Healthcare CRM for Patient Acquisition Teams

Velant is an all-in-one CRM for healthcare growth with lead tracking, communications, automation, telephony, and performance reporting.

See Velant in action

Get a walkthrough tailored to your intake workflow and lead volumes.

One system for every intake signal

Capture calls, forms, and campaign sources in a single record so your team never loses context or ownership.

  • Source attribution for paid, organic, and referral leads
  • Unified inbox for SMS, email, and call notes
  • Shared team visibility for faster handoffs

Automation that keeps leads warm

Trigger follow-ups and routing rules without manual work, while keeping oversight and accountability.

  • Multi-step sequences with branching logic
  • Quiet hours, escalation, and response timing
  • Outcome tracking from first contact to appointment

Telephony and analytics built in

Call tracking, recordings, and AI summaries live inside the CRM to reduce tool sprawl and improve conversion.

FAQs

Who uses the healthcare CRM?

Intake, admissions, and marketing teams use Velant to manage leads, automate follow-ups, and track outcomes.

Does it support multi-location teams?

Yes. Velant supports multi-location reporting and routing for enterprise healthcare teams.

Can it integrate with our EHR?

Velant supports integrations based on your EHR and workflow requirements. We scope integrations during onboarding.