MediCRM.ai: Advanced Healthcare CRM for Streamlined Operations.

Integrated with solution
Zoho One, our AI-driven
optimizes clinic workflows for
positive industry impact.

The Vital Role of MediCRM.ai
in Revolutionizing the CRM
of the Healthcare Industry

We built the entire solution on top of the Zoho One System, and the results we've achieved are quite impressive. As an AI-powered healthcare CRM system, MediCRM.ai enhances communication and streamlines clinic operations. This highlights Medicrm.ai as a helpful tool that plays a part in contributing to positive changes in the healthcare industry.

Rave Reviews
CRM Success Stories

Take the first step towards unlocking the potential of your practice by booking a free, no-obligation system demo with one of our experienced product managers. Discover the convenience of a comprehensive CRM and ERP system that is tailored exclusively to meet your unique needs.

Our system is HIPAA compliant and based on the Zoho engine!

Being HIPAA compliant, we prioritize the privacy and confidentiality of patient data within our healthcare CRM solution. Built on the trusted and robust Zoho ecosystem, our system offers all healthcare organizations everywhere, the healthcare workers, professionals, nurses and healthcare practices a secure and reliable foundation.

With MediCRM.ai, first developed and advanced healthcare CRM platform powered by AI, you have the opportunity to boost your practice. By embracing our cutting-edge solution, your practice can elevate its operations to new heights, driving transformative change in the healthcare industry.

Benefit from the power and security of our HIPAA compliant healthcare CRM system, which is built on the renowned Zoho engine, a trusted choice of over 90 million users worldwide. At MediCRM.ai, we understand the unique needs of plastic surgeons and medi spas clinics, which is why our platform was specifically designed by and for professionals in these fields. Rest assured that our solution is tailored to meet the specific requirements of your practice, providing you with a reliable and efficient tool for managing your operations seamlessly.

Case Studies

Indulge in Unmatched Excellence: Embrace the 5-Star Ratings of
Lior Izik's Satisfied Clients

Being HIPAA compliant, we prioritize the privacy and confidentiality of patient data within our healthcare CRM solution. Built on the trusted and robust Zoho ecosystem, our system offers all healthcare organizations everywhere, the healthcare workers, professionals, nurses and healthcare practices a secure and reliable foundation.

With MediCRM.ai, first developed and advanced healthcare CRM platform powered by AI, you have the opportunity to boost your practice. By embracing our cutting-edge solution, your practice can elevate its operations to new heights, driving transformative change in the healthcare industry.

Benefit from the power and security of our HIPAA compliant healthcare CRM system, which is built on the renowned Zoho engine, a trusted choice of over 90 million users worldwide. At MediCRM.ai, we understand the unique needs of plastic surgeons and medi spas clinics, which is why our platform was specifically designed by and for professionals in these fields. Rest assured that our solution is tailored to meet the specific requirements of your practice, providing you with a reliable and efficient tool for managing your operations seamlessly.

Our commitment to excellence is unwavering. We go above and beyond to exceed our clients' expectations, delivering solutions that address their unique needs and drive their success.

Lior's satisfied clients have experienced the difference of working with a team that is dedicated, knowledgeable, and consistently delivers outstanding outcomes.

MediCRM.ai was designed by Lior Izik, a seasoned authority in business automation and a master of business flows. With an impressive track record spanning two decades, Lior Izik has developed over 1000 CRM systems, authored two influential books, and designed nine comprehensive courses that have benefited over 10,000 students. To elevate our solution further, we have leveraged the renowned Zoho One ERP system as the backbone of MediCRM.ai. This powerful combination ensures a solid and dependable foundation for the operational success of your practice. Rest assured that with MediCRM.ai, you are equipped with a robust and reliable platform designed to propel your practice to new heights.

MediCRM Additional Functionality

Additional Features That Will Help You Manage Your Practice

AI and
Automation

Try our AI-powered assistant, which offers substantial benefits to medical clinics. With its intelligent capabilities, it can streamline various clinic operations, enhance efficiency, and improve patient care. Our AI can assist with appointment scheduling, helping clinics optimize their calendar and reduce no-shows. It can also automate administrative tasks like patient record management and billing, saving time and
reducing errors.

