AI CRM is a patient CRM for medical practices that fills itself: every patient who calls, chats, e-mails or fills a form becomes a contact with the whole conversation on one record. It keeps the source, the language and the time zone, groups the people of one office together, and stays the front-office record, never the chart.
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7 days free · per company, never per seat · nothing to install


Contacts
Everyone who leaves a name with an e-mail or a phone on any channel lands on one list, with where they came from and their status.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a contact kind called patient and another called referring office.”
Lisa“Patient and referring office will be added as kinds of contact, ready to filter lists and to choose in campaigns. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Healthcare use it
The receptionist sees that a patient called twice yesterday about the same refill before the patient has to explain it again.
Staff at a referring office write from the same verified domain, and the CRM groups them into one company record.
Before calling a patient back, the practice manager asks Lisa for a brief and reads one page of what was asked and sent.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
One record
A name with an e-mail or a phone, given on a call, a chat, a form or a mail, becomes a contact with its source on the row.
Every call, chat, e-mail, form, booking and request sits on one timeline, newest first, so nobody asks the patient to start over.
Name the kinds of contact a practice works with, such as patient, caregiver or referring office, and filter the list by them.
Before a callback, Lisa writes a one-page brief from the record: who the patient is, what they asked, what was sent and what to say next.
Front office only
The CRM keeps contacts, conversations, bookings and requests. Notes, results and diagnoses stay in your clinical record system.
Only managers may export patient contact data, and each export is written down with the name of the person who made it.
A patient who asks to stop hearing from you is paused with one sentence to Lisa; every scheduled step holds until you resume it.
Questions & answers
No. It holds the front-office record: contacts, conversations, bookings, requests and follow-ups. Clinical notes, results and charts stay in your clinical record system, where your providers already work.
By themselves. Anyone who gives a name with an e-mail or a phone on a call, chat, form or mail becomes a contact with the source kept. Imported lists wait in Import review until you accept them.
Yes. People who write from the same verified business domain become one company record, with their people, conversations and tasks together, so the practice sees each referring office as a whole.
Managers only, and every export is logged with the person who made it. Staff work from the list on screen, filtered by kind, source or language.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Healthcare ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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