Fulfillment
Orders placed, tracked, and shipped — lab kits, pharmacy, supplements — for clinics that want to scale, not just survive.
Supercharge Your Team.
Grow Your Clinic.
Start Your Clinic Growth Engine.
CRMXO brings your clinic’s growth and operations together. Patients found, calls answered, claims followed up, and orders coordinated. One team. One clear plan.
20 minutes. Your biggest bottleneck. A plan you keep.
Your clinic, connected Overview
Patients · Operations · Growth
New patients 31
Answer rate 98%
Cost / consult $85
Claims filed 94
Weekly report Monday
Response 8 seconds
Your care team 98% answered
ALDRJSMKRNOP+
One team. Every handoff. ↗One connected practice
GrowthCareSystems
This week Your clinic’s momentum
1
Calls answeredAverage pickup: 8 seconds
98%2
Follow-ups completedPatients kept in the loop
1183
Orders coordinatedToday · no errors
26Illustrative clinic dashboard · sample data
Running A Clinic Can Be Complex.
We Make It Clear.
One growth department for the business you’ve built. We connect marketing, patient coordination, and daily operations so you can focus on the people who came to you for care.
Here’s how we do it:
01Discover
Meet Your Next Patient. Before Their First Call.
Help the right patients find your clinic through search and campaigns built around the care you provide. Every channel leads to one clear next step.
Explore SEO ↗Your patients are searchingLocal visibility
Search termPosition30-day move
weight loss clinic austin#2↑ 25
telehealth trt texas#1↑ 8
glp-1 prescription online#4↑ 14
hormone therapy near me#3↑ 19
medical weight loss program#7↑ 9
Organic sessions11,420
GBP calls214
Page-one keywords61
Representative view · sample clinic data
02Create
Turn A First Impression Into A Lasting Connection.
A thoughtful website, consistent content, and a recognizable clinic voice. Give patients the confidence to choose you — wherever they find you.
Explore website design ↗Clinic website · concept portfolio
Northshore.Care Programs About ↗
Medicine that meets you where you are.
Personalized hormone and metabolic care, built around you.
Book a consult ↗Physician-led carePersonalized programsOnline & in clinic
Representative view · sample clinic data
03Coordinate
Great Care Deserves Great Operations.
A dedicated coordinator connects the dots between your patients, providers, orders, and billing. Your team gets support. Your patients feel looked after.
Meet your coordinator ↗PatientsAnswered · supported
DoctorsResults · questions
Alina, your coordinatorDedicated. Trained. In your systems.
ScheduleBooked · confirmed
BillingClaims · verification
OrdersLabs · pharmacy · supplements
Care coordination● Alina, working your clinic
10:04 AM — Provider-reviewed labs
Hi Maria, it’s Alina from Summit Wellness. Dr. Reyes reviewed your labs and recommends a vitamin D supplement. Would you like it shipped?10:12
Yes please! Same address.10:14
Done. Tracking to follow. For your 6-week follow-up: Thursday 2:40 or Friday 9:20?10:15
Thursday works!
84 calls26 orders19 claims31 booked
Representative view · sample clinic data
04Grow
A Clear View Of Progress. A Better Way Forward.
Connect the work to the results. See booked consultations, patient follow-up, and campaign performance in one view, with a plain-English report every Monday.
Explore advertising ↗Clinic growth74 consults / mo
Consultations / month74↑ from 21
Cost per consult$82↓ from $247
Same monthly budget$6KWorking harder
Booked consults6-month example
Representative view · sample clinic data
One team. Every part of growth.Ten Services.
Ten Services.
One Connected Clinic.
Start with your biggest bottleneck. Bring the rest together when you’re ready.
Patient Coordinators
A dedicated human behind every call, order, claim, and follow-up.
Fulfillment
Keep pharmacy orders, refills, and patient updates moving together.
SEO for Clinics
Show up when the right patients search for the care you provide.
Website Development
Turn a first impression into a clear path to a booked consultation.
Social Media
A consistent, credible presence patients can see before they call.
Automations & Dashboards
Connect your tools and give repetitive work a better way to happen.
Advertising
Google and Meta campaigns measured in booked consultations.
Medical Insurance Billing
Verification, claims, and follow-up that keep revenue moving.
Video Content
Provider introductions, explainers, and patient stories with a purpose.
Practice Management
Scheduling, records, billing, and patient access in one connected view.
More time for patients. Less work between systems.
One clinic. One team. All connected.
Get 70+ hours back each month.
Illustrative time savings. Scope and outcomes vary by clinic.
Can we start with just one service?
Yes. Start with the biggest bottleneck — calls, website, advertising, billing, or another process — and expand when it makes sense.
Who owns the work and accounts?
CRMXO’s stated approach keeps your website, ad accounts, data, and workflows with your clinic, with responsibilities agreed in writing.
What happens during the free audit?
