Integrate Clientify with Salus
Connect your CRM with your medical management software and align your sales strategy.
The Clientify integration with Salus lets you unify patient acquisition, relationships with companies and insurers, and the day-to-day management of your clinic or medical center in a single flow. The data you manage in Salus (patients, appointments, records, billing and results) can be synced with Clientify so your sales team always works with real, up-to-date information.
What is
Integrate Clientify with Salus
Bot to integrate Clientify with Salus and sync your data across both platforms.
Everything you can do
Patient and contact synchronization
Automatically link Salus patients with contacts and companies in Clientify to get a complete sales record.
Connected appointments and sales activity
Link appointments and care processes with opportunities, tasks and sales pipelines in Clientify.
Unified view of every account
See key information from Salus in the CRM (relationship with the clinic, activity, contracted services).
Automations based on medical/administrative data
Trigger marketing and follow-up automations in Clientify based on the information updated in Salus (admissions, check-ups, treatments, etc.).
Stable synchronization between platforms
Everything stays connected through secure authentication and a constant data flow between systems.
Want to boost your sales strategy?
Integrate Clientify with Salus and align your sales and medical data to make better decisions every day.
This way, marketing, administration and medical management share a single view of each patient and account, with no duplicate records or extra manual work.
You will need an active Clientify account and a correctly configured Salus installation in your clinic, medical center or hospital to activate the integration.
Main benefits
- Reduce duplicated administrative work between reception, administration and marketing.
- Improve the quality of your sales data thanks to real information coming from Salus.
- Design campaigns and communications based on patient type, contracted services or clinic history.
- Align sales strategy, patient care and financial management in a single ecosystem.
- Make decisions with a global view: clinic + CRM, instead of isolated tools.
How does it work?
- Set up your Salus account with your centers, professionals, patients and billing.
- Request or generate the credentials needed to connect with Salus.
- Go to the integrations section in Clientify.
- Enter your Salus credentials and validate the connection.
- Define which data you want to sync (patients, companies, appointments, etc.) and how it will be mapped in Clientify.
From then on, synchronization is continuous and automatic, so the Clientify integration with Salus keeps all your data up to date effortlessly.
Clientify: Marketing tool
Clientify is a marketing and sales CRM platform that helps you capture leads, follow up on opportunities and automate your communications.
It also includes features for:
- Email Marketing
- Automations
- Landing Pages
- Contact Forms
- Social Media
- Sales tools (sales CRM)
It is an essential platform for capturing sales opportunities, nurturing them and managing the entire sales process, from first contact to close.
Salus: comprehensive management software for clinics
Salus is software specialized in the comprehensive management of healthcare centers. It lets you manage patients, appointments, medical records and billing from a single platform, optimizing day-to-day processes in clinics, practices and hospitals.
Salus key features
- Centralized management of patients and medical records.
- Medical calendar and appointment scheduling by professional, service or center.
- Medical billing and financial control of healthcare activity.
- Management of results, tests and clinical documents linked to the patient.
- Reports and tools to analyze the activity of the clinic or medical center.
A solution designed to professionalize clinical management and connect every care process with the real activity of your medical center.
Help and support
What people who use it are saying
VAT included · Digital license
The subscription includes
- Updates for the entire term of your license
- Priority technical support by email
- Installation on 1 website
