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✓ Award-Winning Cloud CRM Software Since 2003

Transform Patient Care with Intelligent Clinical Practice CRM

Streamline patient relationships, automate workflows, and deliver exceptional care with our cloud-based CRM platform designed specifically for physician, dental, veterinary, and specialty clinics.

20+

Years of CRM Innovation

3,500+

Businesses Transformed

159

Countries Served

24/7

Customer Support

Comprehensive CRM for Modern Healthcare Practices

Salesboom CRM Software delivers functionality specifically designed to accommodate patient information, supplier relationships, and comprehensive documentation tracking. Our solution serves physician practices, dental clinics, chiropractic offices, research facilities, optometry practices, veterinary clinics, and specialty healthcare providers with integrated, real-time information accessible to all team members.

Re-invent patient-provider relationships and deliver better solutions faster with modern communication tools that patients already use. Our platform integrates website forms, email alerts, SMS messaging, instant messaging with real-time alerts, chatbots, AI-powered automation, comprehensive reporting, dashboards, and analytics—all customized to your exact requirements.

Fast Track Implementation Since 2003

Since 2003, our Fast Track program has been refined across thousands of organizations to identify what works in healthcare settings. We provide build-to-suit customizations and integrations, delivering a pre-integrated solution ready to use from day one. As the developers and maintainers of our own software, we offer the largest pre-integrated suite of front-office and back-office cloud solutions with fully customizable point-and-click configuration.

Reducing Friction in Patient-Provider Relationships

Exceptional patient care begins with seamless communication and accurate information. Salesboom's clinical practice CRM automates patient relationships through the communication channels patients prefer—whether voice, email, text, website portal, SMS messaging, or any combination that works for them.

Partnership-Driven Patient Care

Keeping patient information accurate and current requires partnership between healthcare providers and patients. By giving patients the tools to interact with your practice on their terms, you enable better healthcare that is faster, less costly, and carries less risk for both parties.

Unified Stakeholder Management

Forward-thinking healthcare institutions use CRM to better manage relations, opportunities, and risks among all stakeholders by listening to everyone, aggregating data, learning what works, and continuously improving management practices. By leveraging proven communication methods through websites, portals, and mobile apps, healthcare organizations achieve tremendous gains in the short, medium, and long term.

Key Patient Engagement Features:

  • Self-service patient portal for appointment scheduling and information updates
  • Multi-channel communication (voice, email, SMS, web forms, chatbots)
  • Automated appointment reminders and follow-up communications
  • Real-time access to test results and treatment plans
  • Secure document sharing and consent management
  • Patient satisfaction tracking and feedback collection
  • Integration with patient-preferred communication methods

Managing All Healthcare Stakeholders in One Unified System

Modern healthcare involves complex relationships beyond just patients and providers. Salesboom enables you to better manage employees and contract workers, staffing agencies, donors, vendors, and all constituents in one integrated system. In healthcare, CRM truly means "Constituent Relationship Management."

Employee & Contractor Management

  • Employee and contractor tracking with credentials management
  • Staffing agency coordination and shift management
  • Performance tracking and evaluations

Vendor & Partner Relations

  • Vendor and supplier relationship management
  • Donor relationship tracking for healthcare foundations
  • Volunteer program management

Unified Communication

  • Unified communication across all constituent groups
  • Real-time alerts and notifications
  • Multi-channel engagement tracking

Retention Programs

  • Retention programs through proactive engagement
  • Stakeholder satisfaction monitoring
  • Relationship analytics and insights

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

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Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

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Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

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Streamline Staffing, Scheduling, and Clinical Operations

Healthcare operations require precise coordination of people, resources, and workflows. Salesboom's CRM provides comprehensive tools for managing every operational aspect of your clinical practice.

Staff Management and Scheduling

Manage staffing levels, candidate recruitment, hiring processes, and human capital with integrated HR functionality. Track locum tenens assignments and shift schedules with cloud-based timesheets, expense tracking, and automated approval workflows.

Features include:

  • Cloud-based timesheet management with mobile access
  • Expense tracking and approval workflows
  • Credential verification and expiration alerts
  • Shift scheduling optimization
  • Overtime and coverage management
  • Performance tracking and evaluation

Document Workflow and Compliance

Maintain complete document workflow with vetting processes, milestone tracking, and comprehensive audit trails. Manage projects and tasks with integrated document management, milestone tracking, approvals, and workflow automation to ensure nothing falls through the cracks.

Document management features:

  • Automated document workflow and routing
  • Milestone management with deadline alerts
  • Multi-level approval processes
  • Real-time alerts for time-sensitive documents
  • Online document signature through Adobe Sign and DocuSign integration
  • Complete audit trail for regulatory compliance
  • Version control and document history

Supporting Work-From-Home and Distributed Healthcare Teams

The modern healthcare environment demands flexibility in how and where teams work. Salesboom's all-in-one solution is pre-integrated out of the box, enabling seamless work-from-home capabilities and distributed workforce management.

Flexible Remote Work Support

Our implementation process begins with consultation to identify your immediate needs, followed by customized demos that showcase how the system will work for your specific practice. We then customize the CRM, migrate your data, and train all users to ensure quick wins and sustainable gains. This approach makes the system easy to use and establishes us as trusted partners in your ongoing innovation.

