Borna EngageCRM

    A continuous patient lifecycle, intelligently managed

    Track every patient from first lead contact through long-term retention. Automate follow-ups, campaigns, and lifecycle management — so no opportunity is lost.

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    1
    Lead
    First contact
    2
    Contact
    Initial outreach
    3
    Appointment
    Booked visit
    4
    Treatment
    Service delivered
    5
    Follow-Up
    Post-visit care
    6
    Retention
    Long-term loyalty

    What is a healthcare CRM platform?

    A healthcare CRM platform manages the full patient relationship — from the moment a lead first contacts your practice through years of ongoing care. Unlike generic CRMs, Borna Engage is purpose-built for healthcare with HIPAA compliance, EHR integration, and lifecycle tracking designed for patient retention.

    Why healthcare practices lose patients and leads

    Leads fall through cracksNo follow-up after first visitManual recall remindersNo referral trackingZero lifecycle visibility

    What Borna Engage enables

    Patient pipeline

    Track every lead from first inquiry through conversion. Visual pipeline with drag-and-drop stage management.

    Automated follow-ups

    Triggered messages for recalls, no-shows, check-ins, and reactivation — running on autopilot.

    SMS & email campaigns

    Targeted campaigns with patient segmentation, tagging, and performance tracking.

    Referral tracking

    Track and reward patient referral sources. Know which channels bring the highest-value patients.

    Review collection

    Automated review requests after appointments — boost your online reputation effortlessly.

    Lifecycle tracking

    From first visit to long-term retention — see where every patient stands in the journey.

    Convert more leads into patients

    Track every lead from first contact. Automated outreach ensures no opportunity is missed.

    • Automatic lead capture
    • Drip campaign sequences
    • Conversion tracking
    • Source attribution

    Keep patients engaged over time

    Automated recall, reactivation, and engagement workflows keep patients returning.

    • Recall reminders
    • Reactivation campaigns
    • Post-visit follow-ups
    • Loyalty tracking

    How Borna Engage works

    1

    Capture leads

    Every inquiry becomes a tracked lead in the pipeline.

    2

    Nurture & convert

    Automated sequences guide leads to appointment booking.

    3

    Manage lifecycle

    Track patients through treatment, follow-up, and retention.

    4

    Optimize & grow

    AI identifies patterns, predicts churn, and recommends actions.

    What people ask

    FAQ

    Ready to manage the full patient lifecycle?

    See how Borna Engage transforms patient relationships and retention.

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