AI Patient Engagement
The AI Engine responds instantly to every inquiry — web form, phone call, text, DM, email — so no patient ever goes unanswered, even at 2 AM.
Emotionally Intelligent AI Conversations
Not a chatbot that sounds like a robot. Trained on your specialty, your clinic's voice, and the emotional nuances of healthcare. The AI answers questions, qualifies leads, books consults, and follows up for days or weeks — automatically.
Instant Lead Response
Every new inquiry gets a response in under 60 seconds. The AI engages, qualifies, and routes — so your team only handles patients who are ready.
Automated Follow-Up
Leads get nurtured via text and email for up to 21 days. No one falls through the cracks, and your staff doesn't have to remember a thing.
Staff Handoff with Context
When it's time for a human, your team steps into the conversation with full history — no awkward 'can you repeat that?' moments.
Omnichannel Inbox
Every conversation — AI and human — in one unified inbox. No more switching between tabs, missing messages, or losing context.
Mobile App
Reply to patients, check pipeline status, and see bookings from your phone. Full CRM functionality on iOS and Android.
Missed Call Text-Back
Every missed call triggers an automatic text so you never lose a lead to voicemail.
CRM & Pipeline
See exactly where every patient is — from first inquiry to procedure booked — with visual pipelines built for clinical workflows.
Visual Pipeline Stages
Drag-and-drop pipeline boards customized to your workflow. Track leads from New Inquiry → Consult Scheduled → Treatment Started → Procedure Complete.
Contact Management
Full patient profiles with conversation history, tags, custom fields, source tracking, and notes — all searchable and filterable.
Smart Tags & Segments
Auto-tag contacts by source, procedure interest, stage, and behavior. Build dynamic segments for targeted outreach.
Digital Forms & Intake
Custom intake forms, consent documents, and surveys that feed directly into the CRM. No manual data entry.
Scheduling & Calendars
Appointment booking with availability rules, buffer times, round-robin assignment, and automated confirmations and reminders.
Invoicing & Payments
Send invoices, collect deposits, and process payments — all inside the platform. Text-to-pay and payment links included.
Marketing Automation
From email drip campaigns to social media automation — run sophisticated marketing without a dedicated team.
Email Campaigns
Drag-and-drop email builder with templates, scheduling, A/B testing, and detailed open/click tracking. Drip sequences for long-term nurture.
SMS & MMS Campaigns
Broadcast texts, automated drip sequences, and personalized one-off messages. Images, links, and compliance opt-in/out built in.
Workflow Automations
Visual workflow builder — trigger actions on form submissions, pipeline changes, tags, dates, or custom events. 'If this, then that' for your entire clinic.
Social Media Automation
Instagram and Facebook comment-to-DM automation, auto-replies on 'drop XYZ below' style posts, and social scheduling across platforms.
Recall & Reactivation
Automated campaigns to bring back dormant patients. Wellness memberships, annual check-ups, and follow-on treatment reminders.
Retargeting Campaigns
Re-engage website visitors and past inquiries with targeted ad and email/SMS sequences tied to their behavior and interests.
Landing Pages & Funnels
Build high-converting landing pages, opt-in funnels, and microsites — no developer needed. Templates designed for healthcare conversions.
AI-Powered Outreach
Proactively reach new patients and referral partners with AI-generated, personalized email and SMS outreach at scale.
Prospect Enrichment
AI researches every prospect — pulling clinic details, specialties, and context — so every outreach message is relevant and personal.
AI-Written Sequences
Multi-step email and SMS sequences generated by AI, tailored to each recipient. Not templates — genuinely personalized messaging.
Campaign Analytics
Track opens, replies, and conversions per sequence. See which messages resonate and let the system optimize over time.
Reputation & SEO
More five-star reviews, better search rankings, and a stronger online presence — all managed from one dashboard.
Review Generation
Automated review requests via text and email after appointments. Direct links to Google, Yelp, and Healthgrades make it effortless for patients.
Google Business Optimization
Drive your Google Business Profile to the top of local search with review velocity, post scheduling, and listing accuracy tools.
SEO & Website Analytics
Track keyword rankings, website traffic, and lead sources. Semrush and Google Analytics-level data — built right into your CRM.
Ad Management & Attribution
Run Google and Meta ads, track every dollar, and see which campaigns are actually filling your schedule.
Google & Meta Ads
Launch and manage paid campaigns on Google and Facebook/Instagram directly from the platform. Budget control and bid management included.
Full-Funnel Attribution
Know exactly which ad, keyword, or campaign generated each consult and procedure. Real ROI — not vanity metrics.
Reporting & Dashboards
Real-time visibility into every metric that matters — leads, conversions, revenue, team performance, and patient lifecycle.
Lead Source Tracking
See where every lead came from and which sources convert best.
Revenue Reporting
Track revenue by service, provider, source, and time period.
Team Performance
Response times, conversion rates, and workload per staff member.
Funnel Analytics
See exactly where patients drop off and optimize each stage.
Medical Records Retrieval
Pull patient medical records from any provider in the country — digitally, securely, and without the fax machine runaround.
ChartAI
Request and receive medical records electronically. E-signature consent, automated retrieval, and secure PDF delivery — all inside the platform.
Digital Consent & Compliance
HIPAA-compliant e-signature consent flow. Patients authorize record retrieval from their phone in under a minute.
Multi-Location & Enterprise
Whether you have 2 locations or 26, GrowthOS scales with you — unified reporting, location-level control, and enterprise-grade architecture.
Multi-Tenant Architecture
Unlimited sub-accounts for satellite offices, multi-specialty practices, and franchise networks — each with independent data and settings.
Roll-Up Reporting
Aggregate dashboards across all locations, or drill into individual clinic performance. Corporate-level visibility with local autonomy.
API & Integrations
Full API access for connecting to EMRs, billing systems, and existing tools. Runs alongside HubSpot, Salesforce, or Tebra during migration.
HIPAA Compliant by Default
Every feature — from the AI conversations to the CRM to the payment processing — is built on a HIPAA-compliant foundation. PHI is encrypted at rest and in transit. BAAs included. Your patients' data is safe, and your clinic stays compliant.
Already Using Something Else?
Stuck in HubSpot, Salesforce, or Tebra? We migrate your data and workflows at your pace — no downtime, no disruption.
HubSpot Migration
Contacts, deals, workflows, and email templates — we move everything over and map it to GrowthOS pipelines.
Salesforce Migration
Full CRM data migration with field mapping, custom object support, and parallel-run capability during transition.
Tebra & Others
We work with your existing stack — EMRs, billing platforms, phone systems — to ensure a smooth, complete transition.