Your EHR Runs the Clinic. Your CRM Grows It.

Your EHR handles clinical records brilliantly - but it was never built to track marketing ROI, nurture leads, or tell you which campaigns are actually filling your diary. We build a growth-focused CRM that sits alongside your existing EHR, bridging the gap between clinical operations and commercial performance.

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Cluttered clinic desk with multiple disconnected screens and scattered patient forms

The Challenge

Your EHR Has a Blind Spot

Your EHR tracks clinical records, treatment notes, and prescriptions - exactly what it was built for. But it can’t tell you which Google ad brought in last week’s new patients, which email sequence reactivated a lapsed patient, or why 40% of website enquiries never convert to bookings.

That’s the gap between running a clinic and growing one. Marketing attribution, lead nurture, pipeline management, and patient lifecycle automation all live outside the EHR - usually in spreadsheets, sticky notes, or nowhere at all.

We build a marketing CRM that integrates with your existing EHR, so clinical data stays where it belongs while your growth engine finally has a system of its own.

What’s Included

The Growth Layer Your EHR Is Missing

Marketing, attribution, and patient lifecycle automation - integrated with your existing clinical systems.

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Lead Source Attribution

Know exactly which marketing channel drove each enquiry - Google Ads, SEO, social media, referral, or walk-in. Track acquisition cost by treatment type and invest with confidence.

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Marketing Pipeline

Visualise every enquiry from first contact to booked appointment. See where leads stall, which treatments convert best, and where revenue is being left on the table.

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Nurture & Reactivation Automation

Automated email and SMS sequences that follow up on cold enquiries, re-engage lapsed patients, and cross-sell complementary treatments - all triggered by behaviour, not guesswork.

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EHR Integration

Connects with your existing EHR - Cliniko, Pabau, Dentally, WriteUpp, Practicology, and others. Clinical records stay in your EHR; marketing and growth data lives in the CRM. No duplication, no conflict.

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Campaign ROI Tracking

See which campaigns generate revenue, not just clicks. Connect marketing spend to actual patient bookings and lifetime value so every pound of budget is accountable.

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Patient Lifecycle Management

From first enquiry to loyal advocate - automated touchpoints at every stage. Birthday messages, treatment anniversaries, review requests, and recall reminders that keep patients engaged without manual effort.

EHR + CRM: Two Systems, One Seamless Workflow

Your EHR is the clinical backbone - and we don’t touch it. We build the marketing and growth layer that connects to it: lead tracking, pipeline management, nurture automation, and revenue attribution. Clinical data stays in your EHR. Growth data lives in the CRM. Both systems talk to each other so your team never works in silos.

Why This Approach Works

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Integrates, Doesn’t Replace

Your EHR stays exactly as it is. We build the marketing CRM alongside it, connected via API or data sync. No disruption to clinical workflows, no retraining on records systems.

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Marketing Accountability

For the first time, see which campaigns, channels, and content are actually driving revenue - not just clicks. Connect every marketing pound to a patient outcome.

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Done-For-You Setup

We handle EHR integration, CRM configuration, workflow automation, and staff training. Your team keeps seeing patients while we build the growth layer around them.

Is This Right for Your Practice?

Our marketing CRM is built for practices that already have an EHR handling clinical records but lack a system for tracking leads, measuring marketing ROI, and automating patient growth.

Practices with an EHR but no visibility on marketing performance
Clinics investing in marketing without knowing what’s actually working
Teams tracking leads in spreadsheets, inboxes, or not at all
Practices with lapsed patients sitting untouched in their database
Multi-location groups needing unified growth reporting across sites

Calm clinic administrator at a clean organised desk with a single unified dashboard

What You Get

Your CRM Deliverables

Fully configured marketing CRM with custom pipelines and lead stages
EHR integration (Cliniko, Pabau, Dentally, WriteUpp, or your platform)
Lead source attribution across all marketing channels
Automated nurture sequences for enquiries, lapsed patients, and cross-sell
Campaign ROI dashboard connecting spend to patient bookings
Patient lifecycle automation (reminders, reviews, recall, reactivation)
Staff training sessions (under 90 minutes per role)
Monthly performance monitoring and workflow refinement

How It Works

From EHR-Only to Full Growth Engine - We Handle All Setup, Migration & Training

Practice Audit & Workflow Mapping

Audit current systems and map every patient touchpoint. Identify data leaks, bottlenecks, and compliance gaps. Create a blueprint for your CRM architecture.

Configuration & Data Migration

Configure the CRM with custom fields, pipelines, and automations. Migrate all existing patient data securely with full integrity checks and zero downtime.

Integration & Staff Training

Connect your booking platform, payment gateway, email, and phone systems. Role-specific training sessions for every team member - each taking under 90 minutes.

Go Live & Ongoing Optimisation

Go live with daily performance monitoring for the first month. Refine workflows based on real usage data, then add new automations and ongoing support.

FAQ

Frequently Asked Questions

Is the CRM GDPR and HIPAA compliant?+

Yes. Our healthcare CRM is built with GDPR and HIPAA compliance at its core. All patient data is encrypted at rest and in transit, access is role-based, and full audit trails are maintained for regulatory inspections.

Will the CRM integrate with my existing booking system?+

We integrate with all major medical booking platforms including Cliniko, Dentally, Pabau, Practicology, WriteUpp, and custom systems. If you use a bespoke solution, we build a custom integration.

How long does CRM setup take?+

Most practices are fully onboarded within 2-3 weeks. This includes data migration, staff training, workflow configuration, and integration testing. We handle all technical setup so your team can focus on patients.

What happens to my existing patient data?+

We securely migrate all existing patient data with full integrity checks. Your current systems continue running in parallel until migration is verified and your team is comfortable with the new platform. Zero data loss, zero downtime.

Can the CRM track which marketing channels generate patients?+

Yes. Our CRM includes automated lead source attribution that tracks exactly which channel - Google, social media, referral, insurance panel, or direct - brought each patient to your practice. You can see acquisition cost by treatment type and make data-driven marketing investment decisions.

Do my staff need technical skills to use it?+

Not at all. The interface is designed for healthcare professionals, not IT specialists. Role-specific training sessions take under 90 minutes per team member, and most staff are fully comfortable within a week. We provide ongoing support and refresher training as needed.