Hello, currently our single location Plastic Surgery practice is using a healthcare specific CRM for managing inbound leads from Google PPC mostly. We also receive leads from FB, IG, and inbound calls via RingCentral.

The CRM must be HIPAA compliant. Also must allow:

  • custom integration building with our EMR
  • maintain all customer communication in one place by integrating with VoIP for texts/calls + any direct messages from socal media
  • ability to create quotes and track payments
  • marketing automation for text + email drip campaigns
  • robust reporting so we can get rid of our many google spreadsheets
  • call center management? I would like this feature but not sure if this is an integration or something within the CRM

Which CRM would you recommend for a small company (no onsite IT admin) that plans to grow to multi-location in the next 2-3 years?

submitted by /u/Correct-Sport9934
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