advisornest llc

Healthcare Tailored CRM's

Advisornest delivers a custom-built CRM, powered by Bitrix24, designed for the healthcare industry whether you're managing patient services, medical supplies, healthcare operations, or wellness programs. We streamline sales, operations, task management, marketing, website tools, and inventory control, giving you a system tailored to how your healthcare business actually runs.

Centralized Patient & Client Relationship Management

Advisornest, powered by Bitrix24, helps healthcare providers manage patient records, client communications, and service histories—all in one secure, organized CRM. Whether it’s patient follow-ups, billing contacts, or referral tracking, everything is in one place.

Automated Scheduling, Follow-Ups & Reminders

Easily automate appointment reminders, follow-up tasks, and care plan check-ins. With automated workflows, Advisornest keeps healthcare teams on schedule while reducing missed appointments and improving patient engagement.

Secure Multi-Channel Communication & Case Notes

With built-in tools for email, phone, SMS, and chat, healthcare teams can manage patient communications while securely logging case notes and contact histories. This supports better care coordination and compliance with communication protocols.

Pipeline & Workflow Tracking for Patient Care

Use pipeline views to track patient journeys—from intake and initial consultation to treatment plans and post-care follow-ups. Advisornest helps teams manage both clinical workflows and administrative processes in a clear, visual way.

Real-Time Reporting & 

Care Team Performance Analytics

Stay on top of key metrics like appointment volumes, patient follow-ups, care plan completion rates, and billing cycles. Advisornest delivers real-time reporting to help you improve care delivery, resource allocation, and team performance.

Integration with EHR, Billing & Practice Management Tools

With open API capabilities, Advisornest powered by Bitrix24 can integrate with Electronic Health Records (EHR), billing platforms, and practice management software—helping healthcare providers streamline operations without jumping between systems.

Professional Plan

Annual
Fixed
$2,388

Professional Annual Plan 100 users with full access to advanced CRM, project management, automation, and business tools all in one platform. It’s built for growing teams that need complete control over sales, tasks, workflows, and team collaboration at a fixed annual cost.

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Enterprise Plan

Annual
From
$4,788

The Enterprise Plan is built for large organizations starting at 250 users with the flexibility to scale. It packs advanced CRM, business process automation, and powerful collaboration tools, all designed for multi-branch operations. You’ll also get priority customer support, top-tier security, and flexible deployment options to handle even the most complex business needs.

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Implementation  

One Time
From
$1,500

Advisornest creates a tailored implementation package for your company, handles software setup, and customizes every step to fit your needs  plus, we provide complete training and onboarding materials to set your team up for success.

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