Assign to the right person
New patientsquotes go to the right provider or coordinatoragent automatically.
See every patient, client and quote. Know exactly what's next.
One CRM built for practices and agencies. Every call, text, booking and follow-up lands on the right contact, and every opportunity sits in a pipeline you can see at a glance.
Illustration with example stages. We set the stages up around how your business works.
One record per person
The whole history, on one screen.
Calls, texts, emails, chats, bookings, payments and notes live on the contact they belong to. Anyone on your team can pick up where the last person left off.
- Every conversation in one timeline
- Tags and lists to find the right people fast
- Notes and tasks your team can see
Built for a busy front office
Nothing slips through the cracks.
Tasks with due dates
Callbacks and follow-ups become tasks, so nobody has to remember.
Automations do the chasing
Moving a card can trigger the next text, email or reminder on its own.
See what's working
Where new patientsclients come from and what's waiting in each stage.
Good to know
A CRM isn't your EHR or agency management system. It's what keeps people moving.
- Your EHR or agency system
- The record: charts, policies, coverage and clinical or carrier details.
- The SMBIZ CRM
- The relationship: inquiries, conversations, bookings, follow-ups, renewals, recalls and reviews.
Plans
Pipelines come with Professional and Premium.
PremiumEverything in Professional, plus AI receptionist, AI chat and review requests
$497/mo
Get PremiumQuestions
About the SMBIZ CRM.
A CRM (customer relationship management system) keeps every contact, conversation and opportunity in one place. SMBIZ's CRM is built for healthcare practices and insurance agencies and connects calls, texts, booking, follow-ups and reviews to each person.
One your team will actually use. Look for a single inbox, online booking, automatic follow-ups and reminders, and a pipeline you can read at a glance. SMBIZ includes all of these and our team sets it up for you.
No. Your EHR or agency management system holds the record. A CRM manages the relationship: inquiries, conversations, bookings, follow-ups and reviews. Most practices and agencies use both.
Yes. Send us a spreadsheet export and we'll import your contacts during setup.
Yes. We build the stages around how your practice or agency works, and you can change them any time.
Pipelines are included in Professional ($297/month) and Premium ($497/month), with no long-term contract.
Free quote
Get your CRM set up.
Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.
- The plan or custom build that fits
- Your monthly price and setup cost, in writing
- What we'll connect it to
- Your go-live timeline
- Call(281) 800-5664
- Email[email protected]
Get your free quote
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Step 2 of 2 · So your recommendation fits.
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Want it faster? Call us on (281) 800-5664.