Vault CRM

Vault CRM is a healthcare-first CRM for clinics, medical device teams, and B2B healthcare organizations. It unifies contacts, referrals, and deals in one secure workspace to streamline patient engagement and sales collaboration. Core features include a healthcare-tailored pipeline that tracks referrals, appointments, and deal stages; secure messaging and a document vault with role-based access; and scheduling plus workflow automation to eliminate manual follow-ups. With analytics and EHR/billing integrations, it delivers a high-efficiency medical CRM for regulated teams seeking faster growth and better care coordination. Keywords: healthcare CRM, medical CRM, patient engagement, secure messaging, pipeline management, EHR integration, high-efficiency business CRM