The Boxes You Came To Check
Everything you’d verify on a CRM switcher checklist.
The fundamentals are all here. No surprises mid-migration, no “that’s on our roadmap.”
Contacts & data
Unified contact records, custom fields, segmentation, and tags.
Pipelines
Visual pipelines, custom stages, drag-and-drop, multiple pipelines.
Lead scoring
Behavioral and automated lead scoring out of the box.
Unified inbox
Web chat, SMS, WhatsApp, email, Facebook and Instagram DMs in one place.
Automations
Sequences, triggers, and a full workflow builder.
Booking
Calendar sync, appointment types, and booking on your real calendar.
Forms & landing pages
Lead capture forms and conversion landing pages.
Email & SMS
Sending, sequences, templates, and approvals.
Reporting & analytics
Pipeline and funnel reporting, performance dashboards.
Mobile + desktop apps
Same inbox and pipelines, wherever your team works.
API / webhooks
Integrate with anything in your stack.
System Of Action
But a CRM is a filing cabinet you fill by hand.
Every CRM gives you the boxes. Then it hands you the work — someone still has to run the ads, answer the inquiry, send the seventh follow-up, ask for the review, and keep the records clean. GrowthOS is the only one where the records fill themselves, because an AI team is already doing the work that creates them.
Stack Up
GrowthOS vs HubSpot vs GoHighLevel
The basics are a tie. The healthcare depth and the work-done-for-you aren’t.
| Capability | GrowthOS | HubSpot | GoHighLevel |
|---|---|---|---|
| Built specifically for healthcare clinics | |||
| HIPAA-grade PHI handling + BAA | Limited / add-on | Workarounds | |
| A2P 10DLC + clinical consent built in | Manual | Manual | |
| EHR / EMR integration (ModMed, etc.) | |||
| Clinical AI guardrails by specialty | |||
| AI actually runs ads / outreach / follow-up for you | |||
| Pre-built for your specialty (live in ~24h) | Weeks + agency | Weeks + agency | |
| Contacts, pipelines, scoring, reporting | |||
| Replaces your marketing agency |
Cells reflect typical out-of-the-box capability for a healthcare clinic; some HubSpot and GoHighLevel items can be approximated with paid add-ons, custom builds, or third-party tools.
Migration
Switch on your schedule.
Three ways to roll out, depending on what you’re running today.
Transition Mode
Switch on your schedule
Already on HubSpot, Salesforce, GoHighLevel, or Tebra? We migrate you at your pace while GrowthOS does the heavy lifting — your team keeps working in familiar tools as the AI runs underneath.
Integration Mode
Keep your CRM, add the team
GrowthOS sits on top of your existing CRM via API. Pick the AI capabilities you need — front desk, nurture, ads, outreach — and leave your records and reporting where they live today.
Full Platform
Replace the patchwork entirely
GrowthOS becomes your complete patient growth infrastructure — contacts, pipelines, inbox, automations, ads, and reporting in one place, run by the AI team.
Migrating from or integrating with: