AI-Powered CRM That Connects, Automates, and Books Faster
Patientfy CRM brings your marketing and operations together with AI-powered automation, EHR integration, and smart lead management—all in one easy-to-use platform.
Every Lead in One Place — Fully Integrated With Your Software
Patientfy CRM connects directly with your EHR and practice management system, using AI to intelligently capture, organize, and sync new leads, forms, and patient data in real time. From insurance verification to intake forms, everything flows seamlessly—giving your team more time to book patients, not enter data.
Benefits up-front:
Automatically syncs patient data into your EHR or practice software
Eliminates double entry and reduces human error
Keeps your team organized with one unified lead dashboard
Built-In Communication That Saves Time
Respond faster with AI-powered two-way texting, email templates, and call tracking—all within a single dashboard. Every conversation is logged automatically and prioritized based on urgency, helping your team stay focused, consistent, and patient-ready.
Benefits up-front:
Text, email, and call patients without switching platforms
Automatically logs every conversation for complete records
Speeds up follow-ups with ready-to-use message templates
AI Automation That Handles the Busywork
From instant insurance verification to personalized follow-ups, Patientfy CRM uses AI-driven workflows to automate repetitive tasks. Leads are nurtured in real time with zero manual effort—so your pipeline stays warm while your team stays productive.
Benefits up-front:
Instantly sends follow-ups based on lead activity or status
Automates insurance verification questions via form triggers
Reduces manual workload for your front desk and marketing team
See How Patientfy Can Help You
Book a quick 20-minute demo to discover how our AI-powered marketing platform—built exclusively for dental and medical practices—can boost visibility, automate growth, and elevate patient engagement.
During your demo, we’ll cover:
Your unique goals and practice-specific challenges
Proven strategies to attract and retain more patients
A tailored, all-in-one marketing plan just for you
