Brand Lift 360
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Healthcare CRM & practice software

CRM and AI Follow-Upfor Medical Practices

Bring calls, messages and website inquiries into a workflow your staff can follow. We configure inquiry routing, reminders and supported scheduling connections around your existing systems.

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KloudMD, configured and managed by Brand Lift 360.
Features and integrations follow your selected plan.

Appointment Request · Podiatry Practice
Podiatry practice appointment request screen, showing four office choices and the care team.
A Clear First Step for Patients
Appointment-request example with office selection and practice contact information.
One connected view of the conversation, the action and the outcome.
Voice & messagesSchedulingFollow-up

Put the conversation in context

See Who Needs a Response

Separate inboxes make it easy to lose track of a request. A healthcare CRM gives your staff a place to see the conversation, its owner and the next action.

We connect the tools in your plan, assign response responsibilities and test follow-up with your team.

Explore the software
01

See the inquiry

Organize available calls, texts, forms and chat in a connected workflow.

02

Know the next action

Set ownership, status and follow-up rules around your practice.

03

Review the outcome

Connect available source and appointment data while keeping unknown sources visible.

Your team retains clinical decisions. Automated tools support administrative workflows, with appropriate handoff to a person.

Connected practice software

Tools for Your Front Office.
One Connected Workflow.

Explore the tools your team needs for calls, messages, appointments and follow-up. We confirm features and integrations with your practice before setup.

Voice AI

AI voice can support routine administrative calls, overflow and after-hours inquiries. We configure the practice knowledge, permitted actions and staff handoff around the way your office works.

Explore Voice AI

AI Chat

Help website visitors get routine practice information and reach the right team through a configured AI chat experience. We connect the conversation with the follow-up workflow in your plan.

Explore AI Chat

AI Tools & Automation

Use administrative AI assistance and configured automation to keep inquiries, tasks and follow-up organized. Brand Lift 360 helps define the workflow, permissions and points where a person reviews the result.

Explore AI Tools & Automation

EMR Integrations

Bring your EHR or scheduling system into the conversation before choosing an automation. We verify the exact platform, access and required functions so the connection supports the work your practice needs.

Explore EMR Integrations

Practice Phone

Coordinate practice calling with the conversation and follow-up tools your staff use. We configure routing, access and the supported call workflow around the people responsible for answering.

Explore Practice Phone

Two-Way Texting

Give your staff a coordinated way to send and receive permitted practice messages. We configure ownership, templates and follow-up so replies reach the team responsible for the next step.

Explore Two-Way Texting

Call Intelligence

Use available call summaries, categories and review tools to understand the conversations reaching your practice. We help your team turn observations into practical follow-up and coaching priorities.

Explore Call Intelligence

Team Chat

Keep internal conversations organized around the people doing the work. Team chat can bring direct and group communication into the practice software your staff use throughout the day.

Explore Team Chat

Scheduling

Connect appointment requests and supported booking functions with your practice’s provider, location and visit rules. We configure the pathway around your actual scheduling process.

Explore Scheduling

Reminders & Recall

Support visits and follow-up with configured administrative reminders. We plan timing, channels and staff handling around the appointment data and contact permissions available to your practice.

Explore Reminders & Recall

Review Workflows

Build a practical process for requesting honest feedback and reviewing public responses. We connect the timing and follow-up with your practice’s workflow while respecting privacy and platform rules.

Explore Review Workflows

Insurance Eligibility

Where supported, eligibility tools help staff review available payer information before a visit. We confirm the practice identifiers, payer access and workflow needed for the selected configuration.

Explore Insurance Eligibility

A workflow you can follow

From New Inquiry to a Recorded Outcome

Bring the conversation together

Collect the available inquiry and channel information in the configured workflow. Source data is useful when it is present and reliable.

Illustration of the workflow. Your enabled features and supported integrations determine the actual configuration.

Your team’s next action / illustration

From new inquiry
to a clear outcome

01 / CaptureNew inquiry received.

A call, text or website inquiry enters the workflow.

02 / AssignResponsibility is clear.

A staff owner and next action are recorded.

03 / Follow upThe conversation continues.

Configured messages and staff actions move it forward.

04 / ReviewThe outcome stays visible.

Available appointment status and source context are reviewed.

Implementation with a plan

Confirm Compatibility Before You Commit

Bring your EHR or scheduling system’s name and version, your inquiry channels and the task you want to improve. We confirm supported functions before proposing an integration.

Your scope covers access, configuration, staff training, testing, subscriptions and ongoing management.

Explore EMR integrations
YOUR IMPLEMENTATION REVIEW

A practical setup sequence

01

Confirm the scope

Features, integrations, usage and staff responsibilities.

The right configuration
02

Configure & test

Practice information, permissions and real workflow checks.

Ready for your team
03

Review & improve

Available inquiry outcomes and feedback from the people using it.

Ongoing management

The workflow and the outcome

Workflow Examples and Practice Results

Illustrative messages

A conversation with a next step

A booking conversation and a post-visit review request show how an administrative follow-up workflow can feel clear and useful.

Example messages, not actual patient conversations or a promise of software-screen appearance.

Illustrative phone screens showing booking follow-up and an optional post-visit review request with opt-out wording.

Questions practice owners ask

CRM and Software Questions

Ask us about your practice
What is a healthcare CRM?

It is software that helps organize inquiries, conversations and follow-up around your practice. It can connect available channel, task and appointment information so staff can see the next action. It does not replace your team’s clinical judgment.

Does Brand Lift 360 own the software?

No. KloudMD is the platform we configure and manage for your practice's marketing and patient communication workflows. Your agreement defines platform access, subscriptions and the services Brand Lift 360 provides.

Is the platform HIPAA compliant?

KloudMD is our HIPAA-compliant practice communication platform, with a Business Associate Agreement (BAA) provided for covered services. We configure access, data flows and staff procedures for your practice before use.

Will it work with my EHR or scheduling system?

We check the exact system, version, permissions and functions you need. Reading availability, requesting an appointment, creating a booking and synchronizing a record are different functions. We confirm the supported connection before implementation.

Does AI voice replace my front desk?

It can support routine administrative inquiries, overflow and after-hours coverage where enabled. We define approved information and staff transfer rules. Your team keeps responsibility for patient care and important decisions.

Can my team still respond manually?

Yes. The workflow includes staff ownership and human handoff. We agree which replies can be automated and when a person should take over.

Can you tell which source produced a booking?

Where reliable tracking and scheduling data support it, reporting can connect sources with appointments. Unknown, assisted and missing sources remain visible. Complete attribution is not guaranteed.

Can I export my data?

You retain your business data, with access and export arrangements defined in your agreement. Continued use of licensed software may require an active subscription.

Are all software features included in every plan?

No. CRM and software are included according to your selected marketing plan and agreed configuration. Features, integrations, usage limits and any additional charges are confirmed in your scope. View plans and pricing →

Workflow capabilities depend on the enabled software and confirmed integrations. Review HHS’s Security Rule overview for the importance of administrative, physical and technical safeguards.

Your connected front office

Discuss Your Front-Office Workflow

Book 15 minutes with Jenn or Danzell. Bring the task that costs your team the most time and the systems you currently use.

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  • 01

    Your workflow

    Where inquiries arrive and what happens next.

  • 02

    Your systems

    The EHR, calendars and channels you use.

  • 03

    Your scope

    Features, access and implementation.

Included in our marketing packages.

CRM and software features depend on your selected plan, configuration and supported integrations.

View plans & pricing Book a 15-minute call