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.

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.