Behavioral Health CRM
Reimagine Engagement
AxiomEHR’s CRM software solutions simplify follow-up, strengthen engagement, and streamline clinical operations—so no nothing slips through the cracks.
Turn Missed Opportunities Into Meaningful Connections
Behavioral health providers face unique challenges that can lead to missed follow-up opportunities. Axiom’s CRM software solutions close those gaps with tools tailored to the complexities of your work.
Challenge #1
How AxiomEHR CRM Helps
Automate routine follow-up tasks, such as appointment reminders and status updates. This reduces the burden on your team and ensures critical actions are never missed.
Challenge #2
How AxiomEHR CRM Helps
Centralize all interactions into one accessible platform. AxiomEHR CRM ensures that patient outreach, referral tracking, and intake processes are connected and consistent.
Challenge #3
How AxiomEHR CRM Helps
Replace manual workflows with a seamless digital process. AxiomEHR CRM organizes lead management, follow-up, and engagement, improving efficiency across your organization.
Challenge #4
How AxiomEHR CRM Helps
Use AxiomEHR CRM to create tailored outreach based on patient preferences. Deliver personalized follow-ups that build trust and guide potential patients into care.
Support Where it Counts
AxiomEHR’s behavioral health CRM goes beyond generic systems to meet the real needs of integrated care delivery. It helps your team manage inquiries, follow-ups, and care coordination with clarity and precision.
Integrated for Effortless Care
Unlike others, AxiomEHR CRM is fully embedded, removing the need for separate tools like Salesforce or HubSpot. Simplify workflows and focus on care with everything in one platform.
A Holistic Approach to Engagement
Built into the AxiomEHR platform, the CRM bridges the gap between patient inquiries and care delivery by integrating communication, scheduling, and follow-up into one seamless platform.
Scalable for Growing Needs
Whether you’re managing a single clinic or a large organization, AxiomEHR CRM scales with you, providing tools to handle increased patient volumes and expanded services effortlessly.
Comprehensive Features for Behavioral Health CRM
AxiomEHR’s CRM includes a full suite of tools to simplify follow-up, personalize communication, and ease your workflows. Its integrated features support every step of the care journey—from first outreach to ongoing coordination.
Lead Management Made Simple
- Capture leads from opt-in web forms for easy follow-up
- Import Excel lists directly into the CRM
- Store non-PHI demographic details securely
- Tag leads for organized segmentation and tracking
Advanced Reporting and Integration
- Analyze leads by status, source, and date
- Monitor conversion rates and churn timelines
- Export reports to Excel for detailed insights
- Convert leads to patients with AxiomEHR integration
Scheduling and Coordination
- Schedule in-person or virtual appointments
- Sync calendars for seamless team coordination
- Automate reminders to reduce missed visits
Precise Tracking and Engagement
- Assign statuses to monitor lead progress
- Schedule follow-ups and appointments with ease
- Track notes and communication history
- Automate or send personalized emails to leads
Tackle Follow-Up Failure With the Right Tools
Behavioral health teams need more from their CRM software solutions. See how purpose-built tools can fix broken follow-up processes, reduce risk, and reconnect people with care.
See the Difference AxiomCRM Can Make
Don’t let follow-up gaps hold your team back. Schedule a personalized demo today to see how Axiom’s behavioral health CRM supports better care coordination, meaningful engagement, and measurable outcomes for your practice.