KIPU CRM Solution

Behavioral health CRM

Meet your patients where they are and connect them to the care they need with effective customer relationship management (CRM).

Easier Engagement Tracking
Pre-admission Screening
Ready Day One

Kipu CRM software is the bridge between patients and your clinic or treatment center. With our solution, you can conduct all patient acquisition and outreach through one system, seamlessly integrated with your electronic medical records (EMR) and other apps such as Microsoft Outlook.

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Pre-admission Screening is Painless

The admission team’s MVP, Kipu CRM delivers personalized views making the pre-admission screening process seamless. With custom assessments and data collection tools, patient intake is a breeze.

  • Customize assessments and data collection
  • Create event-triggered notifications to stay up-to-date on tasks
  • Develop user-specific work arenas
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Easier Engagement Tracking

Connect, track, and care for your patients throughout the lifecycle, from pre-assessment to post-treatment enabling you to provide a higher standard of care.

  • Utilize source-code tracking for advertising, social media, referrals, campaigns and more
  • Leverage third-party integrations with call tracking vendors, email providers, Google Analytics and SMS text providers
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Ready Day One

Designed and built for the behavioral health industry, the CRM is ready for you to use out-of-the box.

  • Real-time data exchange with Kipu EMR, eliminating double data entry and reducing human error
  • Patient information in the CRM flows directly to your Kipu EMR saving your staff time and resource

Other Kipu CRM Capability Spotlights

Appointment Calendar

Identify slow or busy days and adjust appointments accordingly by leveraging color codes and filtering capabilities.

Opportunity Progress Bar

Instantly prioritize your opportunities by pinpointing how much progress has been made with a client from initial contact through admission and every step in between.

Intelligent Inbound Call Management

Accurately route inbound calls to the right team eliminating confusion while protecting sensitive data and reinforcing HIPAA compliance.

Training and Support

Receive training, service, and support for your CRM needs with our friendly client success team.

Kipu CRM is super easy to use and customize. We can see where patients are coming from, how they are getting to us, where referrals are coming from, and if referrals are appropriate for us. We can manage all our campaigns and determine how effective they are. With KipuCRM we are able to know where to spend our time and direct our activity to the right place. You guys have thought of a lot.
Webster Bailey
Executive Director of Business Development and Marketing, Cornerstone of Recovery

Kipu Business Analytics

Analytics drive better decisions. With Kipu Business Analytics, you can determine how, when and where you can best reach new and current behavioral health patients.

Learn more about our CRM software solutions in action.

Lead Analysis Report

Quickly see which leads are assigned, the status of each prospect, and whether the number of opportunities accepted or declined

Referral Activity

At a glance, identify treatment opportunities by referral source, and review communication logs with referral sources.

Call Queue Progression

Set up with a call tracking provider, you can effectively measure the productivity of your team by analyzing benchmarks including number of verification-of-benefits initiated and converted to opportunities.