Patient CRM & Growth
Turn every patient enquiry into a next step.
IASORA captures every enquiry, ranks who to follow up first and automates the outreach. When they convert, they are already on the patient record.
All on the same patient record. Referral routing, risk stratification, population health, care plans and remote monitoring come with enterprise plans.
Free plan · no credit card · see the whole platform
The intake gap
Stop losing patients between inbox and schedule.
Enquiries arrive by web form, phone, SMS, email and referral. Spread across inboxes and spreadsheets, they stall, and patients book elsewhere.
Channels
Capture from every source. Reply on the one they used.
Every enquiry lands in one queue. Your team replies from it.
Capture from every source
Meta lead ads, your website, QR codes, landing pages, an embedded widget or a spreadsheet you already have. On a supported phone line, calls become leads too. Every lead records its source.
Reply on WhatsApp, SMS, email, or a call
One queue sends on all four, and replies return to the same thread. Bring your own WhatsApp number and Google Workspace or Microsoft 365 mailbox.
Consent enforced at the point of send
An opt-out on any channel stops every channel, with no expiry, and is checked before every automated send. When a lead becomes a patient, their consent moves with them.
Where the leads come from
Your existing patients are your best leads.
Pick a patient list and a campaign, and its patients join the pipeline. Enterprise plans add hourly-refreshed rising-risk and high-risk lists, and lists built on a care gap, medication, condition, procedure or utilisation.
Lead scoring
Every score shows its working.
Each lead scores out of 100, with every factor and its points listed. A response clock shows whether it is on track, at risk or overdue against the window you set.
What it reads from the enquiry
Source (a referral counts for more than a purchased list), recency, pipeline stage, and whether they are already your patient.
What it reads from the record
For existing patients: active conditions, coverage and billing history, each shown only as a band. No diagnosis reaches a sales screen.
What it deliberately ignores
The clinical risk tier, which depends on when scoring last ran. It selects the cohort; it does not order the queue.
AI
AI proposes. Your team approves.
The campaign designer is on every plan; enterprise plans add an engagement agent that works the queue. Neither can message a patient on its own.
Campaign designer
Describe a campaign in a sentence. Get a landing page, message sequence and nurture cadence back as drafts. Copy claiming a cure or a guarantee is rejected before you see it.
Engagement agent
Every fifteen minutes it reads the queue, decides who to contact, leave or hand to a person, and drafts the message. It cannot see the patient record, care gaps or risk score.
Approvals
Proposals collect on the Leads tab. Edit, then approve and send, or reject. If consent blocks a send, it says "approved, but not sent".
See it work
Keep every enquiry moving.
Prioritise the queue, reply from anywhere, keep the whole relationship in view.
The same queue, in a pocket.
Front-office staff are not at a desk. On a phone they see their own leads, what is overdue or at risk, and call or message without a laptop.
A CRM for patient acquisition and engagement.
No separate marketing database to reconcile. A converted patient and their visit become FHIR records, the same ones your EMR, analytics and reporting already read. No duplicates to merge.
Applications
Built for high-volume intake.
New patient enquiries
Capture, score and guide web and phone enquiries through to booking.
Referral enquiries
Rank referrals from doctors above colder leads, and follow up until they book.
Patient reactivation and recalls
Turn a patient list or lapsed enquiry into a campaign that reaches only people who consented.
Walk-ins and health camps
Take details at the front desk or a camp stand with a QR code, and follow up by text the same day.
Get started
Put your next enquiry to work.
Import past enquiries and see who to call first, who has gone cold and where the pipeline leaks.