Reach Advantage’s CRM is an all-in-one CRM and automation platform designed specifically for medical and wellness practices. It helps your practice generate, track, and convert more patient inquiries—without wasting time, money, or resources.
Unlike most CRMs, which are bulky or built for enterprise sales cycles, Reach Advantage’s CRM is engineered for speed, automation, and ease of use. You get powerful patient lead management, automated follow-ups, attribution tracking, and scheduling tools—all in one dashboard.
Whether you’re running ads, collecting leads from your website, or managing patient inquiries, Reach Advantage’s CRM ensures every opportunity is tracked, every patient is followed up with, and every marketing dollar is accounted for.
Let's See if We're a Good Fit


Every interaction with a patient is an opportunity to move them closer to booking an appointment—or risk losing them. Reach Advantage’s CRM automates these touchpoints so you reduce costs and ensure no patient ever slips through the cracks.
Targeting Leads: Gather patient inquiries from Google, Facebook, Instagram, and your website
Retargeting Campaigns: Re-engage potential patients who didn’t book, using personalized, cost-effective ad
Marketing Automations: Nurture patient leads automatically through follow-ups, reminders, and educational content to increase appointment bookings
Complete CRM System: Access all patient information from any device
2-Way Email & SMS: Automated communication to improve patient engagement
Unified Messaging: SMS, email, and Messenger in one feed
Automated Scheduling: Patients book appointments with smart reminders
Pipeline Management: Track all leads, appointments, and conversions
Marketing Automation: Emails, texts, notifications, and workflows triggered by patient actions
Reputation Management: Collect reviews automatically and manage your online presence
Built-In 2-Way Texting: Engage patients instantly on desktop or mobile
Automated Dialer & Voicemail Drops: Follow up efficiently
Appointment Manager: Reminders, no-show sequences, and scheduling
Advanced Analytics: Track appointment rates, marketing ROI, and conversion metrics


Reach Advantage’s CRM helps your practice maximize ROI on patient inquiries, automate follow-ups, and improve engagement without adding stress. Our goal is to guide potential patients from inquiry to booked appointment with predictable, repeatable results.
You’re busy running your practice. Reach Advantage’s CRM automates patient follow-ups, appointment reminders, and lead nurturing—ensuring no opportunity is lost and every patient interaction is optimized.
We design websites and funnels that go beyond looks—they’re built to drive results. Each build is powered by Elementor Pro and fine-tuned for speed, usability, and seamless flow. From scheduling bookings to selling services or generating sign-ups, we design with your outcomes first.
1️⃣ Practices That Rely on High-Value Patient Appointments
If your appointments are high-value and each patient booking significantly impacts revenue, Reach Advantage’s CRM ensures quick follow-ups, accurate tracking, and automated patient engagement
Ideal for:
Dentists & Orthodontists
Chiropractors
Physical Therapists
Med Spas & Wellness Clinics
Veterinary Practices
2️⃣ Growing Practices Needing a Marketing Department—Without Hiring One
Reach Advantage’s CRM acts as your outsourced marketing engine, handling follow-ups, CRM pipelines, reputation management, and lead tracking so you can focus on patient care.
Great Fit If You:
Manage marketing decisions for your practice
Serve local patients in a defined area
Want to scale without juggling multiple tools
Need automation without a steep learning curve
Care about ROI and knowing what works

Unlimited Users & Patients: No hidden fees
Automated Follow-Ups: Texts, emails, and voicemail drops for every patient
Attribution Tracking: Know which ads and channels generate appointments
AI Engagement Tools: Chatbots and missed-call text-back keep patients engaged 24/7
Mobile-Friendly CRM: Manage leads, appointments, and communications anywhere
Marketing Automation: Multi-touch campaigns, reminders, lead scoring, and workflows

Reach Advantage’s CRM is your lead engine, marketing machine, and sales center in one
Key Uses:
Lead Capture & Funnels
CRM & Pipeline Management
Follow-Up Automation
Reputation Management
Call & Chat Tracking
Mobile App Access
Reporting & ROI Analytics

Most CRMs are bloated and expensive.
Reach Advantage’s CRM is designed for medical and wellness practices—centralizing leads, automation, scheduling, and reviews without unnecessary complexity or cost.

Stop juggling multiple tools—Reach Advantage’s CRM has it all
Generate more patient leads, automate follow-ups, and track every appointment—all in one system designed for growing practices.


For wellness providers who depend on local clients and customers, we help local practices attract new patients through Local SEO, Google Ads, and automated marketing systems that deliver predictable growth.
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