Vault CRM
Veeva Systems Inc.
About this app
- Age 10
- Updated Aug 25, 2025
- OS IOS
Editor reviews
Vault CRM is a healthcare-first CRM for clinics, medical device teams, and B2B healthcare organizations. It unifies contacts, referrals, and deals in one secure workspace to streamline patient engagement and sales collaboration.
Core features include a healthcare-tailored pipeline that tracks referrals, appointments, and deal stages; secure messaging and a document vault with role-based access; and scheduling plus workflow automation to eliminate manual follow-ups. With analytics and EHR/billing integrations, it delivers a high-efficiency medical CRM for regulated teams seeking faster growth and better care coordination.
Keywords: healthcare CRM, medical CRM, patient engagement, secure messaging, pipeline management, EHR integration, high-efficiency business CRM
Screenshots
Recommanded games
How to use:
1. Download the app and sign up with your work email, then create or join your organization workspace and set user roles and permissions.
2. Import contacts from CSV or connect integrations to bring in patients, providers, and accounts; tag and segment them for easy filtering.
3. Customize your pipeline stages for referrals, appointments, deals, or cases, and add fields and automations that match your clinical or sales process.
4. Use secure messaging and the document vault to share intake forms, quotes, and care plans, and request e-signatures when needed.
5. Schedule appointments and tasks, enable reminders and follow-up sequences, and monitor performance with dashboards and reports.