A CRM manages
Contacts
- Lead created
- Contact updated
- Opportunity tracked
- Deal stage moved
Great for sales pipelines — but blind to records, consults, quotes, deposits, and care coordination.
Why ClearDx
A CRM manages contacts. ClearDx manages patient journeys.
Sales CRMs were built to close deals. Complex patient journeys — domestic or international — are intake, records, doctors, quotes, deposits, telehealth, and treatment, coordinated across teams. ClearDx brings all of it into one configurable workspace.
Contacts vs. patient journeys
Zoho, HubSpot, and Salesforce track a record. ClearDx runs the work.
Customers ask how we compare to a CRM all the time. The honest answer: a CRM stops where the real operational work begins. ClearDx picks up every stage a patient actually moves through.
ClearDx manages
The whole patient journey
- Inquiry
- Intake
- Records
- Consultation
- Quote
- Deposit
- Treatment
- Follow-up
Keep your CRM for marketing and deals if you like — ClearDx runs the operational journey it was never built for.
One workspace
Everything your team stitches together — in a single place.
Most teams run a CRM plus a payments tool, a video tool, a file drive, a chat app, and a pile of spreadsheets. ClearDx replaces the stack with one operational layer built for the work.
Patient case management
Every inquiry becomes a case — records, care team, quote, payments, and travel on one timeline.
Doctor & location onboarding
Onboard physicians and treatment locations into a searchable directory you actually control.
Quotes & treatment plans
Itemized, branded treatment quotes that stay attached to the case from draft to acceptance.
Payment collection
Collect deposits, consult fees, and balances — tied to the journey, not a disconnected tool.
Telehealth & coordination
Hosted video consults, tasks, handoffs, and SLAs — no extra apps for staff or patients.
Records & multi-channel intake
Secure documents plus WhatsApp, Instagram, and web inquiries flowing into one inbox.
The operational lifecycle
From inquiry to recovery — in one operational system.
Every stage of a complex patient journey — domestic or international — lives on the same record, with AI assistance, workflow automation, and operational actions wired together by default.
-
01
Capture
Inquiry
-
02
AI-assisted
AI intake
-
03
Workflow
Coordinator review
-
04
AI-assisted
Medical records
-
05
Live consult
Telehealth
-
06
Workflow
Quote
-
07
Payments
Deposit
-
08
Operations
Travel coordination
-
09
AI-assisted
Follow-up
01 — 03
Capture & triage
Every inquiry becomes a structured case.
Inbound from WhatsApp, Instagram, Messenger, web, and partner referrals lands as a normalized record. AI intake captures patient details, requests documents, and routes the case to the right coordinator.
- Channel-agnostic capture · one operational record
- AI-assisted intake with workflow handoffs
- Coordinator queues with SLAs, owners, and next actions
04 — 06
Clinical preparation
Records, consults, and quotes — orchestrated.
Medical records get summarized into doctor-ready briefs. Telehealth consults are scheduled on the case. Quotes assemble from priced lines and reach the patient without leaving the platform.
- AI case intelligence on uploaded records
- Hosted live video consults tied to the case
- Itemized quotes patients can accept and pay
07 — 09
Conversion & care
Deposits, travel, and follow-up stay tied to the journey.
Deposits and consult fees flow through embedded payments. Travel coordination, milestones, and recovery follow-ups run as scheduled, AI-assisted operations — so nothing falls between handoffs.
- Embedded payments · deposits, refunds, settlements
- Travel and milestone coordination on the case
- Automated follow-ups with optional autonomous execution
Each stage exposes AI assistance, workflow automation, and operational actions. Organizations decide which steps run with coordinator review — and which can run autonomously under workspace-level controls.
The CRM ceiling
Why healthcare organizations outgrow traditional CRMs.
Zoho, HubSpot, Salesforce, Pipedrive, Monday.com, and ClickUp are excellent platforms — just built for sales teams, not medical operations. Here's exactly where that gap opens up.
These are great tools — at what they're for.
