Click / Ad / Form
A lead arrives from a click, ad, or form submission. Source and intent data are captured immediately.
For healthcare intake, admissions, and marketing teams
Velant is live. HIPAA-compliant AI CRM for healthcare lead tracking, calls, and follow-up.
Unlimited users • Pay only for usage • Built for time-sensitive leads
The gaps
Healthcare loses leads in the gaps.
Disconnected intake channels create blind spots between the first click and the booked appointment.
The result: missed leads, higher costs, and slower growth.
- 01
Leads arrive fast—follow-up doesn’t.
- 02
Calls, texts, forms, and ad platforms don’t talk to each other.
- 03
Teams can’t track what’s working—so budget gets wasted.
One system from clicks → communication → conversion.
One system fromClicksCommunicationConversion
Velant is an AI-powered CRM built for healthcare growth—combining communications, lead tracking, automation, and reporting in one platform.
Journey flow
Workflow
A premium lead workflow that stays in motion.
Track each step from first click to reporting with a clear, mobile-first view that keeps the team aligned.
Call / SMS
Outbound call and SMS outreach begins right away. The lead is acknowledged and routed to the right owner.
AI Monitoring
AI watches for replies and engagement signals across channels. It keeps the thread active without manual polling.
Follow-up Workflow
If there is no response, a timed follow-up sequence starts. Messaging stays consistent and compliant.
Client Re-engages
The client re-engages and the workflow elevates them to the team. Handoffs are clear and tracked.
Appointment / Admissions
Scheduling and admissions are coordinated in one flow. Next steps are confirmed and documented.
Lead Matrix Reported
Outcomes roll up into reporting for visibility and ROI tracking. The lead matrix stays current.
The Velant journey
Every scroll is a chapter in the patient acquisition story.
Velant connects each step into one flowing narrative, so teams never lose context from first click to lifetime value.
Nothing Slips.Everything Converts Automatically.Advanced AI Follow-Ups.SEO Content from Objections.Enterprise-Ready Controls.
CUSTOM CRM + WORKFLOW ENGINE
Custom CRM. Built for Your Workflow.1
Build forms, fields, and automations that match your process—so leads move seamlessly from first click to reported outcomes.
01Capture
02Engage
03Convert & Report
01Capture→
02Engage→
03Convert & Report
- Custom forms & fields
- Workflow Studio automations
- Dashboards & team reporting
1. Available on Enterprise Packages Only
Custom CRM & Workflow Engine
DashboardsAutomationsWorkflows
Custom Forms
Field Builder
Workflow Studio
CRM Blueprint
Lead Tracking
Lead Tracking & Source Attribution
See every channel, every touch, and every source in one view.
- Track every phone call source + online application
- Track every landing page
- Filter spam
- Offline conversion uploads (Growth+)
Conversations
Conversations (Unified Inbox)
Keep every communication, document, and record tied to the lead and owner.
- SMS, WhatsApp, and Email in one thread
- Inbound and Outbound document history.
- Shared team inbox + internal notes
- Advanced AI responses
Calling
Calling & AI Notetaking
Call from desktop or mobile with AI notetaking and lead linking to make workflows easier.
- Built-in dialer + mobile app2
- Call recording + AI notetaking
- Searchable transcripts
- Missed-lead visibility + faster handoffs
2 - Available on AI Advanced and Enterprise packages only
Pipelines
Pipelines, TasksOwnership
Move leads through intake with clear stage ownership.
- Intake pipeline stages + opportunity cards
- Tasking and next-step ownership
- Clear visibility into current stage of the lead
Automations
Automations & Workflows
Trigger follow-ups and rules without manual effort.
- Multi-step workflows with delays + branching
- Quiet hours + escalation
- Automated advanced AI content creation based on objection
Reporting
Reporting & KPI Dashboards
Understand ROI, response speed, and funnel health.
- Cost per lead / conversion visibility
- Conversion rate + funnel performance
- Response time, talk time, texts
- Track team performance and individual performance
- Track anything with custom widgets and custom dashboards
Documents
Documents & Clinical Notes Workspace2
Capture intake details and clinical notes in one workspace.
- Form builder + templates
- Clinical notes + sign/lock
- Send secure links via email + sms
- Custom Workspaces and Notes1
1. Available on Enterprise Packages Only2. Available only on AI Advanced and Enterprise Packages Only
Your team can work from anywhere.
AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Always connected. Convenient access.
PLANS & ACCESS
Unlimited users. Investment scales with usage.
One-time implementation investment: $1,000 (onboarding + configuration).
MonthlyAnnual (best value)
Core
$99/month
Unlimited users • 5 tracking numbers included
- Dynamic tracking numbers (DNI) + web forms
- UTM + GCLID/FBCLID capture
- Unified inbox for calls + messages
- Pipeline stages + task ownership
- KPI dashboards + attribution
Scale
$299/month
Unlimited users • 10 tracking numbers included
- Everything in Lite
- Multi-step workflows with branching
- Quiet hours + escalation
- DNC/opt-out management (Growth+)
- Offline conversion uploads (Growth+)
AI Advanced
$399/month
Unlimited users • 20 tracking numbers included
- Everything in Growth
- Call AI summaries + quality scoring
- Next-Step Coach after every call
- Transcript search + redaction (AI Pro+)
- Content Engine drafts (AI Pro+)
Enterprise
Customtalk to sales
Unlimited users • Custom tracking numbers included
- Everything in AI Pro
- SSO/SAML + Compliance Pack
- Multi-location governance + routing
- Custom tracking number pools
- Priority SLA + success team
Minutes
10¢ / min
SMS
5¢ / msg
MMS
8¢ / msg
Extra numbers
$3 / number
You only pay for what you use.
Compare plans
Review every plan feature, from tracking coverage to AI guidance.
Designed for single-location teams starting with tracking.
Unlimited usersIncluded
Tracking numbers included5
Lead source tracking (DNI, UTMs, GCLID/FBCLID)Included
Call + SMS + WhatsApp + EmailIncluded
Unified inbox + internal notesIncluded
Pipeline stages + task ownershipIncluded
KPI dashboards + attribution reportingIncluded
Multi-step workflows with branching—Not included
Quiet hours + escalation logic—Not included
DNC / opt-out management—Not included
Offline conversion uploads—Not included
SSO / SAML + Compliance Pack—Not included
Multi-location governance + routing—Not included
Custom tracking number pools—Not included
Priority SLA + dedicated success team—Not included
FAQs
Is Velant HIPAA compliant?
Velant is built for HIPAA-aligned workflows and includes enterprise-grade options (SSO/SAML + Compliance Pack) for organizations with stricter requirements.
Do we need to replace our EHR?
No. Velant focuses on lead tracking, communications, follow-up, and performance reporting—so your EHR doesn’t have to do sales and marketing.
Can we track leads from Google Ads and Meta?
Yes—Velant captures source data (DNI, UTMs, GCLID/FBCLID) and supports offline conversion uploads on Growth+.
Do you support multiple locations?
Yes—Enterprise is designed for multi-location teams with advanced tracking number capacity and governance.
What’s included in the setup fee?
Configuration, onboarding, and initial setup so your system is ready for real operations—tracking, workflows, and reporting included.
Do you have a mobile app?
Yes—AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Who is Velant best suited for?
Velant is built for healthcare organizations, multi-location clinics, and high-volume lead teams that need faster response times, better attribution, and clear visibility into calls, messages, and follow-ups.
Is Velant a CRM or an EHR?
Velant is a CRM platform focused on lead management, communication, and workflow execution. It is not an EHR and is designed to complement—not replace—your clinical systems.
Does Velant support role-based access?
Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.
Can Velant track phone calls as leads?
Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.
Does Velant support call attribution?
Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.
Can Velant handle high call and lead volume?
Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.
Does Velant work for multi-user teams?
Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.
Can Velant automate follow-ups?
Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.
Does Velant provide reporting and analytics?
Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.
Is Velant cloud-based?
Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.
How long does onboarding take?
Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.
Does Velant support custom workflows?
Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.
Can Velant integrate with third-party tools?
Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.
How do we get started with Velant?
The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.
Stop leaking leads. Start converting them.
Book a demo and see Velant’s tracking, inbox, pipeline, and AI follow-up—working together in one place.
Please do not include any protected health information (PHI) in your request.
Fast reply. No pressure. We’ll tailor the demo to your workflow.
Request a demo
grow@velant.ai
Fast scheduling for healthcare intake, admissions, and marketing teams.
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