Route by ZIP code, agency mapping and client-hub assignment so each lead reaches the office that can act on it.
HIPAA-compliantSame-morning routingHashed audience activation
Every inquiry lands in the right CRM
AudienceManager ingests each lead once, routes it by your rules, and dispatches it to the office that can take it. Then it activates privacy-safe audiences for advertising without exposing raw PHI.
One call is enough to see your current lead flow mapped end to end.
The case for change
The copy-paste handoff era is over
Most healthcare offices still move patient inquiries by email thread and night-shift copy-paste. It is slow, error-prone, and it puts protected health information where it should never be.
The old way
- ×Patient notes pasted through email and lead threads forwarded by hand
- ×A night-shift copy-paste routine that breaks when someone is out
- ×Dashboard numbers that never match what the CRMs actually received
- ×Inquiries routed to the wrong office or answered days later
- ×Follow-up chances missed: no consult, no estimate reply, no surgery scheduled
With AudienceManager
- ✓Leads are ingested once from email parsers, webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs
- ✓Rules like ZIP code, agency mapping and client-hub assignment route every lead automatically
- ✓Dashboard numbers finally match what the CRMs received
- ✓Every inbound inquiry reaches the right office CRM the same morning
- ✓Missed opportunities in CRM/EHR data are identified and re-engaged as hashed audiences
What it does
Simple to adopt, strict where it counts
Your team gets a workflow designed around your organization, with the guardrails already built in.
Rule-based routing
Route by ZIP code, agency mapping and client-hub assignment so each lead reaches the office that can act on it.
CRM and EHR sync
Synchronize lead status with WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare and Salesforce, with queue retries and automated CRM jobs.
PHI protection by design
Role-based access, automated PHI field classification, application-layer encryption, API masking and tamper-proof audit trails keep sensitive data governed.
Hashed audience activation
Turn first party or third party data into privacy-safe hashed audiences on Google, Meta, TikTok, PubMatic and TopShelfAudience.
Missed opportunity recovery
Find abandoned carts, missed interviews, unanswered estimates and unscheduled surgeries in your CRM data, then re-engage them automatically.
Reporting you can defend
Dashboards, CSV exports, audit-trail reporting and a Tableau connector, with every report view, export, API read and CRM dispatch logged.
Tools that speed adoption
Manual lead entry, CSV import, payload replay and inspection, and a lead-flow simulator so your team can verify setup before going live.
Built-in staff workspace
Ticket management, internal chat and presence tracking keep your operators coordinated inside the platform, not over email.
How it works
Four steps, one morning
Start fast and see the difference within weeks.
Ingest once
Leads arrive from email parsers, webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs, and are normalized into a single stream.
Route by rule
ZIP code, agency mapping and client-hub assignment decide which office gets each lead. No manual forwarding, no guesswork.
Dispatch with an audit trail
Leads go to the CRM of record with automated retries, and every dispatch is logged without storing extra PHI in the log.
Activate privacy-safe audiences
Hashed audiences and hashed target URLs run on Google, Meta, TikTok, PubMatic and TopShelfAudience, with dynamic campaign and creative matching.
15+CRM, EHR, form and ad platform integrations
1Dedicated cloud installation per client account
0Raw PHI sent to ad networks or public trackers
Choose a plan
Built around your workflow
Every client gets a custom workflow designed for their organization, running on a unique cloud installation used only for their account.
Custom
Custom
A dedicated cloud installation and a lead workflow designed for how your organization actually operates.
- ✓ Unique cloud-based installation for your account only
- ✓ Custom workflow designed for your organization
- ✓ Rule-based routing to your CRMs and EHRs
- ✓ Hashed audience activation across ad platforms
- ✓ Role-based access, PHI masking and audit trails
Common questions
Questions healthcare teams ask first
How do you keep patient information HIPAA-compliant?+
PHI fields use application-layer encryption when written, names, emails, phones and care notes are masked unless a user has explicit view-phi permission, and public visitors cannot open reports or PHI screens. Every report view, export, API read and CRM dispatch is logged in a tamper-proof audit trail.
Does raw patient data ever reach ad platforms?+
No. Audiences are activated as hashed data on platforms like Google, Meta, TikTok, PubMatic and TopShelfAudience. No clinical information or patient identifiers touch public-facing trackers.
Which CRMs and EHRs do you connect to?+
Lead status synchronizes with WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare and Salesforce, with automated event-triggered actions, queue retries and CRM jobs.
How are leads routed to the right office?+
You define the rules, such as ZIP code, agency mapping and client-hub assignment. Every inbound lead is then routed and dispatched automatically, so inquiries reach the right office CRM the same morning.
How long does setup take?+
Each client receives a custom workflow designed for their organization on a unique cloud installation used only for their account. Book a call and the team will map your current lead flow end to end.
Can we test routing before going live?+
Yes. A lead-flow simulator, payload replay and inspection, manual lead entry and CSV import let your team verify the setup before it handles real inquiries.
Ready when you are
See your lead flow, mapped in one call
Bring your current intake process. The team will show how every inquiry gets routed, dispatched and activated without exposing PHI.
Book a call→