A 20-minute conversation about your clinic’s current challenges, followed by priorities and an outline of the work that could help.
Which clinics do you work with?
Wellness and telehealth clinics, med spas, IV lounges, and specialty practices. The scope is tailored to your services, systems, and team.
The growth headquarters for wellness clinics
Medicine is your job. Growth is ours. Welcome to headquarters.
CRMXO runs the entire business side of your clinic — patients found, calls answered, claims paid, orders shipped — one team, one plan, one report every Monday.
20 minutes. Free. Bring your biggest bottleneck — leave with a plan, whether or not you hire us.
10services under one roof
100+clinics growing with us
4.9★average client rating
The Services
Ten services. One invoice. Zero juggling.
Every job the business side of a clinic generates, owned in-house — each service with its own specialists, its own metric, and its own deep-dive page under Services.
SEO for Clinics
Rank where your patients are searching, with local SEO built specifically for wellness clinics.
Website Development
Custom clinic websites built to convert visitors into patients.
Social Media
Consistent, professional social presence — content, scheduling, and engagement.
Automations & Dashboards
Custom workflows, lead management, and real-time reporting dashboards.
Practice Management System
A complete PMS for wellness clinics — scheduling, billing, records. One-time purchase, yours forever.
Patient Coordinators
Dedicated coordinators managing patient relationships from first contact to ongoing care.
Medical Insurance Billing
Claims, verification, and billing handled — so nothing slows down your revenue.
Advertising
Paid ad management across Google and Meta, built to bring in qualified patients.
Video Content
Testimonials, explainers, and provider intro videos produced for your clinic.
Hire ten specialists, or one headquarters.
Not sure which you need first? That's what the audit is for.
Book the free growth audit20 minutes. We find the bottleneck and tell you honestly which service moves it — even if it's just one.
How It Works
From hello to handled — five steps.
Onboarding is deliberately boring: five steps, two weeks, zero disruption to the patients you're treating while it happens:
01
Book the free audit
Twenty minutes on your real numbers — phones, site, ads, billing — and where they leak.
02
Get your growth plan
A written plan with priorities, timeline, and investment. You decide with numbers in hand.
03
We onboard your clinic
Systems connected, BAA signed, scripts and SOPs approved by you word for word.
04
Supervised go-live
Every service launches watched and scored — never a big-bang gamble with your patients.
05
You read one report
The Monday email: plain English, two minutes, the whole clinic — while we run the rest.
A team that buys back your time.
Why clinics keep the plan long after month one:
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.
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 hire.
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.
Nothing slips through — and you always know why
Every order, every follow-up, every metric, visible in daily reports. No guessing where things stand, no surprises at the end of the month.
You practice medicine. We practice growth.
The Wall
Clinics across the country, on the record.
Different services, different clinic sizes, same Monday-morning calm. A few from the wall:
And from the written wall:
★★★★★
"Went from page 3 to page 1 for our main keywords in about three months. Didn't expect results that fast."
Dr. Amanda Ross
Clearpath Wellness
★★★★★
"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."
Dr. Sofia Marin
Harbor Wellness
★★★★★
"Patient coordinators actually call people back. Wild concept, I know."
Kevin Tran
Renew Aesthetics
★★★★★
"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."
Priya Nair
VitalCare Clinic
★★★★★
"Our Google ad cost per lead dropped almost 40% in the first month."
Chris Dell
Vantage Health
★★★★★
"Orders used to pile up every Friday. Now they don't. That's basically it."
Marcus Webb
Eastside Vitality
★★★★★
"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. Lena Park
Meridian Telehealth
★★★★★
"Their social team gets our tone right every time. It doesn't feel outsourced at all."
Gabriela Fuentes
Solace Med Spa
★★★★★
"Seven months on the complete plan and I finally took a real vacation."
Dr. Felicia Otieno
Pulse Wellness
1 / 9
The reviews mention rankings and claims. They're really about Sundays off.
From The Blog
What growing clinics are reading.
Want these in your inbox? They come free with the audit.
Book the free growth audit20 minutes, your numbers, a written plan — whether or not you hire us.
Book
Stop drowning in the clinic you built.
Start growing it.
One team running the whole business side of your clinic, reporting in plain English every Monday. It starts with a free 20-minute audit — and a plan you keep either way.
Let's book your free website auditOne team, seven services·HIPAA-conscious·You own everything
Request your free clinic audit +
Free · No obligation · 24-hour turnaround
Want your clinic audited?
Drop your details and we'll send you a free audit of your clinic — where patients slip, where money leaks, what to fix first — within 24 hours.
A human reviews it. A human writes it. You keep it either way.
Consider it started.
Your audit request is in — a real person is on it, and it lands in your inbox within 24 hours. Keep an eye out for an email from CRMXO.
Preview: your request opens as an email draft for you to review and send. No request is sent automatically.