A CRM built for referrals and patient acquisition
Track referral sources, follow up on leads, and see which channels actually bring in new patients.
NEW LEAD
Dr. Kim — referral
Riverside Clinic
QUALIFIED
Oakview Health
WON
Northfield Group
Key capabilities
Referral tracking
See which providers and channels drive new patients.
Pipeline view
Leads tracked from first contact through scheduled visit.
Follow-up automation
Automated reminders so leads don't go cold.
Frequently asked questions
Does this replace our marketing tools?
It's built specifically for healthcare referral and patient-acquisition tracking, and can complement existing marketing tools.
Can it connect to our scheduling system?
Yes, qualified leads can be handed off directly into PMS scheduling.
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