CRM for Healthcare
The CRM for healthcare teams that can't drop a single inquiry.
Clinics, med spas, and care providers run on referrals and response time. AutomateNexus CRM routes every inquiry, automates the follow-ups and reminders, and keeps your team's pipeline current — automatically.
Where healthcare pipelines leak.
- 01
Inquiries go cold in the inbox
New-patient inquiries arrive by phone, form, and email — and the slowest response usually loses the booking.
- 02
No-shows drain the schedule
Without systematic reminders and easy rescheduling, empty slots pile up and revenue leaks quietly.
- 03
Front-desk software sprawl
Scheduling in one tool, follow-up in another, billing in a third — nobody sees the whole relationship.
Built for how healthcare teams actually sell.
Every inquiry answered fast
The AI SDR agent scores new inquiries against the profile you set, assignment rules route them, and Karrie drafts the first response for your team to approve.
Reminders that actually run
The Scheduler agent handles booking links, calendar sync, and reminder sequences — fewer no-shows without front-desk effort.
One record per patient relationship
Calls (via Twilio), emails, bookings, and invoices land on one timeline, so anyone who picks up sees full context.
Access control by default
Role-based access, row-level security, and a full audit trail keep sensitive records visible only to the right people.
How a healthcare pipeline runs.
Here is how a clinic, med spa, or care provider runs intake and follow-through on AutomateNexus CRM, from the first inquiry to the recall six months later.
- 01
An inquiry arrives
A web form, a call to your Twilio number, a WhatsApp message, or an email lands in the unified inbox. It becomes a scored lead on one record with the source captured, in seconds rather than at the end of the shift.
- 02
Scored, routed, drafted
The AI SDR agent scores the inquiry against the profile you set, assignment rules send it to the right coordinator, and Karrie drafts the first reply in your tone. Nothing goes out until a person approves it, unless you raise that agent's autonomy.
- 03
The visit books itself
The reply carries a booking link with real availability from your synced calendar. Reminders go out by text and email, rescheduling is one tap, and the slot is held atomically so it can't be double-booked.
- 04
The visit and the record
Calls, texts, emails, notes, and invoices sit on the patient's timeline. Role-based access decides who sees what, and every view and edit is in the audit trail.
- 05
Recall and reviews
Automations queue the recall message at the interval you set for each service, and a review request follows the visit. Lapsed relationships get flagged for a personal touch.
The agents that work a healthcare pipeline.
Every plan includes Karrie and seven specialists. These are the ones healthcare teams lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotDrafts the first reply for approval and, with the daily check-in on, flags who is still waiting.
- A2SchedulerPlannerOwns booking links, reminders, rescheduling, and calendar conflicts across providers.
- A3SupportResolverAnswers routine patient questions in the inbox and escalates anything clinical to a human.
- A4OpsCoordinatorHandles meetings, tasks and follow-up workflows so nothing slips.
- A5AnalyticsForecasterForecasts bookings and revenue by service line and flags the weeks that look thin.
The tools healthcare teams already use.
- 01TwilioCalling, SMS, WhatsApp and the AI receptionist on your own Twilio account.
- 02WhatsAppWhatsApp through your Twilio sender, in the same inbox as SMS and email.
- 03GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
- 04OutlookRecent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
- 05Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 06Outlook CalendarTwo-way sync with Microsoft 365 calendars.
- 07StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 08ZapierTrigger Zaps from twelve CRM events and write records back through the REST API.
What to look for in a CRM for healthcare teams.
Whether or not you choose us, hold every vendor to these.
Access control that matches your roles
Front desk, providers, and billing should not see the same fields. Ask for role-based access, row-level security, and an audit trail you can export.
Reminders on the channel patients answer
Text reminders with one-tap reschedule cut no-shows more than email alone. Two-way SMS should be built in, not bolted on.
Booking that reads the real calendar
Slots must come from a two-way calendar sync in your time zone, or you will double-book.
Intake forms that create the record
A form submission should become a scored lead with the source attached, not an email someone re-types.
Honest answers on compliance
Encryption, access control, and audit logs are table stakes. If a vendor claims a certification, ask to see it. We tell you exactly where we stand.
CRM for healthcare teams, answered.
The platform encrypts data in transit (TLS 1.2+) and at rest (AES-256), with role-based access control, row-level security, and a complete audit trail. We operate to SOC 2-aligned controls (Type II in progress) and are GDPR/CCPA compliant. If you have specific regulatory requirements for protected health information, talk to our team before onboarding so we can review your use case honestly.
Yes — booking links, two-way calendar sync, and automated reminder sequences are built in, and the Scheduler agent manages rescheduling without front-desk back-and-forth.
It connects to 60+ native integrations — Gmail, Outlook, Stripe, Twilio for calls and SMS, WhatsApp, Google and Outlook calendars, and more — with two-way sync where it makes sense and a full API.
Plans start at $49/month with unlimited contacts and no per-seat tax, and every plan includes Karrie and the agent team. Starter comes with a 7-day free trial, no credit card required.
Yes. Booking links show real availability from your synced calendar in your organisation's time zone, hold the slot atomically, and let the patient reschedule from the confirmation without calling the desk.
Yes. Two-way SMS runs through Twilio, so reminders, confirmations, and replies all log to the patient's record. WhatsApp is available as a channel too.
Yes. Run separate pipelines or workspaces per location with shared reporting, and give each front desk access only to its own records.
Always. Full export in open formats and a complete API, with no exit fees.
Put the agents on your healthcare pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.