Core
$99/month
Unlimited users • 5 tracking numbers included
- Dynamic tracking (DNI)
- Web forms + UTM/GCLID
- Unified inbox (calls + msgs)
- Pipeline stages + tasks
- KPI dashboards + attribution
For healthcare intake, admissions, and marketing teams
Velant is live. HIPAA-compliant
AI CRM for healthcare lead tracking, calls, and follow-up.
Unlimited users • Pay only for usage • Built for time-sensitive leads
The gaps
Healthcare loses leads in the gaps.
Disconnected intake channels create blind spots between the first click and the booked appointment.
The result: missed leads, higher costs, and slower growth.
Leads arrive fast—follow-up doesn’t.
Calls, texts, forms, and ad platforms don’t talk to each other.
Teams can’t track what’s working—so budget gets wasted.
One system from clicks → communication → conversion.
One system fromClicksCommunicationConversion
Velant is an AI-powered CRM built for healthcare growth—combining communications, lead tracking, automation, and reporting in one platform.
Journey flow
The Velant workflow
Watch a lead move through Velant.
From first click to reporting — every stop on the journey, automated.
- Step 01
Click / Ad / Form
A lead arrives from a click, ad, or form submission. Source and intent data are captured immediately.
- Step 02
Call / SMS
Outbound call and SMS outreach begins right away. The lead is acknowledged and routed to the right owner.
- Step 03
AI Monitoring
AI watches for replies and engagement signals across channels. It keeps the thread active without manual polling.
- Step 04
Follow-up Workflow
If there is no response, a timed follow-up sequence starts. Messaging stays consistent and compliant.
- Step 05
Client Re-engages
The client re-engages and the workflow elevates them to the team. Handoffs are clear and tracked.
- Step 06
Appointment / Admissions
Scheduling and admissions are coordinated in one flow. Next steps are confirmed and documented.
- Step 07
Lead Matrix Reported
Outcomes roll up into reporting for visibility and ROI tracking. The lead matrix stays current.
Convergence
Stop juggling 8 tools to manage one lead.
Most practices stitch together a CRM, an EHR, a phone system, an SMS tool, and a stack of spreadsheets — then wonder why follow-ups slip. Velant collapses all of it into one timeline your team and your AI both work from.
Without Velant
Multiple Platforms · Multiple logins · 0 Unified view
SMS ProviderTexts only
Generic CRMNo clinical context
EHR SystemCharts only
Phone SystemCalls only
Insurance & BillingManual claims
Email PlatformMarketing blasts
Google AdsPaid traffic
Meta AdsSocial paid
Zap-style AutoBrittle webhooks
Insurance VerificationManual checks
Messages in one app. Notes in another. Charts somewhere else. Your team is constantly switching tabs just to keep up.
With Velant
One platform · one login · 100x efficiency
VelantOpportunity Pipeline
Smart scoring
AI Lead Follow-up
Advanced nurture
Smart Transcription
Auto call notes
Smart Note Taking
AI summaries
Messaging
SMS texts
Phone Calls
Inbound · Outbound
Email
Threaded inbox
EHR
Charts · Records
Team Chat
Internal threads
Appointment Scheduling
Auto-book slots
Reporting
ROI dashboards
Insurance & Billing
Eligibility · Claims
Your team focuses only on what matters, while Velant works behind the scenes to turn leads into real revenue and simplify your day-to-day.
What unification actually buys you
12hrs / week
Saved per coordinator
No more chuckling between multiple apps just to get by the day — everything happens in the same platform.
<30seconds
From lead to first response
AI sees the full context — lead history, lead sources, insurance — the moment someone engages.
0missed
Lead Follow Ups
Every lead lands in the same timeline and if a lead slips up, Velant picks up automatically.
The Velant journey
Every scroll is a chapter in the patient acquisition story.
Velant connects each step into one flowing narrative, so teams never lose context from first click to lifetime value.
Nothing Slips.Everything Converts Automatically.Advanced AI Follow-Ups.SEO Content from Objections.Enterprise-Ready Controls.
01CUSTOM CRM + WORKFLOW ENGINE
Custom CRM. Built for Your Workflow.1
Build forms, fields, and automations that match your process—so leads move seamlessly from first click to reported outcomes.
