CRM & Lead Management - Breakthrough

One System to Track Every Lead

Built for private practices—one system to track leads from every channel with simple workflows, EMR integration, and AI that converts more while saving time.

Built for private practices—one system to track leads from every channel with simple workflows, EMR integration, and AI that converts more while saving time.

The Cost of Leads Falling Through the Cracks

Most practices rely on sticky notes, spreadsheets, or generic CRMs that are too complicated—so they sit unused. Leads go unanswered. Marketing dollars get wasted. Your reputation takes a hit. Your team gets frustrated, but it's not their fault—systems that weren't built for private practices create the problem.

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81%

Of patients expect a seamless, modern digital experience from their healthcare providers.

Before Breakthrough

Before Breakthrough

  • Leads from multiple sources are scattered
  • No way to tell what marketing is working
  • No visibility into follow-up times or conversion rates
  • Hours wasted on manual data entry
  • Leads fall through the cracks and go unanswered
After Breakthrough

After Breakthrough

  • Every lead captured automatically in one system
  • Clear ROI tracking shows what's working by channel
  • Real-time follow-up tracking and performance visibility
  • AI updates everything—zero manual entry
  • Automated follow-up plans ensure nothing falls through

Features

Our CRM includes everything you need to capture, manage, and convert leads—plus our AI Conversion Agent handles responses and booking automatically.

  • 01

    Multi-Channel Lead Capture

    Automatically pulls in leads from ads, your website, direct mail, phone calls, and every marketing source into one centralized system.

  • 02

    Follow-Up Dashboard with Custom Follow-Up Plans

    See exactly who needs follow-up and when, with customizable plans that tell your team how many touches to make and what to say at each step.

  • 03

    2-Way Texting

    Text patients directly from the platform and track every conversation—no separate apps or phone numbers needed.

  • 04

    EMR + Lead Source Integrations

    Seamlessly connects with your EMR, ad platforms, website forms, and all lead sources—automatic syncing with no double entry

  • 05

    Pre-Built Patient Workflows

    Patient phases like Initial Evaluation, Plan of Care, and Graduation are already configured—and when integrated with your EMR, they automatically trigger campaigns at the right time in each patient's journey

  • 06

    Call Tracking & Recording

    Dedicated tracking numbers for every campaign with automatic call recording—review conversations for training purposes.

  • 07

    Reporting & Analytics

    See marketing ROI by channel, follow-up speed, conversion rates, and team performance—complete visibility into what's working and what's not.

Multi-Channel Lead Capture
Follow-Up Dashboard with Custom Follow-Up Plans
2-Way Texting
EMR + Lead Source Integrations
Pre-Built Patient Workflows
Call Tracking & Recording
Reporting & Analytics
Multi-Channel Lead Capture

Multi-Channel Lead Capture

Automatically pulls in leads from ads, your website, direct mail, phone calls, and every marketing source into one centralized system.

Follow-Up Dashboard with Custom Follow-Up Plans

Follow-Up Dashboard with Custom Follow-Up Plans

See exactly who needs follow-up and when, with customizable plans that tell your team how many touches to make and what to say at each step.

2-Way Texting

2-Way Texting

Text patients directly from the platform and track every conversation—no separate apps or phone numbers needed.

EMR + Lead Source Integrations

EMR + Lead Source Integrations

Seamlessly connects with your EMR, ad platforms, website forms, and all lead sources—automatic syncing with no double entry

Pre-Built Patient Workflows

Pre-Built Patient Workflows

Patient phases like Initial Evaluation, Plan of Care, and Graduation are already configured—and when integrated with your EMR, they automatically trigger campaigns at the right time in each patient's journey

Call Tracking & Recording

Call Tracking & Recording

Dedicated tracking numbers for every campaign with automatic call recording—review conversations for training purposes.

Reporting & Analytics

Reporting & Analytics

See marketing ROI by channel, follow-up speed, conversion rates, and team performance—complete visibility into what's working and what's not.

Why Breakthrough Outperforms

Convert More Leads. Save Time. Know What's Working.

Convert More Leads

Automated follow-up plans and AI responses ensure every lead gets contacted at the right time—no more lost opportunities.

Complete Marketing ROI Visibility

See which campaigns, channels, and ad spend are actually bringing in patients—so you know where to invest and where to cut.

Nothing Falls Through the Cracks

Every lead captured automatically with follow-up tracking, call recording, and 2-way texting—full visibility into every conversation.

Built for Private Practices, Not Tech Experts

Pre-configured patient phases and workflows ready to use—Easy to use and setup.

Seamless Integration

Works great with your EMR, ad platforms, website forms, and every lead source—automatic syncing means no double entry or switching between systems.

Part of Breakthrough’s AI-Powered Marketing System

Automate your marketing. Fill your schedule with the right patients. Save hours of staff time every week.

Trusted by hundreds of practices nationwide

Lindsey Thurman, Director of Marketing

We can continue to grow and don’t have to worry about how patients heard about us or what’s working and what’s not working. With Breakthrough, we’ve got all those statistics right here in front of us.

Lindsey Thurman, Director of Marketing
Plymouth Physical Therapy
Josh Colbert, Owner

Word of mouth and past patients have always been big for us, but we weren’t consistent—and we weren’t on text. Now, we’re adding 10–15 trackable new patients a month. That’s enough to hire another therapist, and it’s one of the easiest tools I’ve ever used.

Josh Colbert, Owner
Performance Therapy Institute
Tony Cere, Owner

We have doubled in two years. I've decreased my PT care load significantly, now only treating 10-20 hours per week to be able to work more on the business vs in the business.

Tony Cere, Owner
Kinetix Physical Therapy
Saranya Kari, Marketing Director

We’re converting more leads and I’m spending 98% less time coordinating, allowing me to stay focused on higher-value tasks, thanks to Breakthrough

Saranya Kari, Marketing Director
Sterling Physical Therapy
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