Works with the systems behavioral health actually runs on.
Every call, every chat, every SMS, every VOB result — written into your existing CRM in real time. Not a CSV export. Not a nightly batch. Real-time, BAA-covered, structured-field writes that your counselors and your billing team see the moment the agent ends a call.
What this product does in production.
Contact records, call notes, VOB results, consent records — all written as the conversation happens, not batched overnight.
Two-way sync with Kipu's record model. Counselors see DIAL3D conversation context directly in Kipu screens.
Treatment-center CRM and EHR connectors built for the actual data models, not generic webhook adapters.
Person Account model, custom objects, validation rules — all respected. Production scale across multi-facility Salesforce orgs.
Marketing-attribution close-loop: visitor → call → admit recorded as a single contact lifecycle.
If you run on something we don't natively support, custom connector buildout is 7-14 days.
HIPAA-aligned and 42 CFR Part 2 capable.
BAA included on every plan, including the free Trial. Read the trust center →
Questions about CRM Bridge — Native EHR + CRM Integration, answered straight.
If we don't have an answer, we'll tell you who does.
Email our admit-line team