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CRM & Call Tracking Setup

CRM & call tracking, built for admissions.

Setup, administration, and integration of the CRM and call tracking platforms your detox, rehab, addiction treatment, or behavioral health admissions team runs on — with pipelines, automations, and attribution wired in from the start.

Book a Consultation → Call (310) 595-0915

Platforms we set up, integrate & optimize

Salesforce CRM logo Dazos behavioral health CRM logo Kipu CRM logo Zoho CRM logo CallTrackingMetrics call tracking platform logo CallRail call tracking platform logo

What's Included

CRM & call tracking setup, done right.

01

CRM Setup & Administration

CRM builds specific to addiction treatment and behavioral health, from a certified Dazos administrator and beyond.

  • Dazos (Certified Administrator)
  • Salesforce, Kipu & Zoho
  • Pipeline & picklist architecture
  • Automations & lead scoring
02

Call Tracking Setup

Capture, route, and attribute every detox, rehab, and behavioral health admissions call.

  • CallTrackingMetrics (CTM Partner)
  • CallRail configuration
  • Dynamic number insertion
  • Call routing & QA
03

Integrations & Attribution

One connected system from first click to collected revenue.

  • Ad platform → CRM integrations
  • Bidirectional CRM syncs
  • RCM / VOB tool integrations
  • Cost-per-admit dashboards

FAQ

Answered.

Which CRM is best for a treatment center?
The best CRM is the one your admissions team actually uses. We build and administer Dazos (certified administrator), Salesforce, Kipu CRM, and Zoho. The right choice depends on census size, billing workflow, and reporting needs.
What does a CRM setup for admissions include?
Pipeline and picklist architecture, automations, lead scoring, VOB and admit tracking by campaign and rep, reporting dashboards, and integrations with your ad platforms and call tracking.
Do you set up CallTrackingMetrics and CallRail?
Yes. We're an official CTM Partner and configure both CallTrackingMetrics and CallRail — routing, dynamic number insertion, call QA, and full CRM integration.
Can you integrate our ad platforms and billing tools?
Yes. We wire Google Ads and Meta into your CRM, push offline conversions back for optimization, and integrate RCM and VOB tools so eligibility and billing live inside the admissions workflow.
Are you a certified Dazos administrator?
Yes. Jim Malcom is a certified Dazos administrator, building full Dazos CRM implementations and Dazos IQ reporting tailored to behavioral health admissions.

Related Solutions

Explore more.

Admissions Call Center →

The call center these platforms power.

Rehab Admissions Consulting →

Put the data to work on close rates.

Detox & Rehab Marketing →

Attribute every campaign to admits.

Let's build your admissions engine.

A straight-talk consultation on your marketing, your call handling, and exactly where admits are slipping away.

Book a Consultation → Call (310) 595-0915 Email

Direct with Jim. No sales team, no runaround.