iCare CRM (Client Resource Management)

iCare CRM is the growth engine for healthcare providers who want every interaction—from the first website visit to a signed consent and scheduled appointment—to feel effortless and measurable. Designed for practices, concierge care, clinics, ASCs, ERs, hospitals, and multi-location health systems, iCare CRM centralizes your marketing, sales, and service operations while aligning with healthcare compliance needs.

What it does

• Unified pipeline: Capture leads from web forms, chat, phone, referrals, and imports; qualify, route, and nurture with automated playbooks.
• Patient/Client journeys: Trigger SMS, email, and task sequences tied to status changes (e.g., new inquiry → consult → quote → order → scheduled).
• Scheduling & quotes: Offer real-time availability, send estimates/quotes, and convert accepted quotes into orders automatically.
• Data you can trust: Role-based access, audit trails, consent tracking, and BAA support; integrates with the broader iCare stack (EHR, HL7/CCD, billing, and WooCommerce when used).
• Personalization at scale: Segmentation, tags, and dynamic content to deliver the right message at the right time.
• Insight & reporting: Dashboards for campaign ROI, funnel conversion, staff productivity, and revenue forecasts.

Why it’s different

Unlike generic CRMs or bolt-on “patient portals,” iCare CRM is built to live inside your public website and operations—no swivel-chairing between systems. The result: fewer drop-offs, faster conversions, and clearer visibility from marketing spend to clinical and financial outcomes.

Outcomes you can expect

• More booked appointments
• Higher treatment acceptance
• A repeatable, compliant growth process your whole team can follow