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.
Gleantap Delivers Real Business Outcomes
3x
Increase in Patient show rate
78%
More patient repeat visits
64%
Patient Satisfaction Score
Trusted by Leading Healthcare Organizations
Gleantap helps healthcare organizations and hospitals connect every touchpoint, automate real-time engagement, and improve patient retention.
Noah N.
“Tracking, nurturing, and converting leads is now fully organized and automated. It saves a lot of time and improves consistency.”
Jeronimo P.
“Very responsive support and stable platform. We’ve used it for years with no major issues.”
Val N.
“Strong automation capabilities helped us improve workflows, especially for overdue and follow-up automations.”
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.
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.
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.
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.
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.
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.
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.
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.







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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.
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 MoreMarketing Automation
Marketing Automation helps you create campaigns for new inquiries, recall reminders, and reactivation messages to lapsed patients.
Learn MoreSales CRM
Sales CRM provides unified customer profiles, pipeline visibility, and task assignment to increase conversion.
Learn MoreLoyalty & Gamification
Loyalty and Gamification let you create a reward system with points, badges, challenges, and tiered levels.
Learn MoreMost customers are leaving positive reviews across channels. Your brand reputation is strong and well-maintained.
Reputation Management
Reputation and Review Management centralizes reviews from Facebook and Google in one dashboard.
Learn MoreReady 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.
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.