Unified Inbox
HIPAA-compliant calls, texts, emails, voicemails, and website chats in one view. BAA included on every plan. No more toggling between apps.
Healthcare CRM · HIPAA Compliant · BAA Included
Done-for-You CRM
for Medical Practices
Stop losing patients between the first call and the first appointment. mmrCRM tracks every lead, automates every follow-up, and keeps your front desk focused on what matters.
HIPAA Compliant·BAA on Every Plan·AES-256 Encrypted·$299/mo · Under 5 users
Your EHR Wasn't Built for This
30–40%
of new patient inquiries are lost before they ever sit down for an appointment
Sticky notes
Spreadsheets and memory aren't a system — and your EHR wasn't designed for intake
You already have a system for charting and billing. But what about the patient who called, never completed intake, and slipped through the cracks? Or the referral source you forgot to follow up with last month? mmrCRM sits between the first phone call and your EHR — so nothing falls through.
One Place for Every Patient Conversation
mmrCRM captures every inquiry, tracks every touchpoint, and moves patients through intake — automatically.
Patient Pipeline
A visual kanban board that shows exactly where every patient is: New Inquiry → Intake In Progress → Scheduled. Nothing falls through.
Automated Follow-Ups
Build multi-step sequences that send texts, emails, and create tasks on autopilot. Patients who ghost get nudged. Staff who need to act get reminded.
Business Connections
Track referral sources, therapists, facilities, and partners in a dedicated pipeline. Know who's sending you patients and who needs a follow-up.
Built for How Medical Practices Actually Work
Every feature was built because a real practice needed it — not because a generic CRM vendor added a healthcare skin.
Intake Tracking That Actually Tracks
See at a glance who's missing paperwork, who hasn't added a credit card, and who still needs consent forms signed. Stop chasing — start knowing.
- Missing paperwork flagged automatically
- Consent form status per patient
- Credit card & intake completion tracking
Smart Automations
When a patient enters your pipeline, mmrCRM can automatically send intake paperwork reminders, schedule follow-up calls, and exit the sequence the moment paperwork is complete.
- Multi-step SMS, email, and task sequences
- Auto-exit triggers on completion events
- Staff task creation on autopilot
EHR Integration
Syncs with your EHR so appointments, no-shows, and patient status flow back into the CRM automatically. Your pipeline stays current without double-entry.
- Appointment sync from major EHRs
- No-show alerts reflected in pipeline
- Zero manual double-entry
Website AI Chat Agent
Capture leads 24/7 with an AI-powered chat widget on your website. It answers common questions, collects contact info, and detects crisis situations.
- Lead capture around the clock
- Crisis detection with immediate escalation
- Seamless handoff to your team
Business Connections & Referral Tracking
Manage every professional relationship in one place. Track referral volume over 30 and 90 days and never let a key relationship go cold.
- Referral source volume over 30 & 90 days
- Business pipeline from first contact to active
- Facilities, hospitals, employers, vendors
Bulk Messaging & Email Campaigns
Send appointment reminders, newsletters, or re-engagement campaigns to segmented lists. A/B test subject lines. Track opens, clicks, and unsubscribes.
- Segmented list targeting
- A/B subject line testing
- Open, click, and unsubscribe tracking
Reports & Dashboards
See intake bottlenecks, staff performance, pipeline velocity, and referral trends at a glance. Make decisions with data, not gut feelings.
- Pipeline velocity & bottleneck reports
- Staff performance metrics
- Referral trend charts
HIPAA-Compliant Communications
Every SMS, email, and phone call runs through HIPAA-compliant infrastructure with a Business Associate Agreement included on all plans. No add-ons.
- BAA included on all plans
- AES-256 encryption at rest
- TLS 1.3 in transit
Role-Based Access & Audit Logging
Admins, providers, front desk, and read-only users each see exactly what they need. Every action is logged for HIPAA compliance.
- 4 permission levels out of the box
- Full audit trail for every action
- HIPAA-ready access controls
Built by a Practice, for Practices
We got tired of losing patients between the phone call and the first session.
mmrCRM was born inside a real private practice. Every feature exists because we needed it ourselves — not because a product manager thought it sounded good. The comparison table below, the pricing, the intake workflows: all of it came from running a practice and watching patients slip through the cracks.
Up and Running in a Day, Not a Quarter
No implementation partner required. No 12-week onboarding. Just connect, import, and go.
1
Connect
Link your EHR and phone system. We support major telephony providers out of the box.
2
Import
Bring in your existing patient inquiries and referral sources in minutes.
3
Automate
Set up follow-up sequences and let mmrCRM handle the rest automatically.
4
Grow
Watch your intake completion rate climb while your front desk focuses on care, not chasing.
Not Another Generic CRM with a Healthcare Skin
Generic CRMs make you do the work. mmrCRM ships with healthcare built in.
Feature
Generic CRM
mmrCRM
Workflow setup
You build from scratch
Intake workflows built in
Patient concept
No concept of "patient"
Patient pipeline with intake status tracking
EHR connection
No EHR integration
Direct EHR sync
Clinical safeguards
None
Crisis detection, Do Not Contact, consent management
Pricing model
Per-seat pricing that scales painfully
Built for small-to-midsize practices
The Math Is Simple
Other CRMs weren't built for healthcare — so you pay enterprise prices, then pay again to make them work. With Zoho or HubSpot, you're paying a generalist CRM price plus a consultant to bolt on healthcare features. mmrCRM ships with those features on day one.
| Zoho | HubSpot | mmrCRM | |
|---|---|---|---|
| Monthly cost (10 users) | ~$1,000/mo | ~$2,000/mo | A fraction of the cost |
| HIPAA SMS, email & phone | Extra cost, BAA unclear | Extra cost, BAA unclear | Included with BAA on all plans |
| Implementation fees | ~$5,000 (third-party) | $10,000–$80,000 | $799 one-time — we do it for you |
| Healthcare workflows | You build them | You build them | Intake, pipeline & EHR built in |
| Time to value | Weeks to months | Months | Days |
Simple, Transparent Pricing
One plan. Everything included. No hidden add-ons.
mmrCRM
$299/mo
Up to 5 users · All features included
$799 one-time implementation fee
We handle setup, onboarding, and EHR connection for you
- Unified inbox — calls, SMS, email, voicemail
- Visual patient pipeline (kanban)
- Automated follow-up sequences
- EHR sync and appointment tracking
- Business connections & referral tracking
- Website AI chat agent
- Bulk messaging & email campaigns
- Reports & dashboards
- HIPAA-compliant infrastructure
- BAA included
- Role-based access & audit logging
Book a Demo
Schedule a 30-minute call — we'll show you the platform and answer every question.
Stop Losing Patients.
Start Converting Inquiries.
Your next patient is calling right now. Will your practice be ready?
Book a Demo$299/mo · Under 5 users · $799 one-time implementation · HIPAA compliant