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Enhance your sales process, organize your leads

Focus on closing care plans with personalized outreach.

Easily define your sales process

  • Easily define your sales process
  • Create pipelines with an unlimited number of stages to match your business
  • Map out each step of your sales process and track how close you are to closing a care plan
  • See at a glance the progress of all your leads and what’s needed to close them

Add status updates to each stage

  • Keep your team updated on a leads progress through your sales funnel
  • Personalize each update for a more engaging experience
  • Sync your stages with campaigns to create extensive communication funnels
  • Easily attach updates to each stage of the pipeline

Set it up once, use forever

  • Easily set up messaging associated with a milestone
  • Assign leads to staff members to keep them up to date with the lead’s pipeline progression
  • Link stage’s to a campaign to build advanced workflows
  • Overview all your deals from one, easy to organize view

Managing your leads doesn’t have to be hard

No more juggling between tools. Patient Stream combines everything you need to acquire, convert and retain patients: unlimited campaigns, broadcast emails, videos, voicemail, power dialer and more.

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