A patient CRM for Canadian clinics, built consent-first.
Texts from your own Twilio account and email from your own Postmark, sequences, one inbox for every channel and lead scores, with CASL consent recorded, implied consent set to expire, and both checked before every marketing send. The CRM desk is built; Canadian sign-up and billing open with the regional launch.
The CRM desk is built: a practice in Canada sends texts and email from its own Twilio and Postmark accounts, tests the connection without sending anything, and the country’s consent rules are checked before every marketing send. Self-serve sign-up and billing in Canada are not open yet. Hosted in Boston, USA. PIPEDA program in progress. Prices and billing in CAD open with the regional launch.
15● live in clinics
Consent
Consent law in Canada
What the law asks of a marketing message, and what the CRM desk does before every send. The rules are written into the product; nothing on this site calls it compliant.
CASL● live in clinicsCommercial messages need express or implied consent, and implied consent expires: generally two years after a purchase and six months after an enquiry. The CRM’s Consent tab sets that expiry on every implied consent and stops sends after it.
PIPEDA● live in clinicsThe personal information behind a campaign is held to PIPEDA. Our PIPEDA program is in progress.
Live in clinics today
The lead, campaign and review tools the Western CRM is built on. They run in Indian clinics first; each listing says what it does and does not do.
leads, conversions, marketing consent, monthly ad spend
Never
It does not import contact lists, does not poll ad platforms, and does not message an enquiry that has not opted in — the follow-up nudge skips them and writes down why. The package funnel reports sales that happened; it never nudges a patient toward one.
Your data
PHI-lite. Operational history stays queryable for audit.
Join the Canada waitlist
Leave a name and a number. A person calls you before the regional launch, and what you need moves up the build order.
Questions, answered
What runs today?
The CRM desk is built: a practice in Canada sends texts and email from its own Twilio and Postmark accounts, tests the connection without sending anything, and the country’s consent rules are checked before every marketing send. Self-serve sign-up and billing in Canada are not open yet. Hosted in Boston, USA. PIPEDA program in progress. Prices and billing in CAD open with the regional launch.
Which consent laws does it handle?
CASL and PIPEDA. The CRM desk records the consent and checks it before every marketing send; nothing on this page calls it compliant.
Which apps are behind it?
Live in clinics: LeadDesk, AdLeadCapture, CampaignHQ, Automations, ReferralNet, Review Inbox, ReviewMagnet, StripeDeposits, WhatsApp Assistant, MailDesk, CalendarSync, SiteFront, Online Booking, Sales & Referrals, ConsentVault. Each listing says what the app does and what it does not.
How do I get it?
Self-serve sign-up outside India is not open yet. Leave a name and a number. A person calls you before the regional launch, and what you need moves up the build order.
Does the AI decide anything?
No. It drafts and suggests from the records on your screen; a named person accepts or discards every draft, and one setting per organisation — off, redacted or full — decides what reaches the model.
See the live half working
Everything marked live runs in the demo practice right now, with invented patients in it. Or set up your own practice in about a minute.