Best CRM for Healthcare
Better inform your team to effectively engage and manage patients
Connect your systems and teams in one holistic workplace with HIPAA-compliant CRM software.
#1 User-Rated
Hassle-free HIPAA
Clear Visibility
Bring your data, channels, and tools together with seamless integrations to servis.ai’s software solution.
servis.ai powers Healthcare
Hassle-free HIPAA compliance for organizations in the fields of life sciences, research, testing & regulation, consulting services, pharmaceuticals, health insurers, non-profits, medical devices, + more.
Engage, secure, and retain patients
Effectively communicate and market to patients; stay top of mind for all their healthcare needs.
- Improve patient service and engagement with automated follow-ups at every stage of the care journey.
- Have a comprehensive overview of all patient's history. Quickly access their appointment records, medical history, and more.
- Send custom campaigns to your patients based on predefined clinical criteria.
Maximize your physician's referral network
Boost referrals by 25% through automated sequences based on triggers such as referral rates, status, engagement, and more.
- Keep the physician referrals rolling in via automated marketing email/text campaigns.
- Track physician's referral rate and take action if you detect a slowdown from top referrers.
- Grow your referral network through automated outreach and marketing campaigns to new physician providers.
Improve department and team collaboration
Streamline cross-department communication, foster collaboration, and help your team stay on task.
- Allow all departments across your organization to seamlessly share and view data while contributing to your customer's and patient's profiles.
- Create a 360-degree view of patient's profiles by integrating data from sources like EMR, admin tools, and more.
- Streamline your ogranization's processes and automate tasks while acting under healthcare security regulations.
HIPAA COMPLIANT CRM + BAA INCLUDED
The #1 hassle-free HIPAA compliant CRM for Healthcare
Who can benefit from using servis.ai?
Pharmaceuticals
Health Insurers
Medical Devices
Life Sciences
No-Profit
Optimized sales process fuels exponential revenue growth at Stratus Medical
200% increase in conversions
3x faster cycle times
10x positive customer interactions
“servis.ai has for sure been a contributing factor in our exponential q/q growth. It really is the gold standard of CRM, especially for medtech companies.”
ImaginAb increases sales efficiency and revenue with servis.ai
+250% revenue/employee
Rep onboarding decreased 30 days
100% team adoption
“Having servis.ai means we’re able to have more revenue with less employees. There’s so much more efficiency in the sales process.”
Legacy Community Health sees productivity and visibility soar
3x faster response times
10+ employee hours saved/week
2x faster employee onboarding
“With servis.ai, we now truly understand the impact of different business channels. It has helped our team get true visibility.”
Frequently Asked Questions
Here are answers to some common questions about servis.ai. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
What is servis.ai and how is it HIPAA-compliant?
Across the healthcare industry, servis.ai delivers a HIPAA-compliant CRM (customer relationship
management software) that meets the standards set by HIPAA (Health Insurance Portability and
Accountability Act) for the handling and protection of PHI (Personal Health Information)...
It is specifically designed to meet the requirements of clinics, life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. servis.ai’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant (BAA Included).
How does servis.ai empower business success?
servis.ai helps clinics automate reminders through SMS and email, improving attendance rates and
preparation. The CRM offers an auto-prioritized task list, enhancing the efficiency of patient
follow-ups and referrals while maintaining high-quality care...
Real-time reporting provides insights into clinic operations, including patient attendance, wait times, satisfaction, and revenue. servis.ai streamlines clinic processes, from appointment booking to record management, increasing overall productivity.
servis.ai delivers real-time monitoring and fosters patient engagement for long-term success, simplifying clinic management, enhancing efficiency, and improving patient care to save time on manual work, help patients better, and grow revenue and reputation.
What features does the servis.ai platform deliver?
servis.ai helps you sell better and faster, across all of your sales channels. Scale communications
without losing your personal touch...
Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.
Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With servis.ai, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.
servis.ai has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.
Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.
With hassle-free marketing automation and workflow automation, servis.ai simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).
Clinical organizations often find servis.ai’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.
Of course, the best HIPAA-compliant CRMs, such as servis.ai, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.
Is it difficult to implement servis.ai?
No. Most teams are up and running and getting value from servis.ai within the first two weeks...
While servis.ai is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.
A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.
We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.
Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.
Why do clinics, healthcare organizations, and life sciences companies need a HIPAA-compliant CRM?
Our clients deal with a broad range of customers and potentially access sensitive health information
during the course of a project lifecycle. HIPAA regulations require this information be protected
and kept confidential...
A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.
