Healthcare CRM Software to Improve Patient Engagement

Gleantap’s healthcare CRM software helps you manage patient data, automate follow-ups, and run targeted marketing campaigns.

Patients All time +50% Show Rate +70% Repeat Visits +64% Satisfaction John Doe (123) 456-8450 Confirmed Roger Septimus (123) 456-8450 Confirmed Marcus Saris (123) 456-8450 Survey Sent Brandon Vaccaro (123) 456-8450 Survey Sent Roger Bator (123) 456-8450 Survey Sent Talan Levin (123) 456-8450 Survey Sent Reminder: you have an appointment tomorrow at 10:00 AM

Gleantap Delivers Real Business Outcomes

3x

Increase in Patient show rate

78%

More patient repeat visits

64%

Patient Satisfaction Score

Testimonials

Trusted by Leading Healthcare Organizations

Gleantap helps healthcare organizations and hospitals connect every touchpoint, automate real-time engagement, and improve patient retention.

Noah N. Logo

Noah N.

“Tracking, nurturing, and converting leads is now fully organized and automated. It saves a lot of time and improves consistency.”

Jeronimo P. Logo

Jeronimo P.

“Very responsive support and stable platform. We’ve used it for years with no major issues.”

Val N. Logo

Val N.

“Strong automation capabilities helped us improve workflows, especially for overdue and follow-up automations.”

Healthcare CRM Software

Manage Patient Pipelines From First Contact to Active Care

Create custom pipelines to move patients through each stage, from inquiry to long-term treatment. See where prospects drop off in your sales process and what makes them sign up for long-term care.

Custom Pipeline Stages

Add pipeline stages for patient inquiries, consultation scheduling, treatment onboarding, or win-back campaigns based on your care delivery model.

Kanban Board View

Use the drag-and drop interface to create patient cards with color-coded stages that include name, contact info, referral source, and priority level.

Automatic Task Assignment

Assign patients to the right team members by inquiry type, location, or source.

Patient Intake Samantha Will 7 hrs ago Active Terry Culhane 7 hrs ago Active Jontahan 7 hrs ago Active Justin Bubbard 23 hrs ago Draft Adam Hoffman 2 days ago On Progress Brandon Dokidis 2 days ago Active Charlie Dokidis 2 days ago Active Marcus Donin 2 days ago Active Add a lead Next Follow up Scheduled Samantha Will 7 hrs ago Active Samantha Will 7 hrs ago Draft Justin Bubbard 23 hrs ago Active Adam Hoffman 2 days ago Active Add a lead Jontahan 7 hrs ago On Progress
Unified Patient Engagement Platform

Manage Critical Patient Data From One Dashboard

Gleantap unifies patient data, behavior patterns, and interactions across all channels into a single platform. This helps you provide coordinated care across every touchpoint, from the first visit to long-term care.

Customer Profiles

View complete patient history, including contact info, appointments, and interactions in one unified profile.

Intake Forms

Collect patient information, medical history, and preferences before appointments.

Cross-Location Tracking

Recognize patients at different locations, so teams have the right context to send personalized messages.

Kelly Smith Female, 25 years Was emailed offer to upgrade Automated 'Early Bird' discount sent. System triggered 20% off annual plan. Clicked Completed Intake Form Account created via mobile app. Started 14-day premium trial period. Second offer sent Reminder email delivered. "Final 24 hours" notification for trial discount. Processed Booked an appointment Scheduled 'Product Onboarding' session with Success Lead for March 10th. Coolsculpting Jan 15, 2022 Jan 15, 2022 Jan 15, 2022 Feb 5, 2022
Appointment Scheduling Software

Let Patients Schedule Appointments Online 24/7

Gleantap lets your patients schedule appointments directly through your website without calling your front desk.

Internal Calendar

Use a standard calendar interface to manage schedules and view all booked appointments in one place.

Public Booking Calendar

Embed a customer-facing calendar on your website so patients can book appointments directly.

AI-Powered Booking

Let the AI chatbot handle appointment scheduling during patient conversations across all channels.

Healthcare CRM Customer Engagement Software

Manage All Patient Conversations From One Inbox

Gleantap centralizes every customer communication into one inbox so your team can respond faster and never miss a patient inquiry.

Unified Conversation History

See conversations across SMS, email, Facebook Messenger, Instagram DMs, WhatsApp, and web chat on a single inbox.

Team Collaboration Tools

Assign conversations to specific team members, add internal notes, and track response times for timely follow-up.

Automatic Message Logging

Every call, text, and email gets attached to the patient's profile automatically.

Customer Support Alysa 06.31 C Alysa, We’d like to confirm your appointment for July 23, 1 pm Reply C to confirm or R to reschedule Great! your appointment is confirmed! Please fill out your intake form before you visit. Processing...
Healthcare Marketing Automation Software

Create Preventive Care Campaigns to Retain More Patients

Gleantap lets you map personalized journeys across the full patient lifecycle. Send outreach messages, timely reminders, and follow-up care to reduce no-shows.

Patient Journeys

Use pre-built templates for common scenarios like appointment reminders or recall campaigns and customize them to fit your practice.

Workflow Builder

Create multi-step campaigns with conditional branches for personalized messages.

Behavior-Driven Automation

Trigger automated emails and SMS based on patient actions.

