CRM and growth
on autopilot.
Practice Pull combines CRM and automated marketing so you can grow panels without losing the personal touch. Track member journeys and employer deals while newsletters, reviews, and nurture campaigns run in the background.
Everything you need to grow—and keep—your panel.
Practice Pull is the growth engine built specifically for direct care. From first touch to loyal member, track every relationship and automate what matters.
Unified CRM
Track prospects, members, and employer deals in one place. Complete contact history, notes, and lifecycle stages for every relationship.
Newsletter & Email
Send beautiful, branded newsletters and drip campaigns. AI assists with content, you approve and send. Track opens, clicks, and engagement.
Review Management
Automated review solicitation after visits. Monitor and respond to Google reviews from one dashboard. Build your online reputation on autopilot.
Lead Scoring
Automatically score leads based on engagement, demographics, and behavior. Focus your time on prospects most likely to convert.
Deal Pipelines
Visual pipelines for employer deals and high-value prospects. Drag and drop through stages, set reminders, and never lose track of an opportunity.
Multi-Touch Nurture
Automated nurture sequences that move leads through the funnel. Email, SMS, and task reminders—all coordinated and tracked.
Land more employer contracts.
Purpose-built pipeline for B2B employer deals. Track companies through discovery, proposal, negotiation, and close. Coordinate outreach with HR contacts and benefits brokers.
- Visual deal pipeline with drag-and-drop stages
- Proposal and contract tracking
- Activity logging for all stakeholder touchpoints
- Automated follow-up reminders
AI that writes like you.
Our AI learns your voice and creates content that sounds authentically you. Draft newsletters, outreach emails, and social posts in seconds—then edit and send.
Newsletter Content Generation
AI drafts monthly newsletters based on topics you care about. Review, edit, and send in minutes.
Personalized Outreach
AI crafts personalized messages for leads and employers based on their profile and stage.
Review Response Suggestions
Get AI-suggested responses to reviews that sound genuine and professional.
Hi [First Name],
Happy New Year! As we start 2026, I wanted to share some thoughts on preventive care priorities and what's new at the practice...
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Ready to grow your panel on autopilot?
Join the waitlist for Practice Pull and be among the first to automate your practice growth.