Webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs all land in one store.
Why now
Manual handoffs are costing you leads and risking PHI
Healthcare inquiries get lost between inboxes, spreadsheets and ad platforms. AudienceManager replaces the copy-paste chain with one governed pipeline.
The old way
- ×Patient notes pasted through email and lead threads forwarded by hand, including night-shift copy-paste
- ×Reporting dashboards that never match what the CRMs actually received
- ×Slow routing, so inquiries miss the office that can take the call
- ×PHI exposed to public trackers and advertising flows
- ×No follow-up for inquiries that stall: no consult, no estimate reply, no surgery scheduled
With AudienceManager
- +Every inbound inquiry lands in the right office CRM the same morning
- +Dashboard numbers finally match what the CRMs received
- +Roles, masking, encryption and audit trails cover every PHI view
- +Hashed audience activation across ad networks without exposing raw contact files
- +Automated triggers and queue retries catch stalled inquiries before they go cold
The toolkit
The modules already running in AudienceManager
One platform between every inbound inquiry and the office that can take it.
Data ingestion
Webhooks, Jotform, CallTracking, Facebook Lead Ads and client APIs all land in one store.
Rule-based allocation
ZIP codes, agency maps and client hubs assign each inquiry to the office that can take the call, instead of forwarding threads.
Automated triggers
Queue retries and event-driven CRM dispatch keep stalled inquiries from going cold.
PHI masking
Names, emails, phones and free-text care notes are masked unless the user holds the view-phi permission.
Application-layer encryption
Lead PHI fields are encrypted when written through the Lead model, and API responses mask sensitive values.
Tamper-proof audit trail
Report views, exports, API reads and CRM dispatches are all logged, without storing extra PHI in the log.
Access control
Roles, permissions and super-admin boundaries. Public visitors cannot open reports or PHI screens.
Hashed audience activation
Activate first-party or third-party data audiences on Google, PubMatic, Meta and TikTok without leaking raw contact files.
100%of PHI views covered by roles, masking, encryption and audit
Same morningfrom inbound inquiry to the right office CRM
1single governed store for every ingest source
Step by step
From inquiry to activated audience in four governed steps
A simple route from setup to steady output.
Ingest once
Webhooks, Facebook, Jotform, CallTracking, GHL, HubSpot, Keap and client APIs land in a single store.
Route by rule
ZIP, agency map and client-hub logic sends the inquiry to the office that can take the call.
Dispatch and report
The lead reaches the CRM of record, with every dispatch logged in a tamper-proof audit trail.
Activate safely
Hashed audiences go live across ad networks, with no raw PHI ever exposed to the public web.
How we compare
Manual handoffs vs. AudienceManager
AudienceManagerManual handoffs
Same-morning routing to the correct office+×
Dashboards match what the CRMs received+×
PHI masked, encrypted and audited on every view+×
Hashed audience activation with no raw PHI on the public web+×
Automated retries catch stalled inquiries+×
Plans
Built around your workflow
Each client gets a custom workflow designed for their organization, running on a unique cloud installation used only for their account.
Custom
Custom
A workflow designed for your organization with a dedicated cloud installation.
- + Custom lead routing rules for your offices
- + Unique cloud-based installation for your account only
- + CRM and EHR dispatch with audit trails
- + Hashed audience activation across ad networks
Ready when you are
Put every inquiry in the right hands
See how AudienceManager routes, reports and activates your leads without exposing PHI.
Start on audiencemanager.app→