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Adit CRM: AI-Enabled Lead Management Software for Healthcare Practices
Bring every call, text, and patient interaction together in one AI-powered healthcare CRM software. Capture leads, automate follow-up, and keep every relationship moving forward.
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One inquiry. Two very different outcomes.
Prospective Patient Calls
Question answered
Doesn’t schedule
No follow-up
Opportunity lost
Potential patient calls
Questions answered, doesn’t schedule
Adit AI creates lead automatically
Adit AI (or your team) follows up
Appointment booked!
Maintain a clean, searchable
database.
Automatically create leads from
Call Intelligence, AI Front Desk,
AI Web Chat & Online Scheduling.
Separate existing patients from
prospective patients.
Keep vendors and insurance
companies out of your patient list.
Upload your lead list from
community events, referrals.
Adit AI segments every lead based
on their likelihood to book and
assigns them a temperature.
Organize leads based on the
service they’re interested in and
the potential revenue assigned.
Once these leads are scheduled
in your EHR, Adit AI automatically
converts the lead
Automatically track the full
journey from first contact to revenue.
Adit AI handles lead follow-up so your practice can focus on patient care - without letting any opportunity go cold.
Adit AI books the appointment
and documents everything.
View the steps the AI Agent took
to book an appointment.
View every interaction in
chronological order.
Give your team complete context
before every conversation.
All communications published
in your EHR.
Build lists using patient stage,
lead source, temperature, last touch
point, and more!
Send bulk text messages, emails,
and appointment requests.
Enable Adit AI to engage these lists
and convert opportunities.
Track campaign performance.
Adit CRM connects every interaction across the Adit platform, giving your team one complete view of every patient relationship.
Other CRMs VS Adit Healthcare CRM
- Generic contact database
- Patients & prospects mixed together
- Manual lead tracking
- Disconnected from your EHR
- Separate texting and email tools
- Requires third-party integrations
- Built specifically for healthcare practices
- Automatically organizes patients, leads, contacts, & unrecognized contacts
- Automatic lead creation & conversion
- One unified timeline (incl your EHR)
- Built-in communication & segmentation
- Native Adit platform integration
Frequently asked question
CRM (Customer Relationship Management) software helps healthcare practices organize patient relationships, manage leads, track follow-ups, and keep all interactions in one place. Adit CRM combines patient relationship management and lead management on a single platform, captures every inquiry, organizes every relationship, and helps your team convert more opportunities into patients.
Practice Management Software manages existing patients and appointments. Adit CRM manages the relationships before and after those appointments by tracking leads, organizing follow-up, managing communications, and giving your team a complete view of every patient interaction in one place.
Yes. Adit CRM can automatically create Leads from Call Intelligence and AI-powered conversations when someone contacts your practice but doesn’t book an appointment. Your team can also create Leads manually or import Lead lists to ensure every opportunity is tracked and followed up.
Yes. You can upload Lead lists in bulk using a CSV file, making it easy to organize prospects from community events, marketing campaigns, referrals, or other outreach efforts and manage them alongside your existing patient relationships.
Yes. Patient records sync two ways between Adit CRM and your Practice Management Software, keeping information consistent across both systems. Leads, Contacts, and Unrecognized Contacts remain in Adit CRM, giving your practice visibility into opportunities your Practice Management Software wasn’t designed to track.
Adit CRM automatically organizes records into four categories: Patients, Leads, Contacts, and Unrecognized Contacts. This keeps your database clean, prevents spam or vendor records from cluttering your patient list, and makes it easier to find the information your team needs.
From first contact to long-term care, Adit’s Healthcare CRM helps your practice capture every opportunity, follow up more efficiently, and build stronger patient relationships from one AI-powered platform.
