Healthcare CRM


Healthcare CRM software for patient acquisition. You can create personalized engagements that lead to better overall patient experience. 

360-degree patient profile

Obtaining all the information at the right time is an effort, especially when the information is distributed across different software. With our easy to use Healthcare CRM you have the option to add custom fields to best fit your needs.  You can obtain views to deliver personalized experiences, access patient demographics, activities, conversations, phone calls, emails, etc. 

You can easily link to external sources or securely store patient treatments or preferences information. Also, you can get a single view for all your patient details by integrating with the other management tools.

Make prospects ready to buy

A sales pipeline will help you visualize your sales process and will show you where your deals are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.

The visual pipeline in the CRM makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line. 

Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.    

Generate new Leads

Capture new leads directly from your website or 3rd parties (agents) into your  Healthcare CRM , automatically create tasks to follow up, send welcome emails, etc. 

You can create unlimited Web Forms to collect new Leads. You may use your company logo, colors and styling options to match your branding. 

With Onpipeline Healthcare CRM you can also receive new leads by integrating external systems via API, the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other.

Save time with Automations

Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities. 

You will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

HIPAA Compliance

Onpipeline Healthcare CRM  is HIPAA compliant. We meet the physical and technical safeguards as required by HIPAA, with the exception of data encryption for storage, which is not a ‘required’ element of HIPAA.

While we do encrypt passwords, we do not encrypt all data stored on our servers. Data transmission is done via HTTPS / Secure Sockets Layer where we obtain A+ overall rating (which is the maximum). 

The business associate agreement should be assessed by your compliance legal department, and a signed copy can obtained from us.

Onpipeline™ is a cloud-based CRM that helps companies improve customer relationships and never miss business opportunities. Sales teams can easily setup and manage contacts, deals, activities, automations, and the entire sales process from anywhere.

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