CRM Automation
Lifecycle automation — leads, follow-up campaigns, retention.
14 clinics live
AH
In development · ETA Q4 2026

CRM Automation

Lifecycle automation — leads, follow-up campaigns, retention.

Roadmap
Discovery
Design
Build
Internal beta
GA
Coming capabilities
  • Lifecycle campaign builder
  • Engagement-score driven re-engagement
  • Provider referral tracking
  • Lost-patient win-back automation
Pilot interest
MedCore enterprise customers can pilot this module early. Reach out to your account team.
Preview · interactive in beta
A
111 · session-0
B
18 · session-1
C
25 · session-2
D
32 · session-3
E
39 · session-4
Mock data · production wiring lands at ETA