Auto-populated by the AI receptionist and the EMR. Tracks every lead, patient, follow-up, consult, and revenue line. No double entry. No spreadsheets. No rogue Google Sheets with PHI.
Branding, modules, and access are configured per practice. Data is fully siloed at the database layer — one CRM platform, separate compliant tenancies.
Wellness and longevity practice. Custom modules for membership, peptide protocols, and concierge follow-ups. Tied to its own branded patient portal.
Open workspace →High-volume cosmetic medicine. Lead routing, consult pipelines, and revenue dashboards tuned for med-spa-style funnels. AI receptionist captures every after-hours call.
Open workspace →Stand up a fresh CRM workspace for your clinic in under a week. Brand it, configure your modules, import your existing patient list, and go live with the AI receptionist.
Book a call →A med-spa needs lead funnels and quotes. A primary-care clinic needs labs and prescriptions. Talkya CRM lets every workspace expose only what fits its workflow — no clutter, no surprises.
Every captured call lands as a CRM lead with caller ID, transcript, and qualification score.
Demographics, insurance, allergies, and visit history — synced from the EMR side.
Automated reminders for consults, pre-op, post-op, peptide cycles, and membership renewals.
Owner view of MRR, leads, conversion, no-shows, and per-provider revenue. No exports needed.
Send branded quotes and collect payment. Stripe-backed. PHI never leaves Talkya.
EMR sync, calendar, payments, e-fax, and a webhook layer for the workflows you already run.
15 minutes. We'll show you a live workspace and map yours.