CRMs like Zoho, HubSpot, Salesforce & Pipedrive are built to track deals and contacts. Work tools like Monday.com & ClickUp manage tasks and projects. Many teams still run on spreadsheets and WhatsApp. Each one handles a slice — none was designed for the patient journey itself.
ClearDx is the category they don't cover.
Purpose-built for complex patient journeys — domestic or international — every capability below ships in one workspace, not bolted on with a dozen add-ons and months of custom work.
| What it takes to convert & treat a patient | Zoho | HubSpot | Salesforce | Pipedrive | Monday.com | ClickUp | ClearDx |
|---|---|---|---|---|---|---|---|
| Patient case management (not just contacts) | Add-on | Add-on | Add-on | Add-on | Add-on | ||
| Patient intake & medical records collection | Add-on | ||||||
| Doctor review & treatment quotes | Add-on | Add-on | Add-on | ||||
| Deposit & payment collection built-in | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| Telehealth & consultation coordination | Add-on | ||||||
| WhatsApp / IG / Messenger patient intake | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| International & cross-border patient workflows | Add-on | Add-on | |||||
| Patient-facing portal & journey updates | Add-on | Add-on | |||||
| Conversion funnel visibility by stage & channel | Add-on | Add-on | Add-on | Add-on | Add-on | Add-on | |
| HIPAA-conscious, healthcare-grade | Add-on | Add-on | Add-on |
Built-in
Add-on Add-ons / custom build
Not designed for it
Comparison reflects core, out-of-the-box capabilities. These platforms can be extended with paid add-ons, marketplace apps, and developer time. All trademarks belong to their respective owners.
"But we already use Zoho / HubSpot / a CRM."
You can keep it. Most teams do. ClearDx isn't a CRM you rip out — it's the patient operations layer your CRM was never meant to be. Your CRM keeps marketing and deal tracking; ClearDx runs the clinical journey — the part where patients are actually won, lost, and paid for.
Configurable by design
ClearDx molds to your workflow — not the other way around.
Every organization runs complex patient care differently. In a guided onboarding, you design your own pipeline and tune how the AI agents behave — then reconfigure anytime as your process evolves.
Your pipeline, your stages
Design the workflow visually
1
New inquiry
Intake
2
Records review
Records
3
Insurance check
Custom
4
Treatment quote
Quote
5
Deposit & travel
Deposit
Add stage
- Rename, reorder, add, or remove stages — no code.
- Each stage maps to a role, so payments, records, and AI keep working.
- Migrate active cases safely when you change the workflow.
Your voice, your rules
Tune the AI agents to your team
Intake assistant
Greets new inquiries · drafts case briefs
Tone
Warm & concierge
Language
Patient's own
Persona & policy notes
"Always confirm passport validity before quoting travel. Never promise clinical outcomes."
Safety, identity & privacy guardrails always on — can't be overridden.
- Set each agent's persona, tone, and policy in plain language.
- Turn agents on or off and choose how autonomous they are.
- Guardrails and your branding are locked in — every time.
New team? A guided onboarding sets up your workflow and agents in minutes. Already running? Reconfigure anytime from your pipeline.
Start your free trialOperational maturity
Patient operations just changed categories.
Organizations that still run complex patient journeys on WhatsApp, spreadsheets, and stitched-together tools aren't just inefficient — they're competing against operators on a single operational system, with AI assistance and optional autonomy already wired in.
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Coordination is now an operational layer, not a chat thread. Inquiries, intake, follow-ups, and handoffs share one record by default.
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Patients expect digital onboarding and transparency. Email attachments and DM screenshots no longer meet the bar.
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Doctors expect prepared briefs and clean handoffs. Nobody wants another 40-page PDF arriving five minutes before a consult.
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Owners need real-time operational visibility. Pipeline, revenue, and workload by site — without flying blind across tools.
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Autonomy is becoming a capability layer. Routine, repeatable work is moving to AI-assisted execution under workspace controls.
Ready when you are
See ClearDx run on your workflow.
Bring how your team works today — we'll map inquiries, coordination, telehealth, and payments into one configurable workspace, with AI agents tuned to your process.
No credit card required to start your 15-day free trial.