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Patient CRM and marketing built into your clinic software
Track an inquiry from the first phone call to a signed estimate, then keep existing patients coming back with automated follow-ups, recalls and surveys that fire off events already happening in your schedule.
A pipeline for people who have not booked yet
Inquiries stop living in a notebook or a shared inbox. Every lead has an owner, a stage and a next step.
- Leads and contacts kept separate from active patient records
- Deals with stage, value and expected close
- Call log with notes so anyone can pick up the conversation
- Estimates sent from the CRM and converted to an invoice on acceptance
- Assign leads to a specific staff member
- Filter and export the whole pipeline to CSV
Turn website traffic into named contacts
An embeddable form drops onto your existing site and pushes submissions straight into the CRM instead of an inbox nobody watches.
- Embeddable capture form for your own website pages
- Submissions create a lead record immediately
- How did you hear about us captured at intake
- Report on which sources actually produce booked visits
- Route new leads to the right team automatically
- Same record follows the person once they become a patient
Follow-ups that trigger on real events
You define the trigger and the message once. The system watches for the event and sends it.
- Message after a first visit to confirm the plan of care
- Sequence that starts seven days after an invoice goes unpaid
- Scheduled recalls for reviews and annual checks
- Reactivation outreach to patients not seen in months
- Send by email, SMS or WhatsApp
- Stop a sequence automatically when the patient rebooks
Ask patients how it went, then use the answer
Satisfaction surveys go out after the visit while the experience is fresh, and the results sit next to the rest of your reporting.
- Surveys delivered by email or text after a visit
- Results tied to the provider and the appointment type
- Spot unhappy patients before they leave a public review
- Combine survey data with wait time statistics
- Export responses to CSV for deeper analysis
- Kiosk check-in keeps the front desk free during busy hours
A clinic CRM, not a marketing suite
DrinCloud will not run your ad accounts, schedule social posts or design a newsletter. It does one thing: it connects the people contacting your practice to the appointments, estimates and invoices already in the system, so follow-up stops depending on someone remembering.
Questions we get asked
Does the CRM share the same database as the clinical records?
Yes. A lead that books becomes a patient without re-entering anything, and the original source and call history stay attached.
Can I text patients?
Yes, for reminders, recalls, surveys and consent requests, provided you captured consent on the intake form as the TCPA requires.
Is patient outreach HIPAA compliant?
DrinCloud operates under HIPAA and signs a BAA with every practice. Keep clinical detail out of text and email bodies, as you would with any channel.
Can I bring my existing patient and lead lists?
Yes. Bulk import from Excel is included free when you start, so your first campaigns are not sent to an empty database.
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