA-Compliant CRM for Medical Practices

Calls, forms, texts, chats and ad leads all land in one HIPAA-compliant CRM, running under a signed Business Associate Agreement, with follow-up that keeps going until they book.

Your Leads Are Scattered Across Five Inboxes

Forms go to one inbox.

DMs go to another, voicemails to a third, and nobody knows who called back.

Follow-up stops after one try.

A busy front desk calls once. If nobody picks up, that lead goes cold.

Patient details need protecting.

Leads share names, phone numbers and sometimes health details. They belong in a system built for that.

A Medical CRM Built Around Booked Patients

One secure place for every lead, and the follow-up that turns them into visits.

  1. 01
    Every lead in one place

    Calls, forms, texts, chat and ad leads, all in one secure inbox your team can see.

  2. 02
    A pipeline you can see

    Every lead moves from new to booked, so your team knows who needs a call today.

  3. 03
    Follow-up that doesn't stop

    Automatic texts and emails keep going until they book.

  4. 04
    A signed Business Associate Agreement

    Our CRM is HIPAA-compliant and runs under a signed Business Associate Agreement, the contract HIPAA requires for patient information.

  5. 05
    AI on our own servers

    The voice, text and chat agents behind our AI receptionist are our own build and run on our own HIPAA-compliant servers, with call monitoring built in.

  6. 06
    Emails from the same place

    Reminders, recall and offers go out from the same CRM through our healthcare email marketing.

Book a Strategy Call →

Dental CRM, Med Spa CRM and More

Built around the way your practice books: recall for dental marketing, consult follow-up for med spa marketing and lead texts for TRT clinic marketing.

Check My Website
  • HIPAA-compliant, signed BAA
  • Calls, forms, texts and chat in one place
  • A pipeline from new to booked
  • Automatic follow-up
  • AI on our own HIPAA-compliant servers
  • Your patient list belongs to you

HIPAA-Compliant CRM FAQs

Is your CRM really HIPAA compliant?

Yes. Our CRM is HIPAA-compliant and running under a signed Business Associate Agreement.

Is the AI receptionist HIPAA compliant too?

Yes. Our AI voice, text and chat agents are our own build and run on our own HIPAA-compliant servers, with call monitoring built in.

Do I own my patient list?

Always. Your patient list and all your data belong to you. If you ever leave, you take everything with you.

How much does the CRM cost?

It depends on what your practice needs. We'll walk you through pricing on a free strategy call.

Keep Every Leadin One Place

Book a free strategy call. We'll look at your website, your Google listing and your ads before the call, so the call is about your practice, not a pitch.

  • Free strategy call & site audit
  • Launch in 4 to 8 weeks
  • You own everything, always
Book a Strategy Call →

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