HIPAA-Compliant CRM and Marketing Automation for Texas Healthcare

Velant is built with security-first architecture (Auth0 authentication, role-based access, and a structured database). HIPAA compliance depends on your organization’s workflow and configuration, so we align access controls, data handling, and audit needs during onboarding.

No. Velant is designed to work alongside your EHR. It helps you capture, track, and follow up with leads faster while keeping your clinical system separate. If you want tighter integration, we can map that during setup.

Yes. Velant is built to help you attribute leads back to marketing sources like Google Ads and Meta, including form and call-based lead capture. During setup, we connect your lead sources so reporting is clean and consistent.

Yes. Velant supports multi-location workflows so you can track performance by location, route leads correctly, and keep reporting organized across your teams.

Setup includes onboarding, configuration to match your workflow, connecting lead sources, and setting up users/roles so your team can start using Velant confidently. The exact scope depends on your locations, integrations, and reporting needs.

Yes. The Velant mobile app is included with the AI Advanced and Enterprise plans.

Velant is a modern CRM dashboard built to help teams manage leads, conversations, and follow-ups in one place. It is designed for high-speed lead response so teams can track lead status, handle activity, and stay on top of what needs action next.

Velant is built for teams that rely on fast follow-up--sales teams, lead response teams, and operations teams that need visibility into calls, messages, lead status, and scheduled activities. It is designed for workflows with multiple owners, multiple lead sources, and frequent follow-ups.

Velant is built to manage core CRM workflows including leads (status, owner, source, last activity, scoring), calls and call activity, messages and notifications, and scheduled activities such as follow-ups, calls, meetings, and tasks.

Velant is designed around actionability: filter leads by status, owner, and date ranges, identify what is new or unread, and take bulk actions like changing status and reassigning ownership. This reduces missed touches and keeps follow-up consistent.

Velant includes a calling workflow designed for daily execution, including a dialer-style interface, a call log for incoming/missed/outgoing calls, and workflow controls like mark read/unread, archive, and schedule follow-up activities.

Velant is designed to support in-dashboard messaging workflows, including composing messages and using templates. If you require specific SMS/email providers or compliance requirements, a demo is the best way to align the setup to your existing stack.

Yes. Velant is built around keeping teams aligned with an activity and notifications feed concept, including filters and unread vs. read workflows, which is useful when multiple people share responsibility across leads and communications.

Velant is designed for real-time data syncing, and the roadmap includes instant dashboard updates as new leads or messages arrive, including a Socket.IO approach.

Velant's roadmap includes AI features designed to reduce manual busywork, such as generating summaries, insights, and automated content connected to CRM workflows. This is planned via the OpenAI API.

Velant uses Auth0 for secure authentication and role-based access, Supabase (PostgreSQL) for CRM data storage, and is hosted on Vercel with modern deployment practices such as SSL.

Velant is deployed on Vercel with a modern workflow that supports version control and automated deployments. This enables fast iteration while maintaining stable, consistent releases.

Velant is built to support workflows where leads come from multiple sources such as web forms and ad-driven channels. If you share your lead sources and communication tools, the integration approach can be mapped quickly.

Request a demo to walk through your current process (lead intake to follow-up to outcomes) and confirm integrations, team roles, workflows, and whether AI automation is in scope for your rollout.

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.

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.

Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.

Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.

Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.

Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.

Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.

Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.

Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.

Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.

Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.

Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.

Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.

The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.