Tired of dealing with 6 vendors?

The Full-Stack Growth Partner for Wellness Clinics

We embed into your clinic to manage daily operations, acquire new patients, and build the digital infrastructure your practice needs to scale — all under one roof.

Doctor and patient on a telehealth video call
SEO
Lead Generation
Lead Management
Fulfillment Staff
Patient Coordinators
Telehealth Software
Advertising
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Clinics
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Patients Served
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Client Retention
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Orders Fulfilled
What our clinical partners utilise from us

Fulfilment for clinics that want to scale, not just survive!

Fulfilment Services

Dedicated staff to handle pharmacy coordination, patient communication, onboarding, and daily clinic operations.

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SEO for Clinics

Rank where your patients are searching with local SEO built for wellness clinics.

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Website Development

Custom clinic websites built to convert visitors into patients.

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Social Media Management

Consistent, professional social presence — content, scheduling, and engagement.

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Automations & Dashboards

Custom workflows, lead management, and real-time reporting dashboards.

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Practice Management System

A complete PMS for wellness clinics — scheduling, billing, records. One-time purchase.

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Patient Coordinators

Dedicated coordinators managing patient relationships from first contact to ongoing care.

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Medical Insurance Billing

Claims, verification, and billing handled — so nothing slows down your revenue.

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Advertising

Paid ad management across Google and Meta built to bring in qualified patients.

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Video Content for Clinic

Testimonials, explainers, and provider intro videos produced for your clinic.

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How it works

From First Call to CRMXO Managing Your Operations — In 5 Easy Steps

Getting started is simple. Here's how we onboard your clinic and start delivering results.

1
Discovery Call
We learn about your clinic, pain points, and growth goals.
2
Custom Plan
We build a service package tailored to your exact needs.
3
Team Assignment
Dedicated specialists are assigned to your account.
4
Execution
We integrate into your operations and start delivering immediately.
5
Report & Optimize
Monthly reporting, performance reviews, and ongoing optimization.
What clinic owners say

Our services are trusted with clinics across the country

"We signed up for CRMXO's complete clinic management plan seven months ago and it's completely changed how I run my practice. I'm spending more time with my family instead of buried in operations. Their reporting software shows me the full week's performance every Monday morning."

Dr. Amanda Ross
Clearpath Wellness

"Went from page 3 to page 1 for our main keywords in about three months. Didn't expect results that fast."

Kevin Tran
Renew Aesthetics

"Orders used to pile up every Friday. Now they don't. That's basically it."

Priya Nair
VitalCare Clinic

"Wasn't sure a full management plan made sense for a clinic our size. Seven months in, I'm convinced. I check one dashboard Monday mornings and get back to treating patients instead of chasing invoices."

Dr. Sana Iqbal
Horizon Telehealth

"Our no-show rate dropped noticeably once their coordinators started handling reminders."

Diego Marin
CoastalCare Clinic

"Billing used to eat two full days a week for my office manager. CRMXO's team took it over and claims process faster than when we did it ourselves."

Rachel Kim
Meridian Health Group

"Patient coordinators actually call people back. Wild concept, I know."

Dr. Priya Sethi
Meadow Family Clinic

"Insurance billing used to be my biggest headache. CRMXO's team resubmits denied claims within 48 hours now."

Tomas Reyes
Coral Ridge Health

"We rebuilt our entire practice management workflow around CRMXO's PMS. No more juggling three different logins for scheduling, billing, and records. One system, and we own it outright."

Dr. Naomi Frost
Ashgrove Clinic

"Our Google ad cost per lead dropped almost 40% in the first month."

Chris Dell
Vantage Wellness

"The video content team put together provider intro clips for our whole staff. Patients mention them constantly during intake."

Dr. Yusuf Rahman
Pinehill Telehealth

"Seven months on the complete plan and I finally took a real vacation."

Dr. Camille Ortiz
Solace Health Group

"We signed up for CRMXO's complete clinic management plan seven months ago and it's completely changed how I run my practice. I'm spending more time with my family instead of buried in operations. Their reporting software shows me the full week's performance every Monday morning."

Dr. Amanda Ross
Clearpath Wellness

"Went from page 3 to page 1 for our main keywords in about three months. Didn't expect results that fast."

Kevin Tran
Renew Aesthetics

"Orders used to pile up every Friday. Now they don't. That's basically it."

Priya Nair
VitalCare Clinic

"Wasn't sure a full management plan made sense for a clinic our size. Seven months in, I'm convinced. I check one dashboard Monday mornings and get back to treating patients instead of chasing invoices."

Dr. Sana Iqbal
Horizon Telehealth

"Our no-show rate dropped noticeably once their coordinators started handling reminders."

Diego Marin
CoastalCare Clinic

"Billing used to eat two full days a week for my office manager. CRMXO's team took it over and claims process faster than when we did it ourselves."

Rachel Kim
Meridian Health Group

"Patient coordinators actually call people back. Wild concept, I know."

Dr. Priya Sethi
Meadow Family Clinic

"Insurance billing used to be my biggest headache. CRMXO's team resubmits denied claims within 48 hours now."

Tomas Reyes
Coral Ridge Health

"We rebuilt our entire practice management workflow around CRMXO's PMS. No more juggling three different logins for scheduling, billing, and records. One system, and we own it outright."

Dr. Naomi Frost
Ashgrove Clinic

"Our Google ad cost per lead dropped almost 40% in the first month."

Chris Dell
Vantage Wellness

"The video content team put together provider intro clips for our whole staff. Patients mention them constantly during intake."

Dr. Yusuf Rahman
Pinehill Telehealth

"Seven months on the complete plan and I finally took a real vacation."

