Core suite / Behavioral health CRM

LeadFlow

Turn every inquiry into an accountable admissions journey.

Leads, opportunities, admissions, assessments, referral sources and complete client journeys in one purpose-built CRM.

See LeadFlow in action →View the full suite

LEADFLOW / LIVE WORKSPACE

Operating focusBehavioral health CRMConnected to the Flow core

01Unified lead and client recordsCONNECTED

02Opportunities and admissions pipelineCONNECTED

03Structured assessments and readiness contextCONNECTED

04Referral-source relationship trackingCONNECTED

Shared identityPermission awareAudit ready

THE SHIFT

Generic CRMs record activity. LeadFlow is designed to move urgent, high-value healthcare inquiries toward the right next step while preserving the context leadership needs to improve performance.

CAPABILITIES

Everything the work needs.
Nothing generic in the way.

LeadFlow is built around the actual decisions, handoffs and accountability required inside behavioral health crm.

01

Unified lead and client records

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

02

Opportunities and admissions pipeline

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

03

Structured assessments and readiness context

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

04

Referral-source relationship tracking

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

05

Follow-up and communication history

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

06

Complete source-to-outcome client journeys

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

WHAT CHANGES

Move from fragmented work to visible momentum.

Technology earns its place when the team can see what to do, leadership can see what happened, and the system learns from the outcome.

01Give admissions teams one reliable work queue

02Reduce dropped handoffs and invisible follow-up gaps

03Connect marketing source to real operational outcomes

CONNECTED BY DESIGN

LeadFlow does its job.
The suite keeps the context.

Use it as a focused product or connect it across the operating journey. Shared identity and governed integrations eliminate the re-entry that weakens ordinary software stacks.

FormFlowAgentFlowVerifyFlowAdmitFlowBedFlowMarketFlow

Built forAdmissions teamsIntake leadersMulti-location operatorsGrowth leadership

Take control before the next surprise

Find where the operation is coming apart.

Map the gaps across inquiries, admissions, census, staffing, authorization, outcomes, revenue and compliance.

Request a workflow review →