Single Access
Control

Data privacy and integrity are paramount concerns for our clients, and we take them seriously. To ensure maximum security, our system incorporates a centralized security system. When an employee departs from the company, you can effortlessly revoke their access with no cost and a simple click of a button. By doing so, you can rest assured that all their previous chats, tasks, emails, records, patient information, and more within the CRM will be completely inaccessible to them. Protecting your data and maintaining its integrity is our top priority, providing you with peace of mind and the assurance that your sensitive information remains secure
at all times.

Internal Communication

Effective internal communication is vital for your clinic, particularly when employees are frequently on the move. Recognizing this need, our system offers a robust internal communication platform that encompasses group and individual chat functionalities, as well as group meetings, webinars, voice, video, and screen sharing capabilities. Whether your team members are in the office or working remotely, our communication system ensures seamless and efficient collaboration. Stay connected, share ideas, and enhance teamwork with our comprehensive internal communication features, designed to optimize communication within your clinic.

Keep and share your password safely

Are you looking for a secure solution to share passwords with your team? With our system, you can securely share passwords while ensuring confidentiality of other important information. Our system allows your team to access the assets without having access to the actual passwords themselves. This means that you can grant access to the necessary credentials without compromising the security of sensitive information. Enjoy the convenience of password sharing while maintaining the highest level of security for your data.

Email and SMS Campaigns

Keeping your patients and prospects engaged is essential for the success of your clinic. That's why our automatic campaigns play a crucial role in maintaining their interest. Our campaigns system seamlessly integrates with your CRM activities, ensuring a cohesive and effective marketing strategy. For instance, when a prospect becomes a lost deal, our system automatically initiates a drip campaign to rebuild trust and strengthen their connection with your brand. By leveraging the power of automated campaigns, you can consistently nurture your potential patients and enhance their engagement, ultimately boosting your clinic's reputation and fostering lasting relationships with your healthcare receivers.

Mentoring

In certain situations of medical emergency call, a junior practitioner may require guidance from a senior practitioner. Our system incorporates augmented reality technology to facilitate this collaboration. The junior practitioner wears special glasses that enable the senior practitioner to observe their actions in real-time. Through this live view, the senior practitioner can provide valuable guidance and suggest appropriate next steps, fostering a seamless and efficient workflow. With our augmented reality feature, your clinic can harness the power of technology to enhance teamwork and elevate the level of care provided to patients.

Social Media

The clinic can efficiently schedule and publish engaging content across multiple social media platforms, including Facebook, Twitter, Instagram, and more. The platform enables the clinic to monitor and respond to patient inquiries, comments, and reviews, ensuring prompt and personalized engagement. Additionally, our system provides valuable analytics and reporting features, allowing the clinic to track the performance of the social media campaigns, gain insights into audience behavior, and make data-driven decisions to enhance online presence.

Route Creation

In certain instances, healthcare providers may be required to visit patients at their residences. To facilitate this process, we have implemented an advanced routing system that generates optimized routes for practitioners. These routes are carefully designed, taking into account factors such as distance, traffic conditions, the coverage, and other relevant considerations.

Knowledge Base

The clinic can efficiently train its staff, ensuring continuous professional development and compliance with medical guidelines or how to use the CRM or other systems. The platform allows for the creation and management of engaging and interactive training programs and modules, making it easier to educate employees on various topics such as new medical procedures, patient privacy, and safety protocols.

File Management

With a robust and highly secure storage capacity of over 5TB, you can efficiently manage your patients' data. The storage is not only ample but also comes with advanced encryption measures to ensure the utmost security. By leveraging this extensive storage capability, our clients can confidently store all their valuable company assets on the cloud. This includes not only patient data but also other very important information, files, and documents.

AI and
Automation

Try our AI-powered assistant, which offers substantial benefits to medical clinics. With its intelligent capabilities, it can streamline various clinic operations, enhance efficiency, and improve patient care. Our AI can assist with appointment scheduling, helping clinics optimize their calendar and reduce no-shows. It can also automate administrative tasks like patient record management and billing, saving time and
reducing errors.

Single Access
Control

Data privacy and integrity are paramount concerns for our clients, and we take them seriously. To ensure maximum security, our system incorporates a centralized security system. When an employee departs from the company, you can effortlessly revoke their access with no cost and a simple click of a button. By doing so, you can rest assured that all their previous chats, tasks, emails, records, patient information, and more within the CRM will be completely inaccessible to them. Protecting your data and maintaining its integrity is our top priority, providing you with peace of mind and the assurance that your sensitive information remains secure
at all times.

