Healthcare CRM software for Managing Patient Acquisition and Relationships


Create personalized engagements that lead to better overall patient experience. 

What is a Healthcare CRM?

It is a patient relationship management system. In other words, it is a platform that keeps track of relationships and this includes contact information, interactions such as phone calls and e-mails, how much money patients have spent and which services they “prefer”You can update details for all your patients within a single platform and obtain a complete view.

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. 

Moreover, 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.

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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. 

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

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Generate new Leads

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

With Onpipeline Healthcare CRM you can 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.

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

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Integrate CRM with EHR 

We provide API and Widgets to organizations that want to connect their CRM account to EHR. The ability to add custom fields to the CRM database allows integrations with external systems and content personalization.

Through our API (included in all plans) it is possible to sync your CRM data with external applications and databases in real time and have all the information you need within Onpipeline. For example, hospital information, billing details or any relevant data during the sales process may be available within the patient contact information.

Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.

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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. 

For example, 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.

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HIPAA Compliance

Onpipeline Healthcare CRM is HIPAA compliant for any plan. We meet the physical and technical safeguards as required by HIPAA.

We encrypt 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.

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Privacy & Security

Our security policy ensures the confidentiality, integrity and availability of the CRM data we store. Our policies make sure we provide all members of our team with the best tools and practices.

We we apply solutions to protect your data like 2-Factor Authentication (2FA), SSL connections, automatic account lockdowns if users enter a wrong password too many times, etc.. Read more about our privacy policy

Every day we look for new technologies and we work to add new solutions that can guarantee the security of our customers’ data.

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Yes! You can try a fully functional version for 30 days. You will be able to add users and carry out all the tests you need. Our Support Team is available to answer all your questions. You can activate a trial version at no charge (your are not required to enter a credit card or any payment information). You may subscribe at anytime during your free trial without losing the remaining free days. 

When calculating the cost of your invoice, there are two factors:

  • The number of active seats in your company account
  • The subscription plan you have

Onpipeline is available in 3 different plans: PipelineStandard and Advanced.

All our accounts are billed monthly.

For example, in a Pipeline Plan:
5 users x $12 per user = $60.00 per month, charged at the beginning of your subscription (or renewal date).

If you upgrade / downgrade during the month, we will calculate used/unused time within your billing period and bill you accordingly in your next invoice.

We work with customers of all sizes. The plan depends on the features you want to activate. Starting from the Pipeline plan you will be able to manage contacts and sales processes at a very low price. Our Support Team can work with you to clarify your specific business needs and advise on which plan is the best fit. See our plans

Yes. You are free to change the Plan at anytime. From the billing section of your account you can do it at no cost. Likewise, you can add or remove users from your plan, paying only for the days the users are active.

Onpipeline™ is a cloud-based CRM software that helps companies improve customer relationships. Our CRM systems help sales teams manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.

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