Deliver better healthcare solutions faster with secure, integrated CRM software designed for physician, dental, veterinary, and specialty clinics. Real-time information for all team members.
Years of CRM Innovation
Businesses Transformed
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Customer Support
Modern healthcare providers must adapt to change at an unprecedented pace while managing complex interactions between doctors, patients, and treatment options. Traditional systems create friction in patient-provider relationships through disconnected communication channels, fragmented patient data, and manual administrative processes.
The consequences impact both patient outcomes and operational efficiency. Healthcare organizations need a solution that reduces friction, automates relationships, and brings all constituents into one unified system for better constituent relationship management.
Salesboom CRM Software offers an all-in-one cloud solution with functionality to accommodate product, patient, and supplier information while tracking patient information requests and documentation. This solution is suitable for physician, dental, chiropractor, research, optometry, and veterinary clinics.
Our platform delivers integrated, real-time information to all team members with both front-end and back-end integration for efficient end-to-end management of order and supply activities in clinical practice.
Automate patient relationships with the communication tools patients prefer—voice, email, text, website, portal, or SMS messaging. Modern patients expect 24/7 access through websites, portals, and mobile apps. By giving patients the tools to interact on their terms, healthcare providers achieve:
This multi-channel approach keeps patients informed, engaged, and empowered while freeing healthcare professionals to focus on complex care delivery.
Better manage employees, contract workers, staffing agencies, donors, and vendors in one system. In healthcare, CRM stands for "Constituent Relationship Management"—bringing all stakeholders into the mix.
Forward-thinking institutions use CRM to better manage relations, opportunities, and risks among all stakeholders by:
Manage staffing and hours, candidate hiring, HR, and human capital management all within one platform.
Healthcare organizations face unique staffing challenges with distributed workforces, locum tenens, and shift-based scheduling. Salesboom CRM provides comprehensive workforce management capabilities designed specifically for healthcare operations.
Cloud-based timesheets, expense tracking, and approvals streamline temporary staffing management. Track locum tenens schedules, hours worked, and expenses with real-time visibility and automated approval workflows.
Manage credentialing, licensing verification, and compliance documentation with milestone management and complete audit trails. Ensure all healthcare professionals meet regulatory requirements before patient interaction.
Coordinate complex healthcare projects with document management, milestone tracking, approvals, and workflow automation. Real-time alerts keep all team members informed of critical deadlines and changes.
Online document signatures through integration with Adobe Sign and DocuSign eliminate paper-based processes. Patients and staff can sign consent forms, treatment plans, and administrative documents electronically with full legal compliance.
Support distributed workforces with an all-in-one solution pre-integrated out of the box. Enable telehealth, remote administrative work, and flexible scheduling while maintaining security and compliance standards.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamHealthcare organizations handle highly sensitive patient information requiring rigorous security measures and compliance with regulatory standards including HIPAA, HITECH, and other healthcare privacy regulations.
Salesboom's cloud infrastructure meets stringent HIPAA requirements with encrypted data transmission, secure data storage, and comprehensive audit logging. All patient health information (PHI) is protected with industry-leading security protocols.
Security features include SSL/TLS encryption, multi-factor authentication, automatic session timeouts, and regular security audits to ensure continuous compliance with evolving healthcare regulations.
Define precise access levels for different user roles including physicians, nurses, administrative staff, billing personnel, and external partners. Control who can view, edit, or delete sensitive patient information based on job function and necessity.
Permission management extends to individual patient records, clinical notes, billing information, and treatment plans, ensuring minimum necessary access while maintaining workflow efficiency.
Every system action is logged with timestamp, user identification, and action type for complete accountability. Comprehensive audit trails track all access to patient records, data modifications, and system configuration changes.
Generate compliance reports for regulatory audits, demonstrating adherence to HIPAA requirements and organizational policies. Automated alerts notify administrators of suspicious access patterns or policy violations.
Automated daily backups with geographic redundancy ensure data availability and business continuity. In the event of system failure or disaster, healthcare organizations can quickly restore operations with minimal data loss.
Regular disaster recovery testing validates recovery procedures and ensures healthcare providers can maintain patient care continuity under any circumstances.
Effective healthcare marketing requires understanding patient needs, preferences, and behaviors while maintaining compliance with healthcare marketing regulations. Salesboom CRM enables targeted, compliant marketing campaigns that improve patient acquisition and retention.
Execute integrated marketing campaigns across email, SMS, direct mail, social media, and patient portals from a single platform. Track campaign performance with real-time analytics showing opens, clicks, conversions, and ROI by channel and demographic segment.
Segment patient populations by demographics, medical history, treatment plans, insurance coverage, and engagement patterns. Create highly targeted campaigns for preventive care reminders, chronic condition management, seasonal wellness programs, and new service announcements.
Reduce no-shows with automated appointment reminders via email, SMS, and phone calls. Configure reminder timing and frequency based on appointment type, patient preferences, and historical attendance patterns to maximize show rates and optimize scheduling efficiency.
Visualize complete patient journeys from initial contact through ongoing care. Identify opportunities to improve patient experience at each touchpoint. Automated workflows trigger appropriate communications based on patient status, treatment stage, and engagement level.
Monitor online reviews across Google, Healthgrades, Vitals, and other healthcare review platforms. Automated campaigns solicit feedback from satisfied patients while providing tools to address negative reviews quickly and professionally, protecting practice reputation.
Track marketing campaign performance with comprehensive analytics showing patient acquisition costs, lifetime value, and marketing ROI by campaign, channel, and source. Attribution modeling reveals which marketing efforts drive the most valuable patient relationships.
