LeadSquared is a cloud-based CRM and Marketing Suite specifically designed to meet the unique needs of the healthcare industry. Our HIPAA compliant platform allows healthcare providers to manage patient data securely, ensuring that sensitive information is protected by encrypting data and limiting access to authorized personnel. Designed to improve the patient journey, LeadSquared’s marketing automation creates personalized communications which increases patient engagement and satisfaction, while reducing the workload on staff. Healthcare providers can use the platform to send targeted messages, such as intake forms or reminders for follow-up care, based on the patient’s individual needs. LeadSquared provides a connected patient view, generating reports and data analysis which can be used to create informed marketing campaigns. The platform can identify trends in patient behavior and preferences, enabling healthcare providers to create targeted campaigns that resonate with their audience. The results lead to improved patient acquisition and retention rates, ultimately leading to better business outcomes for healthcare organizations.

LeadSquared is a new-age SaaS platform that provides end-to-end sales, marketing, and onboarding automation solutions.

The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 2000+ enterprises across 40 countries enhance their sales efficiency.

Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru with a local presence in New Jersey, Philippines, South Africa, Australia, and Indonesia.

Interactive notifications let patients know when they've been referred, book, and get real-time confirmation. Patients can receive automated reminders to finish scheduling a referral on a cadence, depending on the organization's workflows and needs. Patient bookings are integrated directly with the EHR schedule, and providers can be notified when a patient completes scheduling.

Increase rates of referral conversion to completed appointments, cut out the phone tag for staff, and streamline patient acquisition with self-service opportunities for patients.

Luma was founded on the idea that healthcare should work better for all patients. Instead of a disconnected experience, where patients are forced to be their own healthcare advocates and provider teams struggle to reach their patients, every point along the care journey should be simple, seamless, and effective. 

Luma’s Patient Success Platform™ empowers patients and providers to be successful by connecting and orchestrating all the steps in the patient journey, along with all the operational workflows and processes in the healthcare ecosystem.

Headquartered in San Francisco, Luma serves more than 650 health systems, integrated delivery networks, federally qualified health centers, specialty networks, and clinics across the United States, and today orchestrates the care journeys of more than 35 million patients.

1. Patient Acquisition Focused
2. Keep potential patients and actual patients separate (CRM vs. EHR)
3. Systematically engage potential patients

1. End-to-end HIPAA Compliant Platform
2. Customer Relationship Management (CRM) and Marketing Automation Platform in one system
3. LeadSquared implements the system vs. a third party 

Luma's referral workflows fill a gap left by many EHR systems; the integration of external communication tools with EHR enables end-to-end, closed-loop referrals without the manual phone calls, touch points, and reminders typically required from clinic staff.

Luma's deep integration, breadth of market-leading platform solutions, and connection across a healthcare organization's tech stack makes next steps delivered to patients and staff more informed and actionable, differentiating our platform from patient engagement and experience vendors.