Health and Wellness CRM

12,625 healthcare professionals trust Insightly's CRM

Whether you’re an established medical provider or building membership in your wellness practice or cultivating donors for your research foundation, a healthcare and wellness CRM is pivotal to manage leads, grow your patient base and meet fundraising targets.

Tools for new member/patient acquisition

Urgent care clinics. Med spas. Barre studios. Everyone seeks new customers and ways to personally target service or procedure-based marketing campaigns to attract them to your health & wellness practice. Insightly’s contact management CRM as well as popular app integration features connects your customer records with email communications, online procedure documentation, payment receipts and more. Empower your sales teams with our lead management and opportunity management platforms.

Fueling fundraising goals

How do you meaningfully connect with your current organization sponsors and donors? And at the same time, discover new stewards and donors from existing networks? Insightly’s CRM for health and wellness not only tracks every donor interaction with your development staff, but also automatically imports in individual social profiles and photos. Understand key relationships within your donor and volunteer communities to grow supporters and increase planned giving.

Enterprise Security

Insightly’s CRM was designed for non-HIPAA activities but our built-in security protections- like SOC II compliance and SOC2 accreditation- pass the strictest due-diligence and risk analysis committees. CRM data is encrypted in-transit and at rest and we have real-time remote data mirroring, backup and site disaster recovery. Plus, our advanced permissions system ensures confidential data does not fall into the wrong staff hands.