Healthcare CRM

Healthcare CRM

Your healthcare CRM by Itransition

Our custom medical CRMs raise customer relationships to a new level through automation of administrative tasks, AI-driven marketing, and tailored experiences.

  • All-round view of patient data
  • Efficient patient management
  • Care cycle analytics
  • Improved patient satisfaction and loyalty
  • Interoperability with clinical systems and portable devices

Looking to launch a CRM that’s beneficial for both medical professionals and patients?

We’re ready to assist.

Contact us

Adding CRM to your digital mix

Our CRM solutions are designed to be flexible and adaptable, so that we can set them up to meet your needs. Here are some of the types of CRM adopters in healthcare that we serve, along with selected CRM-driven benefits:


Access to patient records across integrated clinical systems

Efficient partner and referral management

Health systems

A single patient registry across all facilities

Seamless cross-departmental communication

Private medical practices

Health risk evaluation

Personalized care and prevention plans

GP offices

Customer education

Optimal care plans

Rehabilitation facilities

Complete customer health profiles

24/7 health data monitoring

Automation areas

Administrative duties

Reduce paperwork, operational workload, and related costs:

  • Omniplatform interoperability of records
  • Standard documents available as pre-designed customizable templates
  • Data monitoring on portable devices in real time
  • Streamlined day-to-day workflows


Foster lead generation and conversions with intelligent marketing automation tools:

  • Multi-channel behavior monitoring
  • AI-powered marketing analysis
  • Personalized campaigns

Analytics & reporting

Streamline data transparency and accessible reporting with built-in tools and AI:

  • Bird's-eye view of each patient’s profile
  • Noise-free insights for decision-makers
  • Handy dashboards for performance tracking
  • Timely patient risk assessment


Upscale engagement with 24/7 omnichannel communication:

  • Integrated patient portals
  • Messengers and AI-powered chatbots
  • Educational resources for patients
  • Contact center automation and integration

Need a healthcare CRM that helps personalize care, streamline marketing, and improve loyalty?

Contact us

Related services

Healthcare solutions

Our company is fully fit to deliver a range of services and solutions for the industry, from mobile healthcare to software for medical equipment.

Medical data analytics

Our data engineering team creates BI and medical data analysis solutions for healthcare providers to assist in precise diagnostics, care personalization, facility management, and more.

Healthcare mobile apps

We cover the full cycle of mobile app development to facilitate remote patient monitoring and engagement, build networks of interoperable connected devices, and ease medical staff workflows.


We bring together patients and care providers via custom-designed telehealth solutions, supporting real-time audio and video communication, EHR integration, and compliant data processing.

Healthcare CRM consulting and implementation

We have ample experience and a set of technologies to build tailored or fully custom CRM systems for healthcare.

Salesforce Health Cloud

A Salesforce Partner, Itransition is ready to leverage this highly flexible platform to deliver sought-after CRM features for healthcare practitioners. In case the platform lacks the modules you’re looking for, our experts will develop and integrate them.

  • All-round health profiles
  • Ready-made templates to optimize document management
  • Auto-detecting weak spots in care workflows
  • Integrated portals for doctors and patients
  • AI-driven contact tools
  • Personalized campaigns via Salesforce Marketing Cloud
  • Intelligent reports driving marketing insights

Custom solutions

Backed by our expertise and healthcare domain knowledge, we offer custom CRM development to meet most specific requirements. We will help you deliver a positive experience, foster referrals, and maximize patient acquisition on your own terms.

  • Catalog of diseases and treatments
  • All-channel detailed health record availability
  • Patient profiles enriched with data from third-party sources
  • AI-powered insights into patients’ behavior
  • Built-in communication tools
  • Integrated portals for patients, doctors, and nurses