01Capture
02Engage
03Convert & Report
01Capture→
02Engage→
03Convert & Report
- Custom forms & fields
- Workflow Studio automations
- Dashboards & team reporting
1. Available on Enterprise Packages Only
Custom CRM & Workflow Engine
DashboardsAutomationsWorkflows
Custom Forms
Field Builder
Workflow Studio
CRM Blueprint
02Lead Tracking
Lead Tracking & Source Attribution
See every channel, every touch, and every source in one view.
- Track every phone call source + online application
- Track every landing page
- Filter spam
- Offline conversion uploads (Growth+)
03Conversations
Conversations (Unified Inbox)
Keep every communication, document, and record tied to the lead and owner.
- SMS, WhatsApp, and Email in one thread
- Inbound and Outbound document history.
- Shared team inbox + internal notes
- Advanced AI responses
04Calling
Calling & AI Notetaking
Call from desktop or mobile with AI notetaking and lead linking to make workflows easier.
- Built-in dialer + mobile app2
- Call recording + AI notetaking
- Searchable transcripts
- Missed-lead visibility + faster handoffs
2 - Available on AI Advanced and Enterprise packages only
05Pipelines
Pipelines, TasksOwnership
Move leads through intake with clear stage ownership.
- Intake pipeline stages + opportunity cards
- Tasking and next-step ownership
- Clear visibility into current stage of the lead
06Automations
Automations & Workflows
Trigger follow-ups and rules without manual effort.
- Multi-step workflows with delays + branching
- Quiet hours + escalation
- Automated advanced AI content creation based on objection
07Reporting
Reporting & KPI Dashboards
Understand ROI, response speed, and funnel health.
- Cost per lead / conversion visibility
- Conversion rate + funnel performance
- Response time, talk time, texts
- Track team performance and individual performance
- Track anything with custom widgets and custom dashboards
08Documents
Documents & Clinical Notes Workspace2
Capture intake details and clinical notes in one workspace.
- Form builder + templates
- Clinical notes + sign/lock
- Send secure links via email + sms
- Custom Workspaces and Notes1
1. Available on Enterprise Packages Only2. Available only on AI Advanced and Enterprise Packages Only
Insurance Billing
File Claims. Get Paid Faster.
Submit 837P claims, verify eligibility in real time, and auto-reconcile ERA/835 payments—all without leaving Velant.
- Electronic claim submission + resubmissions
- Real-time eligibility checks (270/271)
- ERA / 835 auto-retrieval + reconciliation
- Patient statements + payment matching
Available on AI Advanced and Enterprise$99/mo add-on for Core & AI Pro
Your team can work from anywhere.
AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Always connected. Convenient access.
Why Velant
See How Velant Compares
The only all-in-one platform built for healthcare marketing + operations.
Pricing view
HIPAA-Compliant CRM
VelantIncluded
SalesforceIncluded
HubSpotNot included
GHLNot included
Legacy EHRNot included
Built-in EHR / Patient Records
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRIncluded
AI Call Scoring + Summaries
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included
Integrated Telephony + SMS
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLIncluded
Legacy EHRNot included
Closed-Loop Attribution
VelantIncluded
SalesforcePartial
HubSpotIncluded
GHLPartial
Legacy EHRNot included
AI Content Generation
VelantIncluded
SalesforceNot included
HubSpotIncluded
GHLNot included
Legacy EHRNot included
Mobile Intake App
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included
Smart Lead Nurturing
VelantIncluded
SalesforceAdd-on
HubSpotAdd-on
GHLIncluded
Legacy EHRNot included
Custom AI per Specialty
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included
Real-time Eligibility Checks
VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRPartial
Pricing
Velant
$99–$499/mounlimited users
Salesforce
$325+/user/mobilled annually
HubSpot
$200+/seat/moseat-based pricing
GHL
$297+/accountunlimited users
Legacy EHR
$200+/provider/moper provider
Ready to replace your patchwork stack?
Book a DemoPLANS & ACCESS
Unlimited users. Investment scales with usage.
One-time implementation investment: $1,000 (onboarding + configuration).
