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Module 07 · CRM & Marketing

Healthcare CRM that follows the patient from ad click to invoice

Helix is a healthcare CRM that connects your ads, WhatsApp and Instagram inbox, campaigns and reviews to the patient record, so marketing ROI is read from paid invoices.

Helix · Operations
Revenue today
AED 84,200
+12%
Encounters
146
+8%
Collections
96%
+3%
Encounters · last 14 days
Built for
Marketing managersPatient relationsCall-center agentsClinic owners
Capabilities

Capture demand, convert it to care

Leads

Lead pipeline and one-click conversion

Every enquiry becomes a lead with source, score, owner and consent, worked on a Kanban board with speed-to-lead SLAs and routing rules. When the lead is ready, convert it to a patient chart and book the visit in the same step.

Lead scoring and routing
Speed-to-lead SLA
Lead-to-patient in one click
Helix · Operations
Revenue today
AED 84,200
+12%
Encounters
146
+8%
Collections
96%
+3%
Encounters · last 14 days
Conversations

WhatsApp, Instagram and Messenger in one inbox

One inbox for WhatsApp Business, Instagram and Facebook Messenger, with assignment, saved views, quick replies and AI-suggested answers. Meta lead ads sync straight into the pipeline.

Unified social inbox
Meta lead ads sync
AI-suggested replies
Helix · Operations
Revenue today
AED 84,200
+12%
Encounters
146
+8%
Collections
96%
+3%
Encounters · last 14 days
Campaigns

Campaign Studio, journeys and an ad hub

Build email, SMS, WhatsApp and push campaigns with A/B testing, and automation journeys with around 30 triggers. Run Meta, Google, TikTok, LinkedIn and Snapchat ads from one hub. A healthcare ad-compliance gate blocks banned claims before anything publishes.

Campaign Studio with A/B tests
Meta CAPI, Google, TikTok, LinkedIn, Snapchat
Healthcare ad-compliance gate
Helix · Operations
Revenue today
AED 84,200
+12%
Encounters
146
+8%
Collections
96%
+3%
Encounters · last 14 days
Retention

Recall, loyalty, reviews and attribution

Recall rules bring patients back on time. Loyalty and referral programs reward advocates. A post-visit NPS funnel asks happy patients for a public review and routes unhappy ones to you privately. Multi-touch attribution ties every channel to the invoices it produced.

Recall worklist and loyalty
NPS review funnel
Attribution to paid invoices
Helix · Operations
Revenue today
AED 84,200
+12%
Encounters
146
+8%
Collections
96%
+3%
Encounters · last 14 days
Workflow in action

From ad click to attributed revenue

One continuous record threads the whole visit — every step writes to the same chart and ledger, so nothing is re-keyed or reconciled.

5steps,
one record
01
Step 01Capture the lead
02
Step 02Reply in the inbox
03
Step 03Convert and book
04
Step 04Recall and review
05
Step 05Measure ROI from invoices
Connected

Works with the systems you rely on

The CRM lives inside the same system as the EMR and the ledger, and connects out to the ad platforms and messaging channels your patients use.

Meta (FB & IG)
WhatsApp Business
Google Ads
TikTok
LinkedIn
Snapchat
2.6M+
Patients on Helix
55K
Patients seen each month
9
Countries
40+
Migrations to Helix
Related

Better together

Appointments & Queue

Convert a lead and book in one step.

Explore

Patient Portals

Booking, consent and reviews with no app.

Explore

Verto AI

The AI copilot on every CRM hub.

Explore
Guides
FAQ

CRM & Marketing, answered

How is a lead turned into a patient?

Open the lead and convert it. Helix creates a new chart or matches an existing patient, and you can book the appointment in the same step. The link between lead, patient and visit is kept, so later revenue traces back to the source.

Book a demo

See CRM & Marketing on your workflows

A 30-minute walkthrough tailored to your specialty and clinic. No obligation, and we migrate your data for you.

Trusted by 3,000+ doctors in 9 countries30-min demo
2.6M+
Patients
6.3M+
Charts
9
Countries
HIPAASOC 2GDPRGCC data residency