Role-based licensing
Each license is built for a specific role on your team. Every seat includes onboarding, training, and support.
Business Development License
For BD reps building referral partnerships and driving inbound volume.
- Build and manage referral partner accounts
- Log every touch point — meetings, lunches, site visits, calls
- Track which partners are actually driving admissions
- 90-day attribution window per referral source
- Monitor channel ROI and BD activity by rep
- Manage HLOC relationships and case consultations
Mix & match add-ons
- Coordinator License
- Alumni License
Coordinator License
For admissions coordinators running intake from first call to admission day.
- Handle inbound calls with a guided talk track teleprompter
- Manage every lead through the full 12-stage pipeline
- Send HIPAA-compliant texts and emails from one place
- Run insurance verification (VOB) without leaving the CRM
- Schedule pre-screenings and admissions in one click
- Follow-up alerts so no lead falls through the cracks
Mix & match add-ons
- Business Development License
- Alumni License
Alumni License
For alumni relations teams driving long-term engagement and re-admissions.
- Run email and SMS campaigns to your full alumni cohort
- Collect Google reviews and satisfaction surveys
- Host alumni events and manage RSVPs
- Reach out to struggling alumni and connect them back to care
- Track sobriety milestones and PHQ-9 check-in scores
- Quarterly engagement, relapse, and readmission reports
Mix & match add-ons
- Coordinator License
- Business Development License
Frequently asked questions
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