Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Healthcare. A patient CRM for medical practices that fills itself.

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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Zanus AI · AI CRM · Contacts
Patient CRM for medical practices: everyone who called, chatted or wrote, with source and status, real Zanus AI screen

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

1

The receptionist sees that a patient called twice yesterday about the same refill before the patient has to explain it again.

2

Staff at a referring office write from the same verified domain, and the CRM groups them into one company record.

3

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

  • Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
  • Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
  • Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
  • Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
  • Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
  • Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

One record

What a patient CRM for medical practices records by itself

From every channel

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.

The whole story

Every call, chat, e-mail, form, booking and request sits on one timeline, newest first, so nobody asks the patient to start over.

Kinds of your own

Name the kinds of contact a practice works with, such as patient, caregiver or referring office, and filter the list by them.

Brief me

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

Patient contact management that stays out of the chart

Conversations, not charts

The CRM keeps contacts, conversations, bookings and requests. Notes, results and diagnoses stay in your clinical record system.

Exports logged

Only managers may export patient contact data, and each export is written down with the name of the person who made it.

Marketing paused on request

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

AI CRM for Healthcare: questions & answers

Are front office patient records in the CRM the same as a medical record?

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.

How do patients get into the CRM?

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.

Can referring offices be kept as organizations?

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.

Who can export patient contact data?

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

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Healthcare ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

Give Lisa your website.
She sets up your business in 2 minutes.

Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.

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Or call +1 (954) 736-3939 — the AI answers.