Internal Communication

Effective internal communication is vital for your clinic, particularly when employees are frequently on the move. Recognizing this need, our system offers a robust internal communication platform that encompasses group and individual chat functionalities, as well as group meetings, webinars, voice, video, and screen sharing capabilities. Whether your team members are in the office or working remotely, our communication system ensures seamless and efficient collaboration. Stay connected, share ideas, and enhance teamwork with our comprehensive internal communication features, designed to optimize communication within your clinic.

Keep and share your password safely

Are you looking for a secure solution to share passwords with your team? With our system, you can securely share passwords while ensuring confidentiality of other important information. Our system allows your team to access the assets without having access to the actual passwords themselves. This means that you can grant access to the necessary credentials without compromising the security of sensitive information. Enjoy the convenience of password sharing while maintaining the highest level of security for your data.

Email and SMS Campaigns

Keeping your patients and prospects engaged is essential for the success of your clinic. That's why our automatic campaigns play a crucial role in maintaining their interest. Our campaigns system seamlessly integrates with your CRM activities, ensuring a cohesive and effective marketing strategy. For instance, when a prospect becomes a lost deal, our system automatically initiates a drip campaign to rebuild trust and strengthen their connection with your brand. By leveraging the power of automated campaigns, you can consistently nurture your potential patients and enhance their engagement, ultimately boosting your clinic's reputation and fostering lasting relationships with your healthcare receivers.

Mentoring

In certain situations of medical emergency call, a junior practitioner may require guidance from a senior practitioner. Our system incorporates augmented reality technology to facilitate this collaboration. The junior practitioner wears special glasses that enable the senior practitioner to observe their actions in real-time. Through this live view, the senior practitioner can provide valuable guidance and suggest appropriate next steps, fostering a seamless and efficient workflow. With our augmented reality feature, your clinic can harness the power of technology to enhance teamwork and elevate the level of care provided to patients.

Social Media

The clinic can efficiently schedule and publish engaging content across multiple social media platforms, including Facebook, Twitter, Instagram, and more. The platform enables the clinic to monitor and respond to patient inquiries, comments, and reviews, ensuring prompt and personalized engagement. Additionally, our system provides valuable analytics and reporting features, allowing the clinic to track the performance of the social media campaigns, gain insights into audience behavior, and make data-driven decisions to enhance online presence.

Route Creation

In certain instances, healthcare providers may be required to visit patients at their residences. To facilitate this process, we have implemented an advanced routing system that generates optimized routes for practitioners. These routes are carefully designed, taking into account factors such as distance, traffic conditions, the coverage, and other relevant considerations.

Knowledge Base

The clinic can efficiently train its staff, ensuring continuous professional development and compliance with medical guidelines or how to use the CRM or other systems. The platform allows for the creation and management of engaging and interactive training programs and modules, making it easier to educate employees on various topics such as new medical procedures, patient privacy, and safety protocols.

File Management

With a robust and highly secure storage capacity of over 5TB, you can efficiently manage your patients' data. The storage is not only ample but also comes with advanced encryption measures to ensure the utmost security. By leveraging this extensive storage capability, our clients can confidently store all their valuable company assets on the cloud. This includes not only patient data but also other very important information, files, and documents.

MediCRM Additional Functionality

Additional Features That Will Help You Manage Your Practice

AI and
Automation

Try our AI-powered assistant, which offers substantial benefits to medical clinics. With its intelligent capabilities, it can streamline various clinic operations, enhance efficiency, and improve patient care. Our AI can assist with appointment scheduling, helping clinics optimize their calendar and reduce no-shows. It can also automate administrative tasks like patient record management and billing, saving time and
reducing errors.

Single Access
Control

Data privacy and integrity are paramount concerns for our clients, and we take them seriously. To ensure maximum security, our system incorporates a centralized security system. When an employee departs from the company, you can effortlessly revoke their access with no cost and a simple click of a button. By doing so, you can rest assured that all their previous chats, tasks, emails, records, patient information, and more within the CRM will be completely inaccessible to them. Protecting your data and maintaining its integrity is our top priority, providing you with peace of mind and the assurance that your sensitive information remains secure
at all times.

