Healthcare & Clinics + Managed CRM

Managed CRM for Healthcare & Clinics

Purpose-built managed crm for healthcare providers across Canada. We understand your specific compliance requirements, workflow, and technology environment.

41%

More revenue for CRM users

$8.71

ROI per $1 invested in CRM

23%

Deals lost due to poor follow-up

Conversion rate with automation

The Risks Healthcare & Clinics Face

Healthcare & Clinics face specific managed crm challenges that generic solutions miss.

Patient Communication Is Fragmented

Appointment reminders, recalls, and health campaigns sent from different systems. No unified view of patient engagement.

Missed Recalls Lose Revenue and Create Health Risk

Patients overdue for checkups, vaccinations, or chronic care fall off the radar without systematic follow-up.

PHIPA Compliance in Patient Messaging

Mass email platforms aren't PHIPA-compliant. A managed CRM built for healthcare ensures every patient touchpoint meets privacy requirements.

How Our Managed CRM Works

Four components that protect and optimize your healthcare provider.

CRM Implementation

We stand up, configure, and populate your CRM. Go live in 2 weeks, not 6 months.

Workflow Automation

Leads, follow-ups, and pipeline stages flow automatically. Your team closes — not admins data.

Reporting Dashboards

Live pipeline visibility, conversion rates, and revenue forecasting at your fingertips.

Ongoing Administration

We handle user management, integrations, and CRM health. You never touch the backend.

Everything Included at $295/mo

CRM platform licensing (HubSpot or Salesforce)
Full implementation and data migration
Custom pipeline and workflow automation
Integration with your existing tools
Ongoing CRM administration and support
Monthly pipeline and conversion reporting

Simple, Transparent Pricing

$295/mo

Everything included. No surprises. Cancel anytime.

Start Your 30-Day Trial

90-day satisfaction guarantee. Canadian-compliant.

Ready to Get Started?

Get your free Healthcare & Clinics Managed CRM assessment. We'll show you exactly what's at risk and how to fix it.

Book Your Free Assessment