Onpipeline

OnPipeline is a CRM platform with HIPAA-compliant capabilities, designed for organizations that need to manage contacts, sales pipelines, and operational workflows while handling protected health information. The platform includes a signed BAA and the technical safeguards required under HIPAA.

Core features include visual pipelines for tracking patient intake or referral stages, activity logging for calls and emails, appointment scheduling through an online booking tool, lead capture via web forms, automated follow-up workflows, and integrated invoicing. OnPipeline is a general-purpose CRM with HIPAA compliance layered in, which means it can also serve non-clinical operational needs like managing vendor relationships or outreach campaigns alongside patient data.

Integrations: iPlum provides a Rest API which can be integrated to most common systems.