Internal Communication

Effective internal communication is vital for your clinic, particularly when employees are frequently on the move. Recognizing this need, our system offers a robust internal communication platform that encompasses group and individual chat functionalities, as well as group meetings, webinars, voice, video, and screen sharing capabilities. Whether your team members are in the office or working remotely, our communication system ensures seamless and efficient collaboration. Stay connected, share ideas, and enhance teamwork with our comprehensive internal communication features, designed to optimize communication within your clinic.

Keep and share your password safely

Are you looking for a secure solution to share passwords with your team? With our system, you can securely share passwords while ensuring confidentiality of other important information. Our system allows your team to access the assets without having access to the actual passwords themselves. This means that you can grant access to the necessary credentials without compromising the security of sensitive information. Enjoy the convenience of password sharing while maintaining the highest level of security for your data.

Email and SMS Campaigns

Keeping your patients and prospects engaged is essential for the success of your clinic. That's why our automatic campaigns play a crucial role in maintaining their interest. Our campaigns system seamlessly integrates with your CRM activities, ensuring a cohesive and effective marketing strategy. For instance, when a prospect becomes a lost deal, our system automatically initiates a drip campaign to rebuild trust and strengthen their connection with your brand. By leveraging the power of automated campaigns, you can consistently nurture your potential patients and enhance their engagement, ultimately boosting your clinic's reputation and fostering lasting relationships with your healthcare receivers.

Mentoring

In certain situations of medical emergency call, a junior practitioner may require guidance from a senior practitioner. Our system incorporates augmented reality technology to facilitate this collaboration. The junior practitioner wears special glasses that enable the senior practitioner to observe their actions in real-time. Through this live view, the senior practitioner can provide valuable guidance and suggest appropriate next steps, fostering a seamless and efficient workflow. With our augmented reality feature, your clinic can harness the power of technology to enhance teamwork and elevate the level of care provided to patients.

Social Media

The clinic can efficiently schedule and publish engaging content across multiple social media platforms, including Facebook, Twitter, Instagram, and more. The platform enables the clinic to monitor and respond to patient inquiries, comments, and reviews, ensuring prompt and personalized engagement. Additionally, our system provides valuable analytics and reporting features, allowing the clinic to track the performance of the social media campaigns, gain insights into audience behavior, and make data-driven decisions to enhance online presence.

Route Creation

In certain instances, healthcare providers may be required to visit patients at their residences. To facilitate this process, we have implemented an advanced routing system that generates optimized routes for practitioners. These routes are carefully designed, taking into account factors such as distance, traffic conditions, the coverage, and other relevant considerations.

Knowledge Base

The clinic can efficiently train its staff, ensuring continuous professional development and compliance with medical guidelines or how to use the CRM or other systems. The platform allows for the creation and management of engaging and interactive training programs and modules, making it easier to educate employees on various topics such as new medical procedures, patient privacy, and safety protocols.

File Management

With a robust and highly secure storage capacity of over 5TB, you can efficiently manage your patients' data. The storage is not only ample but also comes with advanced encryption measures to ensure the utmost security. By leveraging this extensive storage capability, our clients can confidently store all their valuable company assets on the cloud. This includes not only patient data but also other very important information, files, and documents.

AI and
Automation

Try our AI-powered assistant, which offers substantial benefits to medical clinics. With its intelligent capabilities, it can streamline various clinic operations, enhance efficiency, and improve patient care. Our AI can assist with appointment scheduling, helping clinics optimize their calendar and reduce no-shows. It can also automate administrative tasks like patient record management and billing, saving time and
reducing errors.

Single Access
Control

Data privacy and integrity are paramount concerns for our clients, and we take them seriously. To ensure maximum security, our system incorporates a centralized security system. When an employee departs from the company, you can effortlessly revoke their access with no cost and a simple click of a button. By doing so, you can rest assured that all their previous chats, tasks, emails, records, patient information, and more within the CRM will be completely inaccessible to them. Protecting your data and maintaining its integrity is our top priority, providing you with peace of mind and the assurance that your sensitive information remains secure
at all times.

Internal Communication

Effective internal communication is vital for your clinic, particularly when employees are frequently on the move. Recognizing this need, our system offers a robust internal communication platform that encompasses group and individual chat functionalities, as well as group meetings, webinars, voice, video, and screen sharing capabilities. Whether your team members are in the office or working remotely, our communication system ensures seamless and efficient collaboration. Stay connected, share ideas, and enhance teamwork with our comprehensive internal communication features, designed to optimize communication within your clinic.