Data-driven decision-making improves clinical outcomes and operational efficiency. Salesboom CRM provides comprehensive analytics and customizable reporting tools that transform healthcare data into actionable insights.
Monitor critical healthcare metrics with real-time dashboards customized for different roles and responsibilities:
Create custom reports tailored to specific organizational needs with drag-and-drop report builder:
Healthcare organizations using Salesboom CRM experience measurable improvements in patient satisfaction, operational efficiency, and financial performance.
Improve patient experiences through better communication, reduced wait times, and personalized care coordination. Patients appreciate 24/7 access and responsive service.
Automate administrative tasks, streamline workflows, and eliminate duplicate data entry. Staff spend more time on patient care and less time on paperwork.
Reduce revenue leakage through better billing processes and accounts receivable management. Increase patient retention and lifetime value through superior service.
Maintain HIPAA compliance with built-in security controls, audit trails, and documentation management. Pass audits with confidence and protect patient privacy.
Salesboom's proven implementation approach ensures rapid deployment with minimal disruption to clinical operations. Our Fast Track methodology combines deep healthcare expertise with efficient project management to deliver results quickly.
Comprehensive assessment of current processes, workflows, and technology infrastructure. Identify pain points, integration requirements, and success criteria. Develop detailed project plan with milestones and resource allocation.
Configure system to match healthcare organization's specific workflows and requirements. Customize fields, forms, and processes without extensive programming. Integrate with existing systems including EHR, billing, and practice management software.
Migrate patient records, staff information, and historical data with data cleansing and validation. Conduct thorough testing including workflow validation, security verification, and performance optimization. User acceptance testing ensures system meets requirements.
Comprehensive training for all user roles with hands-on exercises and real-world scenarios. Change management support helps staff adapt to new workflows and maximize system benefits. Training materials and resources available for ongoing reference.
Coordinated launch with on-site support during critical go-live period. Monitor system performance and user adoption closely. Address issues immediately to ensure smooth transition and minimize disruption to patient care.
24/7 technical support from healthcare CRM specialists. Regular system health checks and performance optimization. Quarterly business reviews identify opportunities for process improvement and additional functionality deployment.
Whether you're a solo practitioner or a multi-location healthcare system, Salesboom CRM scales seamlessly to support your growth without requiring expensive reimplementation or system replacements.
Pre-configured for healthcare operations out-of-the-box, yet fully customizable to unique requirements. Capacity for user or professional customization with fully extensible platform. Point-and-click configuration for common changes, custom development for unique requirements.
Web Services API and AJAX/COMET controls are system standards, enabling rapid custom development and third-party integrations. Connect to EHR systems, practice management software, billing systems, and lab interfaces seamlessly.
Costs are contained because the platform is proven both flexible and stable. No unexpected expenses from system limitations or required upgrades. Transparent pricing with predictable monthly costs enables accurate budget planning.
Extensive partner network of over 125 different solution providers enables connections to virtually any healthcare technology ecosystem. Pre-built integrations with leading healthcare software reduce implementation time and cost.
Salesboom CRM solutions integrate identified business processes and quality standards with manufacturing practices and service delivery protocols. The software aids in enforcing guidelines and can identify achievements and problems in process or performance for immediate correction.
Elevate recall protections for medical devices, pharmaceuticals, and supplies as part of quality management approach. Comprehensive information about the clinical environment available on-demand enables rapid response to safety concerns.
Implementation guarantees cost containment through streamlined clinical and distribution operations using front and back-end tools as part of standard software offerings. Guaranteed visibility across all areas from finance to operations and across the supply chain.
Meet demands of regulatory bodies with automated compliance tracking, audit trails, and documentation management. Demonstrate adherence to standards during inspections and audits.
Track quality indicators across clinical operations, identifying trends before they become problems. Continuous improvement processes built into the system enable ongoing quality enhancement.
Salesboom CRM will deploy a solution that enhances services and processes so you can achieve positive ROI as quickly as possible. Managing change and challenge requires a tight partnership with your vendor.
Getting something up and running quickly and reliably is very possible, and relying on your vendor to help might be the best move you can make. Together, we work with our customers through the change, based on sound knowledge tested over time since 2003.
Streamline clinical and administrative processes, reducing time spent on manual tasks. Automation eliminates duplicate data entry and administrative overhead, freeing staff to focus on patient care.
Improve patient loyalty to the hospital or medical clinic through better communication, proactive engagement, and personalized care experiences. Patient retention increases lifetime value and reduces acquisition costs.
Add new services more easily with flexible platform that accommodates new workflows and processes. Launch new programs faster with less implementation time and lower startup costs.
Enable healthcare professionals to spend more time on patient care and less time on administrative tasks. Better information access improves decision-making speed and quality.
Reduce revenue leakage through better billing processes, insurance claim management, and accounts receivable tracking. Identify opportunities for appropriate service recommendations based on patient needs.
Discover how Salesboom CRM can improve patient relationships, automate workflows, and enhance care delivery. Schedule a customized demo tailored to your specialty and see the difference integrated healthcare CRM makes.
Salesboom Clinical Practice CRM Software delivers comprehensive healthcare relationship management for physician, dental, veterinary, and specialty clinics since 2003. Our secure, cloud-based platform integrates patient management, workforce scheduling, compliance tracking, and healthcare marketing in one unified solution. With real-time information sharing, robust security protocols, and proven implementation methodology, we help healthcare organizations improve patient satisfaction, streamline operations, and achieve positive ROI quickly.
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