Built-in clinic CRM
Give every lead an owner, a clear stage, and a follow-up plan. Moonshot brings your clinic’s pipeline into the same platform as scheduling, charting, and billing.
Performance from $650 · Medical from $1,000 Pricing details
The platform at a glance
A new inquiry needs a response, someone responsible for follow-up, and a clear next step. Moonshot’s CRM gives your team a shared place to manage that work, then convert the lead into a patient when they are ready.
Because the CRM is part of Moonshot, lead management sits alongside the clinical and business tools your practice already needs. You can evaluate one connected workflow from inquiry to ongoing care, instead of treating the move from CRM to EHR as a separate project.
Inside Moonshot
Use Pipeline for a stage overview or List for focused work. Keep lead identity, source, and status visible.
The connected workflow
See how your team can capture an inquiry, follow up, and move into patient care.
Add an inquiry or connect an existing lead source through a supported webhook.
Record an owner, source, notes, and stage so someone is responsible for the next step.
Use email and SMS sequence steps with configured delays and review enrollment status.
Convert the lead to a patient when appropriate. Active lead sequence enrollments are cancelled on conversion.
What changes for your team
Make ownership, follow-up, and patient conversion visible to the whole team.
| The friction | In Moonshot | Why it matters |
|---|---|---|
| Leads spread across inboxes | A shared pipeline and list | Give the team one place to see stage, ownership, and contact details. |
| Follow-up dependent on memory | Configurable email and SMS sequences | Create a repeatable follow-up path with visibility into enrollment activity. |
| Source information lost at handoff | Lead source captured with the record | Keep the origin of the relationship available as the lead moves through the pipeline. |
| A separate CRM-to-EHR transition | Lead-to-patient conversion | Move into patient operations without starting the relationship in an unrelated tool. |
The value of one platform
A separate CRM can still make sense for advanced marketing needs. For clinic-focused follow-up, compare the external subscription, connector maintenance, contact reconciliation, and staff handoffs with the functions Moonshot already includes.
Make an informed switch
A strong fit for cash-pay clinics that need lead tracking and follow-up beside patient operations. If you rely on advanced funnels, ad management, or a specialist call-center tool, validate those needs separately.
Performance from $650 · Medical from $1,000
Per location, per month. See the plan comparison for included users and services.
No Moonshot platform transaction fee. Optional hands-on migration starts at $1,000, quoted by scope. Support during regular business hours.
Review pricing and migration →We’ll show how an inquiry enters the pipeline, gets assigned, receives follow-up, and becomes a patient. Tell us which lead sources and tools you use today so we can focus on what you need.
We’ll also cover integrations, data transfer, and onboarding so you can understand the switch before deciding.
Book a Demo →Questions buyers ask
Moonshot includes a clinic CRM with lead stages, source and owner information, notes, follow-up sequences, and lead-to-patient conversion. Compare your requirements against these workflows before paying for or retiring an external CRM.
Moonshot can cover clinic lead tracking, follow-up sequences, and lead-to-patient conversion. If you also use GoHighLevel for funnels, websites, call handling, or advanced campaigns, compare those needs separately before retiring it.
Yes, through supported webhook connections. We’ll confirm how your form tool sends inquiries and how the lead source is recorded. Connection setup depends on the tool you use.
Yes. Sequence steps support email, SMS, or both, with configurable timing. Provider setup, recipient information, and communication preferences affect delivery. Review and test your sequence before enrolling real leads.
Moonshot provides a lead-to-patient conversion action. The conversion cancels active lead sequence enrollments, helping avoid continuing the prospect sequence after conversion. Review the resulting patient record as part of your team’s handoff.
You can record a lead’s source and add notes about the inquiry. Ask which AI service they used and what they searched for. Automatic source detection is not guaranteed: a person may arrive directly after seeing an AI answer, without a referral link.
Yes. Leads can carry an assigned owner, source, stage, and notes. Your team can use the shared pipeline or list to see who is handling an inquiry and where it stands.
Medical is $1,000 per location per month with one prescriber included. Additional prescribers are $200 per month; supporting staff are unlimited. There is no Moonshot platform transaction fee. Payment-processor charges are separate. Testing businesses can review Performance at $650 per location per month.
See the complete workflow
We’ll show how an inquiry enters the pipeline, gets assigned, receives follow-up, and becomes a patient. Tell us which lead sources and tools you use today so we can focus on what you need.
Book a Demo