Keep and share your password safely

Are you looking for a secure solution to share passwords with your team? With our system, you can securely share passwords while ensuring confidentiality of other important information. Our system allows your team to access the assets without having access to the actual passwords themselves. This means that you can grant access to the necessary credentials without compromising the security of sensitive information. Enjoy the convenience of password sharing while maintaining the highest level of security for your data.

Email and SMS Campaigns

Keeping your patients and prospects engaged is essential for the success of your clinic. That's why our automatic campaigns play a crucial role in maintaining their interest. Our campaigns system seamlessly integrates with your CRM activities, ensuring a cohesive and effective marketing strategy. For instance, when a prospect becomes a lost deal, our system automatically initiates a drip campaign to rebuild trust and strengthen their connection with your brand. By leveraging the power of automated campaigns, you can consistently nurture your potential patients and enhance their engagement, ultimately boosting your clinic's reputation and fostering lasting relationships with your healthcare receivers.

Mentoring

In certain situations of medical emergency call, a junior practitioner may require guidance from a senior practitioner. Our system incorporates augmented reality technology to facilitate this collaboration. The junior practitioner wears special glasses that enable the senior practitioner to observe their actions in real-time. Through this live view, the senior practitioner can provide valuable guidance and suggest appropriate next steps, fostering a seamless and efficient workflow. With our augmented reality feature, your clinic can harness the power of technology to enhance teamwork and elevate the level of care provided to patients.

Social Media

The clinic can efficiently schedule and publish engaging content across multiple social media platforms, including Facebook, Twitter, Instagram, and more. The platform enables the clinic to monitor and respond to patient inquiries, comments, and reviews, ensuring prompt and personalized engagement. Additionally, our system provides valuable analytics and reporting features, allowing the clinic to track the performance of the social media campaigns, gain insights into audience behavior, and make data-driven decisions to enhance online presence.

Route Creation

In certain instances, healthcare providers may be required to visit patients at their residences. To facilitate this process, we have implemented an advanced routing system that generates optimized routes for practitioners. These routes are carefully designed, taking into account factors such as distance, traffic conditions, the coverage, and other relevant considerations.

Knowledge Base

The clinic can efficiently train its staff, ensuring continuous professional development and compliance with medical guidelines or how to use the CRM or other systems. The platform allows for the creation and management of engaging and interactive training programs and modules, making it easier to educate employees on various topics such as new medical procedures, patient privacy, and safety protocols.

File Management

With a robust and highly secure storage capacity of over 5TB, you can efficiently manage your patients' data. The storage is not only ample but also comes with advanced encryption measures to ensure the utmost security. By leveraging this extensive storage capability, our clients can confidently store all their valuable company assets on the cloud. This includes not only patient data but also other very important information, files, and documents.

You ask we answer

What does MediCRM.ai offer practice managers?

Our system empowers practice managers by providing tools to follow up with potential patients, ensuring no opportunity patient through the cracks.

How can MediCRM.ai help in converting prospective patients into loyal patients?

By leveraging our intuitive interface and powerful automation capabilities, you can convert more prospective patients into loyal patients.

What makes MediCRM.ai stand out from other healthcare CRM systems?

MediCRM.ai stands out by prioritizing customization and automation, allowing for a personalized solution that caters to the unique needs of each practice.

How does MediCRM.ai ensure a smooth transition for healthcare practices?

MediCRM.ai seamlessly aligns with the existing workflows of healthcare practices, ensuring a smooth transition while maximizing efficiency.

How does the CRM system ensure HIPAA compliance?

Our CRM system ensures HIPAA compliance through robust security measures, encryption protocols support, access controls, and regular health and security audits.

Does the CRM system offer role-based access controls for healthcare workers and other healthcare services providers?

Absolutely! Our CRM system offers role-based access controls, allowing for various physicians to access patient information based on their authorized roles and responsibilities within the medical institution.

How does MediCRM.ai handle patient consent and authorization forms?

Our CRM system offers functionalities for managing consent and authorization forms. Therefore, enabling healthcare providers to obtain and track appointments and patients' consent documents in compliance with HIPAA regulations.

What benefits can healthcare practices expect from using MediCRM.ai?

By using MediCRM.ai, healthcare practices can experience optimized operations, streamlined workflows, and enhanced productivity, as the platform is tailored to meet their specific requirements and provides a personalized solution.