CRM Development
Build Lasting Patient Relationships with Custom CRM Solutions
Why teams choose 247 Labs
We have delivered secure products for healthcare organizations, insurers, and other regulated teams for more than a decade.
Clients value our mix of strong delivery, practical workflow thinking, and responsive collaboration.
Our team has shipped custom platforms, integrations, and operational systems across healthcare and enterprise settings.
Challenge Map
Solve the three workflow gaps that make healthcare CRM underperform.
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Your CRM does not reflect how patients move through care programs.
We design journey stages for referrals, intake, care gaps, follow-up, and program milestones so teams can manage actual healthcare relationships instead of adapting to generic funnel logic.
Useful for care coordination and growth programs.Staff are working across the CRM, EHR, and inbox with no shared view.
We connect CRM workflows with clinical and operational systems so teams can see context, trigger tasks, and track outreach without re-entering the same information everywhere.
Best for teams managing high outreach volume.Messaging, permissions, and data handling create avoidable compliance risk.
We design consent, access, audit, and communication controls into the product so patient engagement workflows can scale without exposing the organization to unnecessary risk.
Critical for PHI-aware communication flows.Services
CRM services for healthcare teams managing patient growth, outreach, and coordination.
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CRM needs assessment
Review the care model, outreach workflows, data needs, and system constraints before selecting a build or platform path.
Custom healthcare CRM
Build a CRM designed around patient programs, referral flows, and relationship data unique to your organization.
Patient engagement automation
Create outbound and follow-up workflows for reminders, care gaps, education, and post-visit touchpoints.
Referral management tools
Track intake, routing, status changes, and follow-through across referral sources and receiving teams.
CRM and system integration
Connect the CRM with EHRs, forms, scheduling, reporting, and other operational systems that teams already depend on.
CRM reporting & optimization
Build dashboards and feedback loops that show pipeline health, outreach results, and team performance.
Case Studies
Healthcare case studies with measurable outcomes.
Empowering Users with a Seamless Health Insurance App Experience
42% increase in mobile user engagement
This case study highlights how our mobile application development team designed and built a secure, user-friendly health insurance app that simplifies complex insurance workflows. The mobile application enables users to easily manage policies, access coverage details, and navigate insurance information from their smartphones. Built with scalability and performance in mind, the app delivers a seamless experience across iOS and Android platforms.
Read case study →
Resident Doctors: a wellness app built around resident needs
35% improvement in stress management
247 Labs built a mobile app that let resident doctors track stress, access support resources, and engage with wellness programs through a clearer, more supportive user journey.
Read case study →
TapLabs: Canada's first on-demand medical platform
45% increase in patient access
247 Labs built a full-featured mobile solution connecting patients to on-demand medical services, showing how a well-designed relationship layer improves access and follow-through for time-sensitive care.
Read case study →Capabilities
The workflow, integration, and governance layers healthcare CRM programs need to scale.
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Design the right relationship model
We map journeys, users, states, and success metrics before choosing technology or automation.
- Journey and stage mapping
- User and role design
- Workflow priority review
- KPI and reporting plan
Build connected CRM workflows
We create interfaces, automations, and integrations that support healthcare-specific relationship work.
- CRM data model design
- Outreach automation flows
- API and form integration
- Dashboard and task views
Improve follow-up and visibility
We help teams reduce dropped handoffs and gain clearer insight into outreach and program progress.
- Task routing design
- Queue and follow-up logic
- Status tracking rules
- Team performance dashboards
Handle PHI and consent safely
We define communication, access, and audit patterns that fit healthcare engagement workflows.
- Consent tracking controls
- Access by role and need
- Audit history for outreach
- Communication rule design
Tech Stack
Healthcare CRM should connect journeys, records, and outreach in one operating flow.
We design CRM architecture around the systems that drive real patient and provider interactions.
For the past 7 years, we have entrusted 247 Labs to help us set up and run a large number of research studies in addition to assisting in expanding the capabilities of our global on-line medical educational platform. We have relied on 247 Labs team to provide a range of services that included software developers, UI and UX support, dev ops and backend expertise in order to generate a cross platform solution for us. We have been very happy with the results.
CEO, ImageSim-SickKids
Business Benefits
A healthcare CRM should improve follow-up, visibility, and patient experience.
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Better journey visibility
Track where each patient, member, or referral sits without relying on email chains or manual spreadsheets.
Faster follow-up execution
Automate reminders, status changes, and handoffs so fewer important tasks fall between systems.
Stronger referral management
See sources, routing steps, and completion status in one shared workflow rather than across disconnected tools.
More useful engagement data
Measure outreach performance, response patterns, and program health with clearer reporting tied to real actions.
Less duplicate work for staff
Connect forms, scheduling, records, and tasks so teams spend less time re-entering or hunting for information.
Ready to build a healthcare CRM around the way your teams actually manage relationships?
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Start Your CRM ProjectFAQ
Common questions before building or redesigning a healthcare CRM.
That depends on workflow complexity, data requirements, reporting depth, and long-term ownership goals. We compare both paths during discovery before recommending a direction.
Yes. We commonly connect CRM tools to EHRs, scheduling systems, forms, communication platforms, and reporting layers so teams have a more complete view of the relationship.
Healthcare journeys are driven by referrals, care programs, milestones, permissions, and follow-up needs that do not map cleanly to standard sales funnels. The workflow design has to reflect that.
We design consent states, role-based access, audit history, and outreach rules into the workflow so communication processes can scale more safely and predictably.
Let’s build something
great together.
We’re happy to answer any questions you may have and help you determine which of our services best fits your needs.
Call us at 1-877-247-7421 or email hello@247labs.com
Your Benefits:
- Client Oriented
- Independent
- Competent
- Result-driven
- Problem-solving
- Transparent
What happens next?​
1
We schedule a call at your convenience
2
We do a discovery and consulting meetingÂ
3
We prepare a proposalÂ
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