Hipp Campus — AI Companion for Therapists

CRM Overview

Our comprehensive Customer Relationship Management (CRM) system is designed specifically for healthcare practices—particularly mental health and therapy clinics. It manages the entire client journey, from first inquiry to full onboarding, with HIPAA-compliant safeguards and integrated analytics.

Core Abilities & Features

1. Intake & Contact Management

  • Centralized Database: Robust structure for storing client contact, clinical, and logistical details.
  • Form Integration: Automatically maps submissions to the correct CRM fields.
  • Detailed Client Profiles: Tracks contact info, assigned clinician, therapy type, insurance, payment, and status.
  • Kanban-Style Pipeline: Visual drag-and-drop board to track client progress from “New” to “Complete”.

2. Integrated Email Communication

  • Direct Email Sending: Connect Google or Microsoft 365 accounts via OAuth 2.0.
  • Secure Authentication: Fully encrypted credential storage and token refresh.
  • Email Templates: Create, manage, and reuse standard messages like “Welcome” or “Intake Follow-Up”.
  • Health Check: Diagnostic tools for connection and sending issues.

3. Advanced Analytics & Reporting

  • Customizable Dashboard: Rearrange analytics widgets and track metrics that matter most.
  • KPIs: Automatically calculates inquiry totals, conversion rates, and scheduling times.
  • Data Visualization: Visual charts showing source mix, clinician load, and top client concerns.
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