#1 HealthCare CRM

Unify Your Healthcare Business With the leading CRM for Healthcare

Healthcare organizations unify their businesses with Insightly

Are you providing patient-centered experiences?

A positive experience retains patients and grows your practice. Clinics, doctor’s practices, and hospitals need the right tools to make it happen.

Daily operation of a healthcare organization is complex. Filling out forms, remaining HIPAA compliant, managing appointments, and updating records are just a few of the many tasks. These tasks can be time-consuming and difficult for staff to manage.

Plus, the typical day at a healthcare facility is highly unpredictable. Patients miss their appointments, new patients show up without one, while others come in for emergency procedures.

Juggling these unexpected variables is a struggle; more so when your processes are spread out across different platforms. Without a tool to streamline these administrative tasks, patients may not get proper attention and you are unable to provide the timely customer service and quality of care they expect.

Healthcare organizations grow faster with Insightly

Organizations that deliver a unified patient experience are adding new patients, generating higher revenue, and retaining patients longer.

Insightly Marketing

Marketing automation helps healthcare companies attract site visitors, convert them to patients, and optimize spend. Insightly Marketing is a full-featured platform to run marketing campaigns at scale.

Insightly CRM

A CRM helps healthcare organizations streamline sales processes, improve profitability, and create long-term patient relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.

Insightly Service

Great customer service increases revenue and drives great patient relationships. Insightly Service is a ticketing application that includes a convenient patient portal, knowledge management and insights, SLA management and in-depth analytics.

“Insightly has really helped us hold our teams accountable and forecast our business more effectively. ”
Cory Craig
Analyst, Mediconnect

“Staff consistently comment on how much easier their workday is with Insightly. It’s especially useful for remembering to follow up with physicians and capturing discussion notes.”
Misty Davidson
RN, PCMH CCE, Clinical Database Administrator, Community Care of NC

“As new opportunities are won, Insightly ensures a smooth handoff to the operations department. Workflow rules, activity sets, tasks, email notifications, and project pipelines keep everything on track.”
John Hall
Operations Manager, O2X

Give your healthcare organization an edge

Explore a CRM with the privacy/security you need that will unite your teams and drive revenue growth.

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Accelerate Growth

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Build Patient Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the patient wants and needs

Deliver on Commitments

  • Convert closed opportunities into projects
  • Coordinate employee, contractor, and partner activity with task management
  • Automatically generate tasks, events, emails, and update milestone statuses

Integrate with all the apps your healthcare org uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center of your health care business.

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your healthcare organization an edge