Our Allied Health CRM solution is built on Salesforce and tailored to the unique needs of allied health providers. From managing referrals to organising practice records and invoices in one secure platform, it helps your practice stay organised, efficient, and ready to grow.

Simplify referrals and compliance management.

Allied health practices depend on strong referral networks and seamless service journeys, yet managing referrals, maintaining compliance, and keeping clients engaged can quickly become overwhelming. That’s where we come in. With Salesforce and our purpose-built CRM solutions, we simplify your daily workflows, strengthen collaboration across your practice, and provide actionable insights to support growth. At the same time, we equip you with the tools to deliver better outcomes and ensure your practice stays future-ready with scalable technology.

Support healthcare professionals with connected workflows.

Our Allied Health CRM, built on Salesforce, is created for professionals such as dermatologists, physiotherapists, occupational therapists, dietitians, and other allied health providers. It brings referrals and administration together in one connected system.

Grow your referral base.

By bringing referrals, billing, and reporting together in a single platform, our Allied Health CRM helps you save time through streamlined workflows, strengthen your referral relationships, and maintain high standards of compliance and security. It also gives you clear, actionable insights through dashboards and reports, while supporting your ability to scale confidently as your practice grows.

Smart Referral Management

Capture and monitor cases from GPs, specialists, and partner clinics with a structured system that ensures no referral is missed. Easily track status, assign ownership, and maintain a consistent intake process across all channels.

Complete Partner View

Combine referral history, and practice information into a single connected record, giving your team full context for every interaction. This unified view enables more informed decisions and improves coordination across care providers.

End-to-End Visibility

Track every step of the journey from referral to service delivery, invoicing, and outcomes. Gain full transparency into operations, reduce bottlenecks, and ensure a seamless experience for partners.

Understand connections between practices, referrers, and referrals to uncover growth opportunities. Visualise networks and identify high-value partnerships to strengthen referral pipelines and expand your reach.

Create invoices quickly and accurately while keeping your revenue cycle running smoothly. Reduce manual effort and errors by integrating billing processes directly into your operational workflows.

Protect sensitive data with a structured, healthcare-ready model designed to meet compliance requirements. Ensure patient information is handled securely with controlled access, audit trails, and built-in governance.

Insightful Dashboards

Analyse referral sources, case types by age groups, and care requests through intuitive dashboards. Access real-time insights that help you monitor performance, identify trends, and make data-driven decisions with confidence.

Featured industry solutions

Manage referrals and care coordination efficiently.

Improve billing, compliance, and operational insights.

Relevant Insights

Allied Health CRM FAQs

What is an Allied Health CRM?

It’s a Salesforce-powered solution tailored for allied health practices. It unites referrals, billing, and compliance in one secure system.

Why do allied health providers need a CRM?

Most allied health providers rely on referrals from GPs, specialists, and clinics. A CRM makes it easy to track referrals and reduce admin workload – while supporting compliance and sustainable growth.

How does Salesforce make a difference in healthcare?

Salesforce provides a secure, flexible platform with automation, analytics, and compliance tools designed specifically for healthcare needs. It adapts as your practice evolves.

Who can benefit from Allied Health CRM?

Any allied health provider – from solo clinics to large multi-site groups. It supports professionals such as dermatologists, physiotherapists, occupational therapists, dietitians, psychologists, and more.

How quickly can Allied Health CRM be implemented?

With quick-start packages, implementation can often be completed in a matter of weeks. Timelines vary depending on your practice size, existing systems, and customization needs.

How does this CRM strengthen referral networks?

By storing detailed profiles of referrers and practices, the CRM helps you build stronger relationships, spot referral trends, and engage key partners with targeted outreach.

What kind of analytics and reporting are included?

You’ll get real-time dashboards and reports with insights into referral sources, revenue trends, and practice performance – giving leaders the clarity to make smarter decisions.

Can Allied Health CRM grow with my practice?

Yes, the solution is built to scale – supporting more locations and services without sacrificing efficiency or quality of care.

Salesforce clouds we live in

Sales Cloud

Service Cloud

Marketing Cloud

Financial Services Cloud

Nonprofit Cloud

Salesforce Platform

Our Salesforce services

Advisory Services

Salesforce Implementation

Salesforce Re-implementation

Salesforce Custom Development

Salesforce Support

Salesforce Integration

The industries we serve

Nonprofit Organisations

Wealth Management

Sales Agency

Allied Healthcare

Membership Organisations

Business Services

Featured industry solutions

Payments for Salesforce

Quickstart Solutions

Nonprofit Solutions

Associations and Membership Management

Allied Health CRM

Order to Cash with Xero & Salesforce

Featured industry solutions

Manage referrals and care coordination efficiently.

Improve billing, compliance, and operational insights.

Relevant Insights

Why Allied Health Practices Need a CRM to Thrive in a Referral-Driven World

From Referral to Revenue: How Salesforce Empowers Allied Health Practices

Transforming Allied Health CRM with Agentforce in Salesforce

Allied Health CRM FAQs