The Platform
No patient falls through the cracks, even when your clinic gets busy.
GrowthOS automates everything that happens to a patient outside the lab: answering, qualifying and booking in seconds, following up at every stage, and handling consents, payment links and reviews. More patients and more revenue, in less of your team’s time.
GrowthOS automates the manual work that falls through the cracks.
One platform covers every step a patient takes with your clinic. Your team sets the rules and steps in whenever they want.
They reach out
AI trained on your clinic answers every text, call, WhatsApp, chat and form in seconds, in your voice, 24/7.
They get qualified
It asks your screening questions, scores fit and books qualified patients on your real calendar.
They don't fall off
Follow-up runs at every pipeline stage, so a stalled patient gets a nudge before they go cold.
They get ready
Consents, education videos, records requests and payment links go out and get tracked to done.
They stay on track
Cycle Coordinator books cycle-timed tests in the right window and checks in until they're done.
They come back and refer
Review requests, storage check-ins for eggs and embryos, and past-patient updates go out on schedule.
And it all connects to your EHR and practice systems, so nothing is typed twice.
See all eight stages on the GrowthOS MapPlus everything you need to bring patients in.
The same platform runs the growth side, so leads and patients live in one place.
Campaign builder
Launch a full campaign (landing page, ad copy, follow-up) in one afternoon.
Ads in your own accounts
Run Google and Meta ads and see spend against booked consults, not clicks.
Referral Partners
Track referring physicians, log liaison visits and thank the doctors who send you patients.
Reviews
Pull in Google reviews, draft replies and ask for new ones at the right moment.
Staff training
Train your team on your own SOPs inside the platform.
Reporting
See where every patient is, how long each stage takes, and where they drop.
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. GrowthOS automates the routine steps, answering inquiries, sending follow-up reminders and requesting reviews, so records fill themselves.
Stack Up
GrowthOS vs HubSpot vs GoHighLevel
The basics are a tie. The healthcare depth and the built-in automation 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 | |||
| Clinical AI guardrails by specialty | |||
| Built-in AI for inquiries, follow-up and ad account management | |||
| Pre-built for your specialty | Weeks of setup | Weeks of setup | |
| Contacts, pipelines, scoring, reporting |
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, or Tebra? Import tools move contacts, deals, workflows and email templates at your pace, with field mapping and a parallel run while your team keeps working.
Integration Mode
Keep your CRM, add the AI
GrowthOS sits on top of your existing CRM via API. Pick the AI capabilities you need, from front desk to follow-up and ad management, and leave your records and reporting where they live today.
Full Platform
Replace the patchwork entirely
GrowthOS becomes your one platform, with contacts, pipelines, inbox, automations, ads, and reporting in one place, operated by your team, with AI automation.
Works with what you run today
CRM
- Salesforce
- HubSpot
- GoHighLevel
- Zoho
- Keap
EHR AND PRACTICE SYSTEMS
- ModMed
- Bloomic
- Artisan
- VRepro
- SIGHA
- MedITEX
- Veracity
- Tebra
- IMS
- nAble
- OptiMantra
- Solux
Don't see yours? We build the interface to any EHR.
Replace your CRM, migrate at your own pace, or run GrowthOS alongside it. The AI works inside Salesforce, HubSpot and GoHighLevel conversations either way.
Everything in GrowthOS
AI Patient Engagement
The AI assistant replies instantly to web forms, chats, texts and inbound calls patients send your clinic. 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 tone and wording, 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 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 follow-up.
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.
Payment links
Send invoices, collect deposits, and process payments. All inside the platform. Text-to-pay and payment links included.
Follow-up Automation
Automate follow-up with patients who contacted your clinic, run by your own staff.
Patient Email
Drag-and-drop email builder with templates, scheduling, A/B testing, and open/click tracking, sent to opted-in patients with unsubscribe enforced.
Patient Messaging
Appointment reminders and follow-up to patients who opted in, with opt-in and opt-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 Inbox
Reply to Instagram and Facebook messages patients send your clinic, from one inbox.
Recall Reminders
Notify your existing patients when a follow-up visit is due.
Inquiry Follow-up
Follow up with people who inquired at your clinic and consented to contact.
AI-Drafted Follow-up
Follow-up messages drafted by AI for your team to review, sent only to people who contacted your clinic.
Landing Pages & Funnels
Build high-converting landing pages, opt-in funnels, and microsites. No developer needed. Templates designed for healthcare conversions.
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
Review velocity, post scheduling, and listing accuracy tools for your Google Business Profile.
SEO & Website Analytics
Track keyword rankings, website traffic, and lead sources, built right into your CRM.
Ad Management & Attribution
Connect your clinic's own Google and Meta ad accounts, track every dollar, and see which campaigns are actually filling your schedule.
Google & Meta Ads
Connect your clinic's own Google and Meta ad accounts and manage them from one dashboard. Budget and bid changes stay under your team's control.
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 previous providers. 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.