01
CRM Builds
Behavioral-health-specific configuration from a certified Dazos administrator and beyond.
- Dazos (Certified Admin)
- Salesforce
- Kipu CRM
- Zoho & Opus
Behavioral Health CRM Consulting
Behavioral health CRM consulting built around admissions.
We configure and administer the CRM your treatment center runs on, so VOBs, viable VOBs, and admits are visible by campaign and by rep, and every dollar of marketing ties to revenue.
Certified Dazos Administrator
The Problem
Most treatment center CRMs just store data
A CRM that only stores contacts is a filing cabinet. A CRM built for behavioral health admissions is a machine: it scores leads, routes them, tracks VOB and admit status, and reports cost per admit by source.
We build that machine on the platform you use, or help you choose the right one.
What's Included
Behavioral health CRM consulting & administration, done right.
02
Automation & Scoring
Make the CRM work the leads, not just hold them.
- Lead scoring
- Follow-up automations
- Task & SLA rules
- Duplicate control
03
Attribution & Reporting
Connect marketing spend to admitted patients.
- Source attribution
- VOB & admit tracking
- Rep & campaign dashboards
- Offline conversions
Platform Truths
What we have learned building all five
Certified on Dazos, deep on Salesforce, Kipu, Zoho, and Opus, patterns from the builds:
- →Dazos: fastest to admissions value; VOB and census concepts are native; Dazos IQ answers cost-per-admit out of the box
- →Salesforce: highest ceiling, highest admin burden; brilliant for multi-entity orgs, wasteful below ~30 seats without dedicated admin
- →Kipu CRM: the one-vendor play for Kipu-EMR shops; accept lighter automation for the native chart handoff
- →Zoho: remarkable value per dollar if you invest in configuration; nothing behavioral-health-specific arrives pre-built
- →Opus: EMR-plus-CRM simplicity for smaller programs; expect ceilings as marketing volume grows
The constant across all five: the platform is a third of the outcome. Pipeline design, automation, source stamping, and the weekly reporting rhythm decide whether any CRM becomes an admissions machine or an expensive rolodex, which is why our engagements are workflow-first, platform-second.
Your CRM should produce admits.
We configure Dazos, Salesforce, Kipu, Zoho, and Opus around the admissions funnel, workflow, automation, and cost-per-admit reporting.
Book a CRM Consultation →FAQ
Questions, answered.
Which CRM is best for a behavioral health treatment center?
The best CRM is the one your team will actually use. We build and administer Dazos, Salesforce, Kipu CRM, Zoho, and Opus. The right choice depends on census size, billing workflow, and reporting needs, but every build should track VOBs, viable VOBs, and admits by campaign and rep.
What does a behavioral health CRM build include?
Pipeline and picklist architecture, lead scoring, follow-up automations, VOB and admit tracking, source attribution, and reporting dashboards, plus integrations with your ad platforms and call tracking.
Do you offer ongoing CRM administration?
Yes. Many centers keep us on for ongoing administration, reporting, and optimization so the CRM keeps improving instead of drifting.
Can you integrate the CRM with our ad platforms and RCM tools?
Yes. We push offline conversions back to Google and Meta and integrate RCM and VOB tools so eligibility and billing live inside the admissions workflow.
Let's build your admissions machine.
A straight-talk consultation on your marketing, your call handling, and exactly where admits are slipping away.
Direct with Jim. No sales team, no runaround.