— MOVE CRM

From First Contact to Booked Patient. Nothing Falls Through.

MOVE connects your lead flow to your bottom line, automatic follow-up on every inquiry, and clear visibility into what’s actually converting.

Done-For-You Setup

HIPAA Compliant

Automated Follow-up

Built for Clinics

— What ships

What MOVE actually delivers

01 / PIPELINE

Unified lead inbox

Every inquiry — Google, Meta, organic, referral, phone — lands in one queue. Sorted by heat. Scored by intent. Assigned in seconds.
02 / ROUTING

Smart routing rules

Route by location, insurance, specialty, urgency. Round-robin to staff or auto-assign to AI. Escalate when stakes require it.

03 / JOURNEY

Patient-journey automation

Pre-built sequences for TMS, ketamine, wound care, and more. Trigger by behavior. Edit anything. HIPAA-safe at every step.

04 / ATTRIBUTION

Real revenue attribution

Tie every signed consent back to the keyword, ad, or channel that produced it. Kill underperformers. Double down on winners.

05 / SCHEDULING

Two-click scheduling

Patients book themselves. Staff confirm with one tap. Reminders, reschedules, and no-show recovery all automated.

06 / REPORTING

Boardroom-ready reports

Pipeline, show rate, cost per booked consult, ROAS — every metric your leadership cares about, exportable in a click.
— why Move crm

Elevate Your Mental Health Practice with MOVE CRM

Our CRM software is tailor-made for mental health practices, focusing on treatments like TMS, ketamine, and Spravato, offering a comprehensive solution to streamline operations and improve patient management. It allows for efficient handling of patient information, appointments, and treatment plans through a single system, reducing paperwork and administrative tasks.

MOVE CRM Graphics

Additionally, it facilitates direct communication with patients for appointment reminders and personalized updates, enhancing patient engagement and relationships. The software also provides detailed reporting and analytics for insights into patient demographics, treatment outcomes, and marketing effectiveness, enabling data-driven decisions to optimize services and practice growth.

Real revenue attribution

Comprehensive understanding of workflows across different mental

Intuitive, user-friendly interface for time-saving management.

Emphasis on optimized patient outcomes and clinic efficiency.

Growth-focused insights and analytics

Personalized, secure, & HIPAA-compliant

Let MOVE CRM automate patient outreach, track treatment progress, and gather essential data to refine your clinic’s success.

Ready to run the engine on your practice?

Book a demo.

20 minutes. Real numbers. A quote if we’re a fit — an honest referral if we aren’t.

Not sure which services you need?

We'll tell you straight.

Book a 20-minute discovery call. We’ll map the stack your practice needs and quote accordingly — or refer you out if we’re not the fit.

Beyond Marketing | TMS & Ketamine Marketing

Get Started Now

Beyond Marketing team designing a medical clinic website
Conversion-focused clinic homepage layout
Beyond Marketing web design portfolio example