“If you’re looking for value and speed, LeadSquared is the logical choice. Two years in, we continue to see its impact and keep finding new ways to use it.”
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Revenue growth
Increase in referral conversions
Team productivity
Manual effort
Founded in 2021, Posterity Health set out with a powerful mission: to expand access to male fertility care and reduce the stigma surrounding men’s health. From day one, the organization offered telehealth-based services led by reproductive urology specialists.
As the practice grew, so did the demands on its operations. Initially, the team relied on an entry-level telehealth platform to manage daily workflows. While it met early needs, the system couldn’t scale with the business. It lacked the integration and workflow automation required for a growing, patient-focused practice.
When the team evaluated EMRs like Epic and Athena, they saw strong clinical features but one critical shortfall: limited referral management capabilities, which were critical to Posterity’s speed- and access-driven growth model.
Meanwhile, outreach and engagement remained manual. Staff had to send messages and follow up one by one, which became unsustainable during patient surges and limited the conversion opportunities.
“We were expending a lot of human capital on outreach, and when the volume spiked, we would fail to do it consistently. The reliability of automation was something we desperately needed.”
To overcome these challenges, Posterity Health implemented a dual system: Athena as the EMR for robust clinical management, and LeadSquared as the HIPAA-compliant CRM to unify referral management and marketing automation. This combination provided the scalability, reliability, and seamless integration the organization needed.
LeadSquared enabled Posterity Health to automate patient outreach, replacing manual processes with consistent, trackable workflows across email, text, and calls. With automation, no inquiry was missed during peak demand while reporting and dashboards gave the team clear visibility into performance.
Additionally, the seamless integration between LeadSquared and Athena allowed data to move freely across systems. Appointments, e-commerce purchases, and patient updates in Athena could automatically trigger workflows in LeadSquared, supporting faster response times and a more connected patient experience.
Posterity Health also found LeadSquared’s speed, value, and service unmatched:
“When you looked at LeadSquared versus Salesforce, the cost was 35–40% lower, the consulting resources were in-house, and the speed to value was faster. That made it easy for us to commit.”
By implementing Athena and LeadSquared together, Posterity Health achieved measurable improvements in both patient engagement and business performance. The organization reported a 7X increase in revenue with the same team size, highlighting significant efficiency gains. Conversion rates also rose dramatically: in the fertility channel, inquiries converted at 76–78% compared to just 54–55% previously, reflecting the impact of automated and consistent outreach.
Operationally, automation eliminated manual tasks like sending individual text messages and data entry, giving staff more time to focus on patients while reducing errors. Integration between Athena and LeadSquared streamlined workflows, ensuring inquiries moved seamlessly across systems and triggering the right follow-ups at the right time.
“We’re doing seven times the revenue we were doing before LeadSquared with the same number of people, and our conversion rates improved by more than 20 percentage points. That’s the power of automation and integration.”