It’s time for you next visit! Alysa, it’s been 2 months and it’s time to schedule your follow up visit. Please click the link below Click Here
Healthcare CRM Analytics Software

Track Patient Acquisition, Appointment Show Rates, and Revenue by Channel

Gleantap gives you real-time visibility and insights into your patient data. Identify which patient types generate the most revenue and which are most likely to stay long-term.

Source Attribution

See which channels drive the most patient inquiries and scheduled appointments, such as Google Ads, physician referrals, Facebook, or walk-ins.

Sales Pipeline & Conversion Metrics

Monitor lead pipeline status, conversion rates at each stage, and win percentages.

AI-Powered Reports

Generate ready-made reports of your ideal patient profile, including demographics, referral sources, visit patterns, and service preferences.

Healthcare Review Management Software

Monitor and Respond to Patient Feedback From One Dashboard

Gleantap collects patient reviews directly from Google and Facebook. You can respond to patient reviews, identify recurring patterns, and use public testimonials to attract more patients.

Multi-Channel Integration

Connect your Google and Facebook pages to pull all patient reviews into one dashboard.

Feedback Collection

Run patient satisfaction surveys and collect feedback beyond public reviews.

AI-Powered Response

Generate response suggestions for patient reviews using AI.

Today Dec 19 How was your visit yesterday? Lorem ipsum dolor sit amet consectetur. Id posuere nunc pellentesque elit turpis. 8.24 PM How was your visit yesterday? Lorem ipsum dolor sit amet consectetur. Id posuere nunc pellentesque elit turpis. 8.24 PM That’s great leavev a review for us here on google Lorem ipsum dolor sit amet consectetur. Id posuere nunc pellentesque elit turpis. Your message... Search in mail Inbox We miss you Dec 19 Lorem ipsum dolor sit amet consectetur. Id posuere nunc pelle Welcome to gleantap Jan 10 We’re exciting for your journey with us. Let’s set up the initial requ Initial Setup Dec 19 Lorem ipsum dolor sit amet consectetur. Id posuere nunc pelle Do you have a question? Feedback Up-sell Referral No visits in 6 weeks? We miss you
integrations

Dozens of seamless integrations

The best software products play well with others. From data and metrics to marketing system and sales, we help you unify all your data to get a full overview of each and every customer.

Mindbody logo integrationDaxko logo integrationABC Fitness logo integrationJonas Fitness logo integrationSquare logo integrationShopify logo integrationZapier logo integrationCenterEdge logo integration
Explore Integrations
FREQUENT ASKED QUESTIONS

FAQS

Healthcare CRM software is a digital tool that centralizes patient relationships, appointments, and communication across all channels into one dashboard. It helps healthcare organizations track patient inquiries, automate appointment reminders, run recall campaigns, and coordinate care across multiple locations.
EHR (Electronic Health Record) is a system for storing and managing patient medical records, while healthcare CRM is a tool for managing patient relationships and interactions. EHRs focus on medical documentation and patient data, while CRM focuses on patient engagement and relationship management.
The best CRM for the healthcare industry depends on your specific needs, but platforms like Gleantap provide unified patient profiles, omni-channel communication, and automated workflows designed specifically for scaling healthcare organizations.

Manage All Your Patients With Our Healthcare Customer Engagement Platform

Gleantap gives you a connected system to manage patients, campaigns, schedules, follow-ups, and team performance.

Customer Support Alysa 06.31 Hi There! I have an issue Hi! We’ll help you. Processing...

Omnichannel Inbox with AI Agents

Omnichannel Inbox lets you manage patient conversations from SMS, email, Facebook, Instagram, WhatsApp, and web chat in a single inbox. AI Agents handle routine questions and appointment bookings.

Learn More
SMS option? NO YES Gmail 2:40PM Thanks for your business, Leave us a review Orchestrate end-to-end customer journeys and create tailored campaigns to target the right. Messages 2:40PM Thanks for your business, Leave us a review Messages 2:42PM How would you rate your class on a scale of 1-10? Messages 2:59PM So glad you enjoyed it! Would you mind sharing that love...

Marketing Automation

Marketing Automation helps you create campaigns for new inquiries, recall reminders, and reactivation messages to lapsed patients.

Learn More
Team performance report Sarah J. Chen 12.4% Leads 231 Appointments 35 Converted 15 Mike L. Davies 19.4% Leads 95 Appointments 54 Converted 20 Chloe A. Kim 40.4% Leads 142 Appointments 43 Converted 29

Sales CRM

Sales CRM provides unified customer profiles, pipeline visibility, and task assignment to increase conversion.

Learn More
Achievement 100 Check-ins 5 Days in a Row 2,000 sales

Loyalty & Gamification

Loyalty and Gamification let you create a reward system with points, badges, challenges, and tiered levels.

Learn More
92 / 100 Excellent Reputation

Most customers are leaving positive reviews across channels. Your brand reputation is strong and well-maintained.

Google Rating:
4.8
Response Rate
96%
Facebook Rating:
4.7

Reputation Management

Reputation and Review Management centralizes reviews from Facebook and Google in one dashboard.

Learn More

Ready to Run Successful Marketing Campaigns and Grow Your Business?

Gleantap helps you unify customer data, track behavior patterns, and automate personalized campaigns, so you can increase repeat purchases and grow your business.