Payer-aware scoring, location-based routing, and full attribution from first click to admitted — built for behavioral health, not retrofitted from a sales tool.
Klutch is a CRM platform built specifically for behavioral health admissions workflows. It manages the full patient acquisition pipeline from first website visit through admission, with lead routing by location, payer-aware lead scoring, source attribution tracking, and integration with Salesforce, Kipu, and other behavioral health EMR systems. Klutch connects directly to Cadence (AI intake) and Verafide (benefit verification) to create a unified admissions workflow where every inquiry is captured, scored, routed, and tracked with full attribution from original ad click or organic search to completed admission.
Generic CRMs don't understand payer mix or level-of-care routing. So leads slip, attribution breaks, and marketing spend can't be tied to actual admissions revenue.
HubSpot and a bare Salesforce instance weren't built for level-of-care routing or exclusionary criteria. Inquiries fall into gaps nobody owns.
You can't see which ad, keyword, or referral actually produced an admission — so you keep spending blind.
Nothing routes a patient to the location where their specific insurance yields the most. The margin just evaporates.
From Cadence, a Halo form, or a phone call via CallRail — every inquiry lands in one place, however it arrived.
Scored on payer type, geography, clinical fit, and facility capacity. No more guessing which inquiry is hot.
Sent to the right location-specific admissions queue automatically.
Verafide results ride along with the lead — your team opens it already knowing coverage.
Intake, VOB, clinical screening, admission — every stage visible in one workflow.
The original PPC campaign, organic keyword, AI-search citation, or referral is tied to the admission outcome and payer reimbursement.
Klutch routes each lead to the location where their specific insurance produces the highest yield — clinical fit and geography held constant.
It's the part of the admissions story that generic CRMs simply can't tell: the patient's payer and plan, matched against each facility's preferences and yield data, automatically, before a human ever touches the lead.
Integrations, out of the box.
Multi-location treatment organizations, single-facility behavioral health providers, and behavioral health management companies running admissions at scale.
Klutch can operate alongside Salesforce or as a standalone CRM. For organizations already using Salesforce, Klutch integrates as a specialized behavioral health layer that adds payer-aware routing, admissions workflow tracking, and attribution capabilities that Salesforce does not provide natively. For organizations without a CRM, Klutch provides the complete admissions pipeline management.
Yes. Klutch integrates with Kipu, Salesforce, and other behavioral health EMR systems through API connections. Admission data, patient status, and clinical screening results sync between Klutch and your EMR.
Klutch captures the original traffic source for every inquiry—including specific PPC campaign, ad group, keyword, and landing page. This attribution follows the patient through the entire admissions pipeline to admission outcome, allowing you to calculate true cost per admission by campaign and channel.
Yes. Klutch receives qualified admissions from Cadence with full conversation context. Verafide benefit data is attached to leads automatically. Together, the three products create a unified pipeline from first website interaction through admission.
HubSpot is a general-purpose marketing CRM. Klutch is built specifically for behavioral health admissions—it understands payer mix, level of care routing, exclusionary criteria, and the admissions workflow unique to treatment centers. It also provides attribution from ad click to payer reimbursement, which HubSpot cannot do natively.
Yes. Klutch evaluates the patient's insurance payer and plan type against each facility's payer preferences and yield data. Leads are automatically routed to the location where their specific insurance produces the best reimbursement outcome.
Everything upstream pours into it; Scolex rolls it up.
Routes qualified admissions into Klutch with full conversation context.
Explore Cadence → VerifyAttaches real-time benefit data to every lead automatically.
Explore Verafide → FindCloses the attribution loop from organic keyword to admission.
OrchestrateSyncs Klutch across every location with a portfolio view.
See Klutch score, route, and attribute a real inquiry from first click to admitted — with payer awareness your current CRM can't fake.