Ingest once, from anywhere
Normalize leads from email parsers, webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs, plus manual entry and CSV import.
HIPAA-compliantPHI never touches public trackersCRM + EHR sync
Every Inquiry Reaches the Right Office
AudienceManager ingests each lead once, routes it by rule, and dispatches it to your CRM of record the same morning. Then it activates privacy-safe hashed audiences for compliant advertising.
Every client gets a custom workflow and a dedicated cloud installation.
The toolkit
One platform from first inquiry to activated audience
Ingestion, routing, CRM dispatch, reporting and privacy-safe activation, all under role-based access and a tamper-proof audit trail.
Rule-based routing
Route by ZIP code, agency mapping and client-hub assignment so each inquiry lands in the office that can take it.
CRM/EHR synchronization
Keep lead status in sync with WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare and Salesforce, with queue retries and automated CRM jobs.
PHI governed by design
Role-based access, automated PHI field classification, application-layer encryption, API masking and tamper-proof audit trails keep sensitive data isolated.
Privacy-safe audience activation
Activate first-party or third-party data as hashed audiences on Google, Meta, TikTok, PubMatic and TopShelfAudience. Raw PHI never touches the public web.
Missed-opportunity recovery
Find stalled journeys in CRM/EHR data, such as abandoned carts, missed interviews and unscheduled surgeries, and re-engage them with dynamic campaign and creative matching.
Built-in lead-flow tools
Payload replay and inspection, a lead-flow simulator, hashed target URLs and website personalization to test and tune every step.
Reporting you can audit
Dashboards, CSV exports, audit-trail reporting and a Tableau connector. Every report view, export, API read and CRM dispatch is logged.
Why change
Lead handoffs should not put patient data at risk
Most healthcare organizations move inquiries through email threads, spreadsheets and copy-paste. The result is slow routing, mismatched reporting and PHI exposure.
The old way
- ×Patient notes pasted through email and forwarded lead threads
- ×A night-shift copy-paste routine just to hand leads to the right office
- ×Dashboard numbers that never match what the CRMs actually received
- ×Raw contact data exposed to public trackers and ad platforms
- ×Inquiries that stall with no follow-up: no consult, no estimate reply, no surgery scheduled
With AudienceManager
- ✓Leads are ingested once from email parsers, webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs
- ✓Rule-based routing by ZIP code, agency mapping and client-hub assignment puts every inquiry in the right office CRM the same morning
- ✓Lead status stays synchronized with your CRM/EHR, so dashboard numbers finally match what the CRMs received
- ✓Audiences are activated as hashed data on Google, Meta, TikTok, PubMatic and TopShelfAudience without exposing raw PHI
- ✓Missed opportunities in CRM/EHR data are identified and re-engaged automatically
The flow
From inbound inquiry to activated audience in four steps
Start fast and see the difference within weeks.
Ingest
Leads arrive from email parsers, webhooks, forms, call tracking and client APIs, and are normalized into one governed pipeline.
Route
Rules such as ZIP code, agency mapping and client-hub assignment send each lead to the correct office, with event-triggered actions and queue retries.
Dispatch and report
Leads are dispatched to the CRM of record with status sync, and every view, export and dispatch is captured in an audit trail.
Activate
First-party or third-party data audiences are hashed and activated across ad platforms, with no raw PHI exposed to public trackers.
Common questions
Common questions
How is patient data protected?+
PHI is governed through role-based access control, automated PHI field classification, application-layer encryption on lead PHI fields, API masking and tamper-proof audit trails. Public visitors cannot open reports or PHI screens, and names, emails, phones and care notes are masked unless a user holds the view-phi permission.
Which CRM and EHR systems do you support?+
AudienceManager synchronizes lead status with WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare and Salesforce, with outbound CRM per brand.
How does HIPAA-compliant advertising work?+
Audiences are activated as hashed data on platforms including Google, Meta, TikTok, PubMatic and TopShelfAudience. Hashed audiences and webhook tokens keep activation and ingest from leaking raw contact files, so no clinical information or patient identifiers touch public-facing trackers.
Is this a shared platform?+
No. Each client receives a custom workflow designed for their organization and a unique cloud-based installation used only for their account.
Take the next step
Put every inquiry in the right hands, safely
Book a call to see how a custom workflow and a dedicated installation would fit your organization.
Book a call→