Healthcare CRM
Manage referral relationships, research competitors, know all your referral sources
Every healthcare marketing strategy requires a CRM to store and track your healthcare organization's marketing efforts. See which benefits our HIPAA compliant healthcare CRM software brings to your practice.
Benefits of Marketing CRM
ReferralMD is a leader in the healthcare CRM (Customer Relationship Management) space. Our solution helps medical practices get organized and provides the information needed to inform and support medical marketing teams' outreach efforts.
Manage Referral Network and Increase Referral Volume
Research potential referral partners using our directory of over 5 million providers, track marketing and outreach activities across referral partners and report on the referral volume performance of your marketing representatives.
Improve Customer Service
Your partner’s time is valuable, referring providers want a resolution, they are going to be unhappy unless you can offer support. With ReferralMD’s Healthcare contact management, you can do just that and track all correspondence fast.
Enhance Communication
Ensure your staff has the correct provider and patient data at all times, in the office or in the field. With ReferralMD's Doctor CRM, managing partner relationships becomes a breeze.
Robust Practice Marketing
Patients and providers want to research you and your staff before they send a referral. But they have to find you first. With ReferralMD’s national provider directory, you can easily promote your services both on your website and search engines.
Directory includes:
- Provider and staff profiles. (Improve your online presence/SEO )
- Provider education and experience.
- Provider locations and affiliations.
- Provider specialties / sub-specialties.
- Procedures offered / conditions treated.
- Insurances accepted.
- Allow patients and referring providers to send medical records and images directly from your website. No more faxing.
- And much more.
Search For New Referral Sources
- Research new referral sources by specialty, experience, procedures offered and more from a list of 5M+ healthcare providers in our provider directory.
- Add new providers/staff found to your contacts list and begin nurturing the relationships to generate higher quality leads for your organization.
Understand Competitor's Referral Patterns
Research who your competitors are receiving referrals from so that you can assign your marketing team’s physician liaisons to scout new relationship opportunities with a targeted call list.
Activity Tracker
Easily save notes, messages, meetings, tasks, and call logs in one location so your team always has the most up-to-date information to support your referral outreach process.
Dynamic Contact Search
Easily search by contact name, organization, lead status, lead source, owner of lead and more.
Task Management
Ensure nothing falls through the cracks with a robust to-do tracker for all your staff.
Marketing Outreach
- Stay top-of-mind and promote your practice every week to hundreds of referring providers automatically with your own branded progress update letters.
- Improve customer service and increase revenue without having to do the work manually.