Dr. Camille Ortiz
Solace Health Group

"Signed up for the full management plan seven months back. Between the reporting dashboard and the fulfillment team, I've genuinely stepped back from day-to-day operations and I'm not worried about it slipping."

Dr. Elias Vance
Northfield Care

"Their social team gets our tone right every time. It doesn't feel outsourced at all."

Nadia Ferreira
Willowmere Wellness

"Patient coordinators handle every reschedule now. My front desk finally has breathing room."

Dr. Wallace Kim
Brightline Clinic

"Between the ad management and organic lead gen, our booking calendar has been full for two months straight. I didn't think that was possible for a clinic our size."

Dr. Melissa Grant
Ironwood Health

"SEO traffic keeps climbing every month. We're now the top result for three of our core service keywords."

Brian Osei
Thornbury Clinic

"Claims processing time cut in half since they took over billing."

Angela Moss
Fernwood Wellness

"We had zero video presence before CRMXO. Now we've got provider intros, patient testimonials, and explainer clips. Patients mention the videos in their intake forms."

Dr. Felicia Otieno
Pulse Wellness Center

"Our Instagram actually looks like a real clinic now. Engagement's up and I don't have to think about it anymore."

Talia Fenwick
Bloom Family Wellness

"Seven months in on the full plan. Best decision I've made for this clinic, full stop."

Dr. Owen Baptiste
Northgate Wellness

"Leads stopped falling through the cracks the week we switched. Simple as that."

Jordan Blake
Element Wellness

"Our ad spend was all over the place before CRMXO took over. They rebuilt our Meta and Google campaigns, tightened targeting, and cut cost per lead almost in half within two months."

Lauren Cass
Bright Skin Med Spa

"It's been about seven months on their full management plan. Between the fulfillment team and the weekly report dashboard, I've actually started taking Sundays off again."

Dr. Marcus Webb
Sunridge Health

"Signed up for the full management plan seven months back. Between the reporting dashboard and the fulfillment team, I've genuinely stepped back from day-to-day operations and I'm not worried about it slipping."

Dr. Elias Vance
Northfield Care

"Their social team gets our tone right every time. It doesn't feel outsourced at all."

Nadia Ferreira
Willowmere Wellness

"Patient coordinators handle every reschedule now. My front desk finally has breathing room."

Dr. Wallace Kim
Brightline Clinic

"Between the ad management and organic lead gen, our booking calendar has been full for two months straight. I didn't think that was possible for a clinic our size."

Dr. Melissa Grant
Ironwood Health

"SEO traffic keeps climbing every month. We're now the top result for three of our core service keywords."

Brian Osei
Thornbury Clinic

"Claims processing time cut in half since they took over billing."

Angela Moss
Fernwood Wellness

"We had zero video presence before CRMXO. Now we've got provider intros, patient testimonials, and explainer clips. Patients mention the videos in their intake forms."

Dr. Felicia Otieno
Pulse Wellness Center

"Our Instagram actually looks like a real clinic now. Engagement's up and I don't have to think about it anymore."

Talia Fenwick
Bloom Family Wellness

"Seven months in on the full plan. Best decision I've made for this clinic, full stop."

Dr. Owen Baptiste
Northgate Wellness

"Leads stopped falling through the cracks the week we switched. Simple as that."

Jordan Blake
Element Wellness

"Our ad spend was all over the place before CRMXO took over. They rebuilt our Meta and Google campaigns, tightened targeting, and cut cost per lead almost in half within two months."

Lauren Cass
Bright Skin Med Spa

"It's been about seven months on their full management plan. Between the fulfillment team and the weekly report dashboard, I've actually started taking Sundays off again."

Dr. Marcus Webb
Sunridge Health
Our Leading Service

Fulfillment Staff That Free Up Your Time, Not Just Your Task List

Every hour spent chasing a pharmacy on a delayed order, or calling a patient back who never got a follow-up, is an hour you didn't spend growing your clinic. Missed refills and slow patient communication don't just frustrate your team — they cost you retention.

We've placed dedicated fulfillment and patient coordinators inside 17+ clinics across the USA, and they understand the telehealth journey better than almost anyone outside it — pharmacies, medications, doctor scheduling, insurance quirks, and the patient's entire experience from booking to refill. You get a team that already speaks the language of your industry, so nothing gets lost in translation and nothing falls through the cracks.

Less Time Explaining, More Time Growing

Our coordinators already know pharmacy workflows, patient intake, and provider coordination on day one — so you're not stuck training someone from scratch or answering the same questions twice.

More Coverage for Less Than One Salary

A single in-house hire covers one shift, one skill set, one set of sick days. Our team gives you broader coverage without the overhead of a full-time salary, benefits, and turnover risk.

Your Patients Feel Cared For, Not Processed

Every call and message reflects the same warmth and professionalism your own team would give — so patients stay loyal to your clinic, not just tolerant of it.

Nothing Slips Through, and You Always Know Why

Every order, every follow-up, every metric — visible to you in daily reports. No guessing where things stand, no surprises at the end of the month.

From Our Blog

What Growing Clinics Are Learning Right Now

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Growing Your Clinic Shouldn't Mean Drowning in It

If you run a clinic and you're looking to scale, the real bottleneck usually isn't ambition — it's bandwidth. Every hour spent on day-to-day operations is an hour you didn't spend expanding the business. Some of what's slowing you down is obvious. Some of it isn't — most clinics have blind spots in fulfillment, compliance, or lead follow-up they don't even know are costing them patients. On a quick call, our team — people who've done this for clinics all across the country — can walk through exactly where those gaps are and how to close them.

Let's see how and where we can assist you
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