Our Services

Customer Relationship Management

CRM Development

A health care customer relationship management (CRM) platform is one of the most vital tools needed to shape a successful healthcare practice. With a CRM, your team can deliver great service and support because all the information you need about a patient is available at a glance.

Why it Matters

Track the data in order to figure out what your strongest mode of communication is for your practice. Whether that is through email, over the phone, or by text message. 

Communicating clearly and effectively based on customized messaging, capturing and storing conversations between your team leads and patients, will all develop insight of what from facing marketing channels are successful and which need to be updated.

Having the right CRM build-out helps with:

  • Audience Segmentation
  • Demographic data for new customer acquisitions
  • Patient insights
  • Personalized messaging
  • Preferred method of communication

Our Process


Find out what your business requires for customization and management.


We get to work and build out your CRM.


Outline the fundamental needs of your practice and how we will put them in place. 


We walk your team through our CRM buildout for optimal use. 

If you are looking for a dynamic CRM buildout that suits the needs of your practice connect with NewGen today.