License the seats you actually have
Three role-based licenses, one shared pipeline. Every seat is built for the person sitting in it — and priced for the team you run, not the team a generic CRM assumes.
Three seats. One shared pipeline.
These aren't separate products — every license works the same leads, the same referral relationships, and the same attribution, from its own seat. Mix and match per person.
Business Development License
For BD reps building referral partnerships and driving inbound volume.
- Build and manage referral partner accounts
- Log every touch point — meetings, lunches, site visits, calls
- Track which partners are actually driving admissions
- 90-day attribution window per referral source
- Monitor channel ROI and BD activity by rep
- Manage HLOC relationships and case consultations
Mix & match add-ons
- Coordinator License
- Alumni License
Coordinator License
For admissions coordinators running intake from first call to admission day.
- Handle inbound calls with a guided talk track teleprompter
- Manage every lead through the full 3-stage pipeline
- Send HIPAA-compliant texts and emails from one place
- Run insurance verification (VOB) without leaving the CRM
- Schedule pre-screenings and admissions in one click
- Follow-up alerts so no lead falls through the cracks
Mix & match add-ons
- Business Development License
- Alumni License
Alumni License
For alumni relations teams driving long-term engagement and re-admissions.
- Run email and SMS campaigns to your full alumni cohort
- Collect Google reviews and satisfaction surveys
- Host alumni events and manage RSVPs
- Reach out to struggling alumni and connect them back to care
- Track sobriety milestones and PHQ-9 check-in scores
- Quarterly engagement, relapse, and readmission reports
Mix & match add-ons
- Coordinator License
- Business Development License
Per-seat quotes are scoped on the demo — you'll see the platform on your own workflow first, then get a number that matches your census and team size.
Frequently asked questions
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