MonthlyAnnual (best value)
AI Pro
$299/month
Unlimited users • 10 tracking numbers included
- Everything in Core
- Multi-step workflows
- Quiet hours + escalation
- DNC / opt-out management
- Offline conversion uploads
AI Advanced
$499/month
Unlimited users • 20 tracking numbers included
- Everything in AI Pro
- AI call summaries + scoring
- Next-Step Coach
- Transcript search + redaction
- Clinical notes & forms
- EHR + billing INCLUDED
Enterprise
Customtalk to sales
Unlimited users • Custom tracking numbers included
- Everything in AI Advanced
- SSO / SAML + compliance
- Multi-location governance
- Custom tracking # pools
- Priority SLA + dedicated CSM
- EHR + billing INCLUDED
Calls
10¢ / min
SMS
5¢ / msg
MMS
8¢ / msg
Extra numbers
$3 / mo each
You only pay for what you use.
Powered by Claim.MD
EHR + Insurance Billing Suite
Included with AI Advanced & Enterprise. Available as a $99/mo add-on to Core & AI Pro.
Flat rate · Unlimited providers · Unlimited admin/billing staff
What's included$99/mo add-on
- Insurance billing workflow (patients, policies, claims)
- Electronic claim submission (837P) + resubmissions
- ERA / 835 auto-retrieval + reconciliation
- Real-time eligibility checks (270/271)
- Payer enrollment + claim appeals
- Patient statements + payment matching
- Clinical notes & forms
Usage-based ratesPay-per-use
Electronic claims (837)$0.14 / claim
ERA / 835 retrieval$0.14 / ERA
Eligibility checks$0.10 / check
Payer enrollment$25 / enrollment
Claim appeals$5 / appeal
All usage billed monthly based on actual consumption. No minimums, no surprises.
Compare plans
Review every plan feature, from tracking coverage to AI guidance.
Designed for single-location teams starting with tracking.
Unlimited usersIncluded
Tracking numbers included5
Dynamic tracking (DNI)Included
Web forms + UTM/GCLIDIncluded
Unified inbox (calls + msgs)Included
Pipeline stages + tasksIncluded
KPI dashboards + attributionIncluded
Multi-step workflowsNot included
Quiet hours + escalationNot included
DNC / opt-out managementNot included
Offline conversion uploadsNot included
AI call summaries + scoringNot included
Next-Step CoachNot included
Transcript search + redactionNot included
Clinical notes & formsNot included
EHR + billing INCLUDED$99/mo add-on
SSO / SAML + complianceNot included
Multi-location governanceNot included
Custom tracking # poolsNot included
Priority SLA + dedicated CSMNot included
FAQs
Is Velant HIPAA compliant?
Velant is built for HIPAA-aligned workflows and includes enterprise-grade options (SSO/SAML + Compliance Pack) for organizations with stricter requirements.
Do we need to replace our EHR?
No. Velant focuses on lead tracking, communications, follow-up, and performance reporting—so your EHR doesn’t have to do sales and marketing.
Can we track leads from Google Ads and Meta?
Yes—Velant captures source data (DNI, UTMs, GCLID/FBCLID) and supports offline conversion uploads on Growth+.
Do you support multiple locations?
Yes—Enterprise is designed for multi-location teams with advanced tracking number capacity and governance.
What’s included in the setup fee?
Configuration, onboarding, and initial setup so your system is ready for real operations—tracking, workflows, and reporting included.
Do you have a mobile app?
Yes—AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Who is Velant best suited for?
Velant is built for healthcare organizations, multi-location clinics, and high-volume lead teams that need faster response times, better attribution, and clear visibility into calls, messages, and follow-ups.
Is Velant a CRM or an EHR?
Velant is a CRM platform focused on lead management, communication, and workflow execution. It is not an EHR and is designed to complement—not replace—your clinical systems.
Does Velant support role-based access?
Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.
Can Velant track phone calls as leads?
Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.
Does Velant support call attribution?
Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.
Can Velant handle high call and lead volume?
Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.
Does Velant work for multi-user teams?
Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.
Can Velant automate follow-ups?
Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.
Does Velant provide reporting and analytics?
Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.
Is Velant cloud-based?
Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.
How long does onboarding take?
Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.
Does Velant support custom workflows?
Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.
Can Velant integrate with third-party tools?
Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.
How do we get started with Velant?
The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.
Get started
Stop leaking leads.Start converting them.
See Velant’s tracking, inbox, pipeline, and AI follow-up working together in one place. We’ll tailor the demo to your workflow.
Fast replyNo pressureTailored to your workflow
Direct linegrow@velant.aiHealthcare intake, admissions & marketing teams.
Please do not include any protected health information (PHI) in your request.