A patient CRM for US practices, 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 TCPA and CAN-SPAM consent stored with its proof and checked before every marketing send. The CRM desk is built; US sign-up and billing open with the regional launch.
The CRM desk is built: a practice in the United States 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 the United States are not open yet. US-hosted. HIPAA program in progress. Prices and billing in USD open with the regional launch.
15● live in clinics
Consent
Consent law in the United States
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.
TCPA● live in clinicsMarketing texts and calls to a mobile need the patient’s prior express written consent. The CRM’s Consent tab stores that consent with its proof and blocks a send that lacks it; texting in the US waits on the practice connecting its own SMS provider.
CAN-SPAM● live in clinicsMarketing email needs honest headers, a postal address and an unsubscribe that is honoured within ten business days. The CRM’s email sequences check consent before every send and carry a one-click unsubscribe; sending in the US waits on the practice connecting its own email account.
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 United States 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 the United States 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 the United States are not open yet. US-hosted. HIPAA program in progress. Prices and billing in USD open with the regional launch.
Which consent laws does it handle?
TCPA and CAN-SPAM. 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.