AI-Powered CRM for Healthcare

AI-Powered CRM for Healthcare

Increase Patient Satisfaction, Improve Your Team’s Productivity, and Generate More Revenue with LeadSquared’s HIPAA-Compliant CRM

Rating
Customer stories

Healthcare teams that improve satisfaction, productivity, and revenue.

“The Leadsquared solution enabled us to nearly double our referral coordinator productivity. Further we achieved the productivity win while institutionalizing our one day referral responsiveness expectations for our fertility and OBGYN industry partners.”
Kent Rodgers
Vice President
“LeadSquared’s implementation has transformed our operations completely, surpassing all other platforms we’ve used at Tandem. Our responsiveness surged by over 40%, enabling us to efficiently handle over twice the volume of leads then we used to before.”
Bree Castillo
Chief Operating Officer
HIPAA COMPLIANT CRM FOR HEALTHCARE, LOVED BY 250,000+ USERS WORLDWIDE
3M-Science Two Chairs Dr Mait Psyche Nova Vital Fom Health Practo Tandem CP Ennoble Care Helped True Health Unifeye
Overview

Built to Simplify, Automate, and Grow Your Practice

An all in one crm software for the healthcare industry

healthcare-manage-1-scaled
Streamline workflows and boost engagement

Streamline Workflows and Boost Engagement

Eliminate Manual Effort

Referral and Intake Automation

Capture and manage referrals across fax, email, phone, and portal with automated workflows that reduce manual effort and move patients to their first appointment.

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Referral and intake automation workflow
Convenient, Self-Service Access

Patient Portal

Give patients a simple way to book appointments, submit details, and track their journey—while keeping communication seamless across every touchpoint.

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Patient portal self-service booking
Stay Connected at Every Step

Patient Communication & Engagement

Engage patients across channels with timely messages, reminders, and follow-ups—keeping them informed, improving adherence, and enhancing overall experience.

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Patient communication and engagement
Smarter workflows, faster responses

AI Workflow Automation

Automatically route inquiries based on team availability and capacity, generate instant summaries for full patient context, and draft smart replies—reducing manual work and improving response times.

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AI workflow automation
All Patient Information, One Screen

Patient 360 View

Bring together conversations, history, tasks, and appointments in one unified view—so teams can respond faster and stay aligned.

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Patient 360 unified view
Drive Better Decisions

Practice Analytics & Reporting

Bring together data from across your practice into customizable reports to track performance, improve efficiency, and uncover opportunities for growth.

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Practice analytics and reporting
Simplify Financial Workflows

Billing & Payment Integrations

Connect with your billing and payment systems to track balances, enable seamless payments, and streamline financial processes—reducing manual work and improving the patient experience.

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Billing and payment integrations
Get Exactly the Platform You Want

Fully Customizable CRM For Healthcare Practices

We completely build out your platform for you so it fits your specific needs. Then we provide training and world-class continuing care. It’s all part of the service.

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Integrations

CRM Software For Healthcare Integrations With The Other Tech Solutions

Integrate With EHRs/EMRs, Billing Tools, Chatbots And Others To Make Sense Your Of Patient Journey In One Place

Integrations
Security & Compliance

Security & Compliance Credentials: LeadSquared CRM For Healthcare Practices

HIPAA Compliance

HIPAA Compliance

Protection of ePHI hence ensures that patient information remains private & secure. Healthcare CRM Software.

AICPA SOC 2

AICPA SOC 2

Covers the security, availability, processing integrity, confidentiality, and privacy of service providers.

GDPR Compliance

GDPR Compliance

Sets rules and guidelines for the collection, use, and processing of personal data of individuals.

Most Loved Features

Most Loved Features Of LeadSquared CRM

Easy EMR/EHR Integration With CRM For Healthcare

Centralize your patient care by integrating EMR/EHR, and all major tech solutions with LeadSquared’s healthcare CRM software. Fully customizable, integrable & interoperable CRM solution.

Healthcare Marketing Automation

Nurture meaningful & long-lasting patient relationships. Create advanced campaigns on a simple visual designer within the LeadSquared CRM software for the healthcare industry.

Patient Appointment Scheduling

Sync your medical appointment scheduler with LeadSquared’s Patient intake portal to ensure seamless appointments and reduced wait times. Best CRM for software healthcare.

Patient Engagement Software

Reduce churn and enable personalized, omni-channel communications with LeadSquared’s patient engagement software and healthcare CRM.

Onsite Caregiving Via Mobile CRM

Monitor onsite caregiver activity via LeadSquared’s best CRM for healthcare. Generate day & route plans and assign tasks near their vicinity.

Patient Referral Portals

LeadSquared’s healthcare CRM software has custom referral portals. It allows you to create a paperless system to refer and track patients for your health system/clinics/practices.

Waitlist Management

Efficiently prioritize families awaiting ABA services by segmenting them based on clinic-specific criteria. Keep them engaged with personalized communication until onboarding becomes feasible.

Caseload Management

Assign the right BCBA to a child using custom rules and logic tailored to your clinic’s needs. Integrate data from third-party systems for precise resource allocation and better patient outcomes.

Streamlining Onboarding of Families

Simplify the onboarding process by coordinating communication with parents on behalf of the child. Ensure a seamless experience with organized workflows and automated follow-ups.

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Grow Your Patient Acquisition, Engagement and Retention

Join 250,000+ users worldwide who trust LeadSquared.

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No credit card · HIPAA‑safe workflows · Personalized walkthrough