Cloud Access

  • Secure cloud access from any location
  • Mobile-responsive interface for tablets and smartphones
  • Real-time synchronization across all devices

Virtual Collaboration

  • Virtual meeting integration
  • Secure patient data access with role-based permissions
  • Collaborative document editing

Mobile Productivity

  • Mobile apps for iOS and Android
  • Offline capability with automatic sync
  • Push notifications for urgent matters

HIPAA Compliance and Healthcare Security Standards

Protecting patient information is paramount in healthcare. Salesboom's CRM is built with comprehensive security controls and HIPAA compliance features to safeguard sensitive health information while enabling efficient clinical workflows.

Encryption & Data Protection

End-to-end encryption for data in transit and at rest. SSL/TLS protocols for secure communication. Encrypted database storage with multiple backup layers.

Access Controls

Role-based access control (RBAC) with granular permissions. Multi-factor authentication for enhanced security. Automatic session timeouts and secure password policies.

Audit Trails

Complete audit logs tracking all system access and data modifications. Timestamp and user identification for every action. Tamper-proof logs for compliance verification.

Data Backup & Recovery

Automated daily backups with geographic redundancy. Point-in-time recovery capabilities. Disaster recovery procedures and business continuity planning.

Compliance Reporting

HIPAA compliance reports and documentation. Security risk assessments and vulnerability scanning. Breach notification procedures and incident response.

Training & Awareness

HIPAA training modules for all users. Security awareness programs and best practices. Documentation and policy management tools.

Powerful Analytics and Data-Driven Decision Making

Transform healthcare data into actionable insights with comprehensive analytics and customizable reporting tools designed specifically for clinical practice management.

Real-Time Healthcare Insights

  • Customizable dashboards for different roles and responsibilities
  • Real-time patient volume and appointment tracking
  • Financial performance metrics and revenue analysis
  • Patient satisfaction scores and feedback trends
  • Staff productivity and utilization reports
  • Treatment outcome analysis and quality metrics
  • Marketing campaign effectiveness tracking
  • Automated report scheduling and distribution

Seamless Integration with Healthcare Systems

Connect Salesboom CRM with your existing healthcare technology ecosystem through native integrations and robust API capabilities.

EHR/EMR Systems

Bidirectional integration with leading electronic health records platforms for seamless patient data flow.

Practice Management

Integration with practice management and billing systems for unified financial operations.

Lab Interfaces

Electronic lab result integration with automatic patient notifications and provider alerts.

Custom APIs

Robust Web Services API for custom integrations and third-party application connectivity.

Why Healthcare Organizations Choose Salesboom

Healthcare organizations worldwide trust Salesboom to manage their most critical patient relationships and operational workflows. Our platform combines the deep functionality healthcare requires with the flexibility to adapt to your unique practice needs.

Healthcare-Specific Design

Purpose-built for clinical practice workflows with understanding of healthcare regulations, compliance requirements, and specialty-specific templates for various practice types.

Proven Stability

Over 20 years serving healthcare organizations with consistent uptime and performance. Regular updates delivered without disruption to your operations.

Cost Containment

Predictable monthly pricing with no hidden fees. Costs contained through our flexible, stable platform with lower total cost of ownership than competitors.

Flexibility & Extensibility

Optional customization for unique requirements with user-level and professional customization available. Fully extensible platform for future needs.

Partnership Approach

Implementation support from healthcare CRM experts with ongoing consultation and optimization. Trusted partner relationship, not just vendor.

Investment in Success

We're invested in your long-term success with continuous innovation, regular updates, and dedicated support to help you achieve your healthcare goals.

Specialized Solutions for Every Healthcare Practice Type

Salesboom CRM serves a diverse range of clinical practice types, each with unique workflows and requirements. Our flexible platform adapts to support physician practices, dental clinics, chiropractic offices, research facilities, optometry practices, veterinary clinics, and specialty healthcare providers.

Physician Practices

  • Multi-specialty practice management
  • Referral tracking and care coordination
  • Electronic prescribing integration
  • Lab result management and patient notifications

Dental Clinics

  • Treatment planning and case presentation
  • Insurance verification and pre-authorization
  • Recall and hygiene appointment automation
  • Digital imaging and x-ray integration

Chiropractic Offices

  • Treatment plan tracking and compliance
  • Progress documentation and outcome measurement
  • Personal injury case management
  • Medicare and insurance billing support

Research Facilities

  • Study participant management and recruitment
  • Informed consent tracking and documentation
  • Protocol compliance monitoring
  • Data collection and reporting for clinical trials

Optometry Practices

  • Eyewear inventory and ordering
  • Vision insurance processing
  • Optical lab integration
  • Exam scheduling and recall programs

Veterinary Clinics

  • Multi-pet household management
  • Vaccination schedules and reminders
  • Prescription refill automation
  • Emergency and after-hours protocols

Ready to Transform Your Clinical Practice Operations?

Discover how Salesboom's healthcare CRM can streamline your patient relationships, improve operational efficiency, and ensure compliance. Schedule a personalized demo tailored to your practice type and see the difference integrated patient management makes.

Salesboom's cloud-based clinical practice CRM software streamlines patient relationships, automates workflows, and ensures regulatory compliance for physician practices, dental clinics, veterinary hospitals, and specialty healthcare providers. Our comprehensive platform integrates patient management, staff coordination, document workflow, and analytics in one unified system trusted by healthcare organizations since 2003. Transform your clinical operations with customizable, scalable CRM solutions designed specifically for the unique needs of modern healthcare delivery.

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