Proof over promises
Screenshots, receipts, live dashboards. Every claim on this site traces to a number — and if we can't measure a service, we don't sell it.
Great Medicine Deserves
Great Operations.
Your clinic’s growth shouldn’t be a second full-time job. CRMXO brings the people, processes, and tools together so providers can focus on care.
Built Around The Work That Happens Between Visits.
CRMXO started with a pattern at the front desk: brilliant clinics losing opportunities to unanswered calls, slow websites, incomplete follow-up, and claims waiting for attention.
The response is one connected department. Marketing attracts patients. Coordinators support their journey. Systems keep the routine work moving. A weekly report makes the whole picture understandable.
One Partner.
Shared Priorities.
01
Focus on clinics
Services shaped around wellness, telehealth, and specialty-practice workflows.
02
People where they matter
Dedicated coordination and clear escalation to your clinical team.
03
Your clinic, your assets
Your accounts, website, data, and workflows remain yours.
04
A clear scope
Agree on the work, the timeline, and the investment before starting.
05
Visible progress
Measure activity and outcomes, and explain them in plain English.
06
Start with the bottleneck
Begin with the service that solves the most pressing problem.
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.
About CRMXO — built for wellness & telehealth clinics
Clinics heal people. Growing one is a second job. We took the job.
CRMXO is one team running everything a clinic needs to grow: the website, the search rankings, the ads, the social presence, the automations, the humans answering your phones, the billing, and the fulfillment — so providers can do the only job that matters.
20 minutes. Free. Bring your biggest bottleneck — leave with a plan, whether or not you hire us.
100+clinic engagements to date
7services under one roof
4.9★average client rating
One partner, seven departmentsall in-house
🖥 Web design & development✓
🔍 SEO & local rankings✓
📣 Advertising — Meta & Google✓
📱 Social media✓
⚙️ Automations✓
🎧 Patient coordinators✓
📦 Billing & fulfillment✓
Your Monday emailWeek 37 — plain English, always
Sent ✓
Booked consults112$85 each
Calls answered98%avg 8s
"iv therapy near me"#3▲ 2 spots
Claims filed < 24h100%denials: 2 → paid
Our Story
Born at the front desk, raised in the ad account.
CRMXO started with a pattern we couldn't unsee: brilliant clinics losing patients to a ringing phone, a slow website, an unworked recall list, a claim aging in a drawer. Great medicine, undone by operations. So we built the missing department — one team that owns the whole patient journey, from the first Google search to the paid claim — and we run it with the same discipline your providers bring to care.
Great medicine deserves great operations.
Six things we believe.
They're not values on a poster — they're rules your invoice can hold us to:
One metric per service
Cost per booked consult. Speed to answer. Claims filed in 24 hours. Each service worships a single number you can audit on any Monday.
Compliance is the floor
HIPAA-conscious builds, signed BAAs, health-ad policies respected to the letter. Growth that can't survive scrutiny isn't growth — it's a liability.
Humans where it matters
Coordinators answer your phones. Doctors make clinical calls. Software does everything else — and hands off to a human the moment it should.
You own everything
Your website, your ad account, your data, your patient list. If we ever part ways, you keep it all. We'd rather re-earn you than lock you in.
Plain English, every Monday
A weekly report your front desk can read in two minutes: what we did, what it produced, what's next. No dashboards that need a PhD.
That's the philosophy. Here's what it built.
Book the free growth auditOr keep scrolling — the services below each have a page full of receipts.
What We Do
Seven services. One growth department.
Most clinics juggle a web guy, an ads agency, a billing company, and a prayer. We replaced the juggling: every service below is run in-house, by one team, reporting into one plan — and each has its own deep-dive page under Services.
Web Design
Clinic sites engineered to book — sub-2-second loads, booking-first layouts, built to convert the click your ads paid for.
Sites that book
SEO
Own the searches that fill clinics — “near me”, your services, your name — with content and local signals that compound monthly.
Rank & stay ranked
Advertising
Meta & Google campaigns judged on one number: cost per booked consult. Creative tested weekly, compliance-safe by design.
$85 avg consult
Social Media
A presence patients check before they call — content planned, produced, and posted in your brand voice, every week.
Present everywhere
Automations
Anything repeatable on a computer, running itself: follow-ups, order flows, data syncs, reporting — humans on the exceptions.
120+ workflows live
Patient Coordinators
Dedicated, HIPAA-trained humans running your operations: calls, doctor–patient relay, orders, billing, every follow-up.
Answered in 8s
Billing & Fulfillment
Claims filed within 24 hours and chased to paid; orders placed, tracked, and shipped before lunch — revenue stops leaking.
Filed < 24h
Practice Management
One system for the whole clinic — scheduling, charts, billing, patient portal — replacing the seven tools that don't talk.
Launching soon
Stop juggling five agencies. Hire one department.
Not sure where to start? Start with the bottleneck.
Book the free growth auditTwenty minutes. We find the constraint — phones, site, ads, billing — and tell you honestly which service moves it first.
How We Work
A rhythm, not a retainer.
Every engagement runs the same four-beat rhythm — designed so you always know what we did, what it produced, and what it cost — with no long contracts holding it together. The work does that.
01
The free audit
Twenty minutes, your real numbers on screen — phone reports, ad accounts, rankings, claim aging. You leave with the findings either way; most people frame the honesty.
02
A fixed-scope plan
Priced before we start, scoped in writing, and every patient-facing word — scripts, ads, pages — approved by you before it exists in public.
03
The weekly cadence
Creative rotated, calls QA-scored, claims chased, rankings tracked — then the Monday email: plain English, two minutes, zero jargon.
04
Month to month
You own everything we build, so we re-earn the invoice every month. Our retention strategy is simply being worth it — it has worked 100+ times so far.
Our retention strategy: be worth it, monthly.
The Numbers
Measured the way we measure everything.
A company that preaches one-metric discipline should publish its own. Here's ours, across every service and clinic we run:
100+
clinic engagements
120+
workflows running
$2.1M+
ad revenue attributed
70+ hrs
freed monthly, avg
4.9★
average client rating
Aggregated across active and completed engagements, rounded; individual results vary and are never guaranteed.
The questions we get at hello.
Fair ones, answered straight:
Do you only work with clinics?+
Yes — wellness, telehealth, med spas, IV lounges, and specialty practices. Focus is the product: our scripts, creative, compliance rails, and benchmarks are all clinic-specific, which is exactly why they work.
Can we start with just one service?+
Most clients do. The audit finds your bottleneck, we fix that first, and services compound from there — the ads work better on a faster site, the site converts better with a human answering, the human books more with automations behind her.
Who owns the accounts, the code, the data?+
You do — always and in writing. Websites, ad accounts, patient lists, workflows, reports: if we part ways, everything stays with you, fully documented. No hostages, no export fees, no hard feelings.
How fast can we start?+
The audit happens this week. From there: coordinators and automations go live in about two weeks, ad accounts in the first month, and full website builds in four to six — each with its own supervised launch, never a big-bang gamble.
Still deciding? Bring your questions to the call — it's free.
Book the free growth auditTwenty minutes with the team that would actually do the work — not a sales rep with a script.
Book
Stop juggling agencies.
Start with one growth department.
A 20-minute growth audit. Bring your biggest bottleneck — phones, website, ads, billing — and leave with the plan, whether or not you hire us.
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.