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AI-Powered CRM

HIPAA Compliant for Medical, Dental & Healthcare

Automate your marketing and stay connected with customers using intelligent customer relationship management - included with your merchant account.

Stop losing customers to the competition. Our AI-powered, HIPAA-compliant CRM helps you follow up automatically, send personalized messages, and keep customers coming back.

AI-powered CRM for businesses

AI Automation

Smart automation that knows when to follow up, what to say, and how to keep customers engaged.

HIPAA Compliant

Secure messaging for medical, dental, and healthcare practices. Protect patient privacy automatically.

Smart Targeting

Send the right message to the right customer at the right time based on their behavior.

CRM Features

HIPAA-compliant messaging for healthcare businesses
AI-powered automated follow-ups
Email marketing campaigns
SMS text message marketing
Customer segmentation and targeting
Drip campaigns and sequences
Birthday and anniversary reminders
Review request automation
Appointment reminders
Patient recall campaigns (dental & medical)
Win-back campaigns for lost customers
Contact management and organization
Campaign performance tracking
Integration with your payment processing
Mobile app for on-the-go management
Training and support from Karlee

How Businesses Use Our CRM

Dental Offices

HIPAA-compliant patient recall reminders, appointment confirmations, and cleaning reminders. Automated follow-ups for treatment plans.

Medical Practices

Secure patient communications, appointment reminders, prescription refill notifications, and wellness check-ins.

Auto Shops & Tire Stores

Service reminders, seasonal promotions, oil change notifications, and customer loyalty campaigns.

Daycares & Service Businesses

Parent communications, enrollment reminders, event notifications, and automated billing reminders.

Included with Your Merchant Account

Start Automating Your Marketing Today

Stop losing customers to competitors who follow up better. Our AI-powered CRM is included with your merchant services account.

The Daddy-Daughter Duo will help you set it up and show you how to use it effectively.