ZynReach Healthcare CRM
ZynReach Healthcare CRM is a web-based CRM for managing healthcare referral partners, patient acquisition campaigns and intake follow-up.
What ZynReach Healthcare CRM is
ZynReach Healthcare CRM is a web-based CRM for managing healthcare referral partners, patient acquisition campaigns and intake follow-up. Its workflow tracks a referral from receipt through lead qualification and intake scheduling, then automates follow-up. The product provides referral and patient acquisition tracking in a CRM pipeline, along with reporting on referral sources and conversions. It is scoped to contact, referral, CRM and marketing data, not clinical records or PHI; HIPAA support is listed as unavailable. CRM tools also include unified customer profiles, opportunity pipelines, activity capture, pipeline intelligence and revenue forecasting. AI features include relationship summaries, suggested next actions, deal scoring, risk detection, follow-up generation and next-step prediction. Listed integrations include Google Workspace, Microsoft 365, Stripe, QuickBooks, Zendesk, Intercom, Looker, Google Analytics, Slack, Microsoft Teams, a REST API and webhooks. Starter costs $29 a month, billed $29 per user per month, and Growth costs $79 a month, billed $79 per user per month. Both have free trials with no credit card required; Enterprise begins with a guided demo and has custom pricing.
Good
- Tracks referral and patient acquisition pipelines.
- Automates intake follow-up sequences.
- Reports on referral sources and conversions.
- Offers a free trial for Starter and Growth.
- Integrates with Google Workspace and Microsoft 365.
Watch out
- No free plan.
- No HIPAA support.
- Not for clinical or PHI records.
- Enterprise pricing is by custom quote.
Who it suits
It suits healthcare marketing and CRM teams handling referral relationships, patient acquisition and intake follow-up rather than clinical records. Teams needing HIPAA support or clinical/PHI record handling should look elsewhere.
Verdict
ZynReach provides healthcare-focused referral tracking and intake follow-up within a broader CRM. Its stated scope excludes clinical and PHI records, so it is not a clinical records system.
Plans and prices
From ZynReach Healthcare CRM's own pricing page, checked 4 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $29 a month | Up to 3 marketing automation workflows · 1 custom pipeline stage · community support · $29/ user / month |
| Growth | $79 a month | Unlimited automation workflows · unlimited custom pipeline stages · priority support · $79/ user / month |
| Enterprise | Priced on request | Two-factor authentication (TOTP) · advanced access controls · audit logs · data residency controls · dedicated CSM and onboarding · custom SLA · custom quote |
The facts
Each one read from ZynReach Healthcare CRM's own pages, with the date it was checked.
What it does
- AI features
- CRM AI features include relationship summaries, suggested next actions, deal scoring, risk detection, follow-up generation, and next-step prediction.checked 4 Oct 2001
- Clinical data limitation
- The maker says ZynReach's CRM and marketing tools handle contact and referral data, not clinical or PHI records.checked 4 Oct 2001
- Compliance scope
- The healthcare page directs readers to security and compliance pages for data-handling scope and states that the product handles CRM and marketing data rather than clinical or PHI records.checked 4 Oct 2001
- CRM features
- The CRM page describes unified customer profiles, opportunity pipelines, automated activity capture and follow-up, pipeline intelligence, and revenue forecasting.checked 4 Oct 2001
- Founding
- The About page describes a founding stage in its timeline but does not state a calendar year.checked 4 Oct 2001
- Healthcare capabilities
- The healthcare page highlights referral and patient acquisition tracking in a CRM pipeline, automated intake follow-up sequences, and referral-source and conversion reporting.checked 4 Oct 2001
- Healthcare proof point
- The healthcare page says no healthcare customer story is published yet and describes its example as a representative referral workflow.checked 4 Oct 2001
- Healthcare use
- ZynReach is presented as a CRM for healthcare referral partners, patient acquisition campaigns, and intake follow-up, scoped to marketing and CRM data rather than clinical records.checked 4 Oct 2001
- Integrations
- Listed integrations include Google Workspace, Microsoft 365, Stripe, QuickBooks, Zendesk, Intercom, Looker, Google Analytics, Slack, Microsoft Teams, a REST API, and webhooks.checked 4 Oct 2001
- Security controls
- The Enterprise plan lists TOTP two-factor authentication, advanced access controls, audit logs, and data residency controls.checked 4 Oct 2001
- Support
- The pricing page lists community support for Starter, priority support for Growth, and a dedicated customer success manager for Enterprise.checked 4 Oct 2001
- Workflow
- Its healthcare workflow covers referral received, lead qualification, intake scheduling, and automated follow-up.checked 4 Oct 2001
The company
- Headquarters
- Giza Governorate, Egyptchecked 28 Sep 2001
- Maker and location
- ZynReach says it is powered by Zyntra Digital and lists an address at 63 C Al Ashgar Street, Al Haram, Giza Governorate 12556, Egypt.checked 4 Oct 2001
Money
- Trial
- Starter and Growth include a free trial with no credit card required; Enterprise starts with a guided demo.checked 4 Oct 2001
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