Grow Your Practice

Turn Inquiries Into Patients

A built-in CRM that captures every lead, works your pipeline, and nurtures prospects — without bolting on a separate tool.

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Use Cases

See how turn inquiries into patients transforms healthcare workflows

Growing Practices

Capture website inquiries automatically and work every lead through a simple pipeline — from first contact to booked patient — without a separate CRM tool.

Med Spas & Cash-Pay Clinics

Run promotions and nurture prospects with email campaigns, then convert interested leads into paying clients and members in a few clicks.

Multi-Provider Clinics

Route new inquiries to the right team member, auto-create follow-up tasks, and never let a potential patient slip through the cracks.

Key Benefits

Capture Every Lead Automatically

A branded inquiry form — hosted for you and embeddable on any website — sends every submission straight into your CRM as a new lead. Booking-page inquiries land here too, so nothing gets lost.

Complete Feature Set

Everything you need for turn inquiries into patients

Web-to-Lead Form

Capture inquiries from anywhere

  • Hosted, branded inquiry page
  • Embeddable widget + iframe
  • Custom fields & drag-to-reorder
  • Custom success message
  • Spam protection (honeypot)

Contact Pipeline

Visualize your funnel

  • Drag-and-drop Kanban board
  • Leads, prospects & waitlist
  • Custom stages & pipelines
  • List and board views
  • No PHI in the funnel

Segments & Filters

Target the right contacts

  • Save reusable filters
  • Filter by stage, owner, source, tags
  • Quick search across contacts
  • Tag-based organization
  • One-click segment apply

Email Campaigns

Nurture and convert leads

  • Send to opted-in contacts
  • Segment-based audiences
  • Consent & unsubscribe enforced
  • Open & click engagement tracking
  • Test (dry-run) before sending

Lead Routing & Tasks

Never miss a follow-up

  • Auto-assign new leads to staff
  • Auto-created follow-up tasks
  • Surfaces in your 'my day' inbox
  • Activity timeline per contact
  • Booking-page lead capture

Convert to Patient

Seamless hand-off to care

  • Convert a contact into a patient
  • Carries over contact details
  • Custom fields land on the record
  • CSV import & export
  • Plan-based limits that scale

Ready to transform your practice?

Join thousands of healthcare providers using ClinikEHR