Patient Relationship Management Software That Humanizes Care

Patient loyalty is the key to a healthy practice. Promptly’s patient relationship management solution (commonly known as a healthcare CRM—or constituent relationship management system) handles the entire patient journey so your staff can stop chasing paperwork and start connecting with patients.

‍Basically, we automate tedious tasks so you can focus on "the people stuff."

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Over 400 practices in all 50 states trust Promptly

A complete growth engine for your practice

Doodle drawing of checking of to-do lists

Capture and convert more leads

Prospective patients slipping through the cracks? Promptly’s patient relationship management platform captures new leads and automates nurturing via email and SMS. It tracks the entire journey from the first click to consult, giving you a clear ROI on your marketing.

‍No, really: Practices using Promptly can anticipate a 97% patient retention rate when using the full suite.

Doodle drawing of a calendar to-do's

Connect with patients instantly

Generic blasts get ignored. Promptly sends personalized, two-way messages (including videos and custom links) that patients actually read. Connect with your community with confidence and empower them to take their health into their own hands.


‍Did you know? A personalized approach using Promptly’s messaging elicits a response in 4-6 minutes—twice as fast as standard messaging.

Doodle drawing of the different components of settings

Create ultra-clickable drip campaigns

Promptly CRM includes an automated nurturing system that keeps prospective patients engaged with minimal staff intervention. Once a lead is captured, the system can automatically enroll them into drip campaigns, which are a series of emails sent at specific intervals to boost engagement.

‍Our results don’t lie: Practices using Promptly can anticipate up to a 90% reduction in no-shows.

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Gather and report data effortlessly

Promptly provides the analytics you need to jump on opportunities to improve patient relationships. The CRM tracks patient acquisition, retention, marketing performance, and more.




‍Get this: Promptly users save over 1,000 hours of staff labor on average.

Grow your practice, not your workload

Promptly replaces fragmented systems with a unified workflow that drives growth, efficiency, and revenue.

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Centralize your patient data

Stop toggling between spreadsheets, email inboxes, and your PM. All lead information—from website forms, phone calls, and live chats—is automatically fed into a centralized dashboard.

360-degree view of leads
Consolidate web, phone, and chat leads
Eliminate manual data entry
Update status automatically as patients book

Ensure every lead gets a follow-up

Automation is great, but sometimes you need a human touch. Our system includes robust task management tasks that automatically create and assign tasks to specific staff members when a lead comes in. This prompts timely follow-up calls, ensuring your team is accountable and your prospective patients feel valued.

Automate task creation for staff
Ensure timely human touchpoints
Streamline administrative follow-ups
Prevent leads from "going cold"

Stop guessing your marketing ROI

Don’t rely on gut checks; make data-driven decisions. Our healthcare CRM offers deep analytics that track patient acquisition costs and marketing performance. Track phone and email inquiries back to specific organic or PPC campaigns, proving exactly which marketing dollars are driving revenue and which are wasted.

Track ROI on internet marketing efforts
Monitor conversion rates from inquiry to consult
Analyze acquisition and retention performance
Attribute revenue to specific campaigns

Remove the friction of booking

The faster a lead can book, the more likely they are to stay loyal to your practice. We streamline the transition from "inquiry" to "consultation" by allowing new patients to self-schedule appointments online. No phone tag, no portals, just a seamless path from clicking an ad to sitting in your exam chair.

Online self-scheduling for new patients
Streamline inquiry-to-consultation flow
No login barriers or apps required
Mobile-friendly digital experience
Doodle of bar graphs
A woman communicating on her phone.

A patient relationship engine prescribed for your practice

A one-size-fits-all healthcare CRM won't cut it. Promptly’s customizable patient relationship management software automates the entire patient lifecycle, from acquisition to retention, all on one unified platform.

See our tools in action

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

Patient relationship management FAQs
‍

What is patient relationship management software?

A patient relationship management system consolidates all patient engagement activities into a single, digital concierge. It automates the entire journey, from capturing a new lead to scheduling, intake, and long-term retention, so your staff can stop managing software and start focusing on high-value, personal interactions with patients.

Why is a healthcare CRM beneficial?

By automating "speed-to-lead" and follow-up, you convert more prospective patients. By automating recall, you retain them. The efficiency gains are massive: Promptly clients save over 1,700 hours a year in staff time and often save $88,000 annually just by consolidating fragmented tools into one suite. It humanizes healthcare by removing the robotic busywork.

Why should we choose Promptly's patient relationship management software?

Most tools are just schedulers or just billing platforms—but not Promptly. We handle the entire lifecycle, not just one part. Promptly combines the power of our healthcare CRM (for lead management) and our reputation management software into one powerful workflow. This comprehensive approach is why our practices see 97% retention rates, 90% reductions in no-shows, and huge revenue boosts.

How can we get started with Promptly?

Request a demo and let’s talk about your growth goals! Whether you need to fix a leaky referral pipeline or automate your recall list, we'll show you exactly how our platform fits your needs. Once you're ready, our dedicated onboarding team partners with you to integrate with your tech stack and get your new workflows running smoothly.

See how Promptly can work for you

Streamline your specialty practice with customizable patient experience software.

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We automate the tedious stuff so people can do the people stuff

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