ZynReach Healthcare CRM manages healthcare referral partners, patient acquisition campaigns, and intake follow-up in a CRM pipeline. Its workflow follows a referral from receipt through lead qualification and intake scheduling, then supports automated follow-up sequences. Teams can track referral sources and conversions alongside patient acquisition activity. The product is scoped to contact, referral, CRM, and marketing data; it does not handle clinical or PHI records, and HIPAA support is listed as unavailable. Beyond the healthcare workflow, CRM tools include unified customer profiles, opportunity pipelines, automated activity capture, pipeline intelligence, and revenue forecasting. AI features include relationship summaries, suggested next actions, deal scoring, risk detection, follow-up generation, and next-step prediction. Listed integrations include Google Workspace, Microsoft 365, Stripe, QuickBooks, Zendesk, Intercom, Looker, Google Analytics, Slack, Microsoft Teams, REST API, and webhooks. The platform is available through web and API. Starter costs 29.00 USD per month, billed at $29 per user per month; Growth costs 79.00 USD per month, billed at $79 per user per month. Both include a free trial with no credit card required; Enterprise starts with a guided demo.
Who it is for
ZynReach Healthcare CRM suits teams tracking healthcare referrals, patient acquisition, and intake follow-up using CRM and marketing data. It is not for teams seeking a system to manage clinical or PHI records.
What is good
- Tracks referrals through qualification and intake scheduling.
- Automates intake follow-up sequences.
- Reports on referral sources and conversions.
- Offers integrations including Google Workspace and Microsoft 365.
- Starter and Growth trials require no credit card.
What to know first
- Does not handle clinical or PHI records.
- HIPAA support is listed as unavailable.
- Starter costs 29.00 USD per month per user.
- Enterprise pricing is a custom quote.
Verdict
ZynReach Healthcare CRM focuses on referral and patient-acquisition workflows, with reporting, automation, and CRM tools. Its stated scope excludes clinical and PHI records, so it is not a fit for that data-management need.
ZynReach Healthcare CRM plans and pricing
All plansCompared on healthcare CRM software
- Free plan
- No
- Referral management
- Yes
- Patient relationships
- Yes
- Provider relationships
- Yes
- HIPAA support
- No
- Workflow automation
- Yes
