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.
Patient pipeline
Nothing slippingD. Okafor
Web form · 1h
R. Mendez
Missed call · 3h
S. Patel
Forms sent
L. Nguyen
Card on file
T. Brooks
Mar 14 · 2:30
A. Silva
Mar 16 · 9:00
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 was never designed for intake.
Inquiries get lost
Calls, texts, forms, and voicemails land in five different places — and the ones nobody follows up on quietly disappear.
Follow-up is manual
Your front desk is buried. Without automation, prospective patients wait days for a reply, then book somewhere else.
Your EHR wasn't built for this
EHRs manage the patients you already have. They don't manage the messy, pre-appointment intake pipeline.
Generic CRMs don't fit
Zoho and HubSpot were built for sales teams — not for consent forms, referrals, no-shows, and healthcare workflows.
The bridge between the first call and your EHR
mmrCRM layers on top of your EHR — you keep charting, prescribing, and submitting claims exactly where you do today. It owns everything that happens before a patient is in your EHR — capture, follow-up, intake, and scheduling — then syncs the booked appointment across automatically. Done-for-you setup means it's working for you in a day, not months.
Everything your front office needs, in one place
Every conversation in one thread
HIPAA-compliant calls, texts, emails, voicemails, and website chats in one view. BAA included on every plan. No more toggling between apps.
See every inquiry from first touch to booked
A visual kanban board that shows exactly where every patient is: New Inquiry → Intake In Progress → Scheduled. Nothing falls through.
Reach every lead without lifting a finger
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.
Know exactly what's missing
See at a glance who's missing paperwork, who hasn't added a credit card, and who still needs consent forms signed.
Workflows that run themselves
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.
Track referral sources and partners
Track referral sources, therapists, facilities, and partners in a dedicated pipeline. Know who's sending you patients and who needs a follow-up.
Appointments and no-shows sync themselves
Syncs with your EHR so appointments, no-shows, and patient status flow back into the CRM automatically.
Works with the stack you already run on
mmrCRM connects to the tools your practice already uses — full two-way Charm EHR sync, Spruce Health for HIPAA-secure texting and calls, Google Workspace for email, Google Meet for video visits, and Notifyre for fax. We wire all of it up for you during the done-for-you setup.
Replace a stack of point tools
Because e-signatures, video visits, review requests, email signatures, intake forms, and team messaging are built in, most practices cancel a handful of separate subscriptions when they switch — Adobe Sign, Zoom, Embed Social, WiseStamp, BambooHR community, and Jotform among them.
Capture leads around the clock
Capture leads 24/7 with an AI-powered chat widget on your website. It answers common questions, collects contact info, and detects crisis situations.
HIPAA compliant
Encrypted infrastructure built for Protected Health Information.
BAA included
Signed on every plan — no add-on, no negotiation.
Crisis safeguards
Built-in crisis detection, Do-Not-Contact, and consent management.
Role-based access
Role-based permissions with full audit logging.
Not another generic CRM with a healthcare skin
Generic CRMs make you do the work. mmrCRM ships with healthcare built in.
The math is simple. Other CRMs weren't built for healthcare — so you pay enterprise prices, then pay again to make them work.
Live in four steps
Connect
Link your EHR and phone system. We support major telephony providers out of the box.
Import
Bring in your existing patient inquiries and referral sources in minutes.
Automate
Set up follow-up sequences and let mmrCRM handle the rest automatically.
Grow
Watch your intake completion rate climb while your front desk focuses on care, not chasing.
One package with everything. Or start at $100.
Take the Full Package with every add-on included, or start with the base package and bolt on only what you need.
Frequently asked questions
How is mmrCRM different from my EHR?
Your EHR manages patients you already have. mmrCRM manages everything before that — capturing inquiries, following up, tracking intake, and scheduling — then syncs the booked appointment into your EHR automatically.
Do I replace my EHR?
No. mmrCRM layers on top of your EHR — you continue to chart, prescribe, and submit claims via your EHR exactly as you do today. mmrCRM handles the pre-appointment pipeline and hands the booked patient off to your EHR.
Which EHRs does it integrate with?
Today we integrate fully with Charm EHR. mmrCRM can also be used standalone — you get the full CRM on its own and transfer data manually where needed (for example, recording patient payments).
How is it different from Zoho or HubSpot?
Generic CRMs are built for sales teams and need weeks of custom setup to fit a practice. mmrCRM ships with healthcare workflows — intake, consent, referrals, no-shows — and direct EHR integration built in, at a fraction of the enterprise price.
How long does setup take?
One day. Done-for-you implementation means we connect your channels, import your data, and build your automations for you — you're live in a day, not months.
What does it cost?
The base package is $100/month plus $50 per provider. Add-ons are priced individually, or the Full Package bundles every add-on for $350/month (1 provider included, +$50/month per additional provider). Non-provider users are free and unlimited.
Is it HIPAA compliant?
Yes. mmrCRM is HIPAA compliant with a signed BAA included on every plan, encryption at rest and in transit, role-based access, and full audit logging.
Does it work with our website?
Yes. The AI chat agent embeds on your site to capture leads 24/7, and web forms flow straight into your unified inbox and pipeline.
What does mmrCRM integrate with?
mmrCRM has full two-way sync with Charm EHR, and connects to Spruce Health for HIPAA-secure texting and calls, Google Workspace for email, Google Meet for video appointments, and Notifyre for fax. Everything is connected for you during the done-for-you setup — no IT project required.
Which software subscriptions can we cancel after switching?
Because so much is built in, most practices retire a handful of separate tools when they adopt mmrCRM — including Adobe Sign (e-signatures & consent), Zoom (video visits, handled by Google Meet), Embed Social (review capture), WiseStamp (email signatures), BambooHR community (team directory), and Jotform (intake forms). Consolidating them into one HIPAA-compliant platform usually more than covers the cost of mmrCRM.