Integrated CRM Tools Help Your business Connect With Members and Follow Up On Your Email Marketing

Our fully integrated CRM is your easy-to-use, centralized database and relationship management tool for all your member records.

Simple CRM Tools For Your business Database Management

The HealthActions platform comes equipped with the tools you need to quickly and easily connect with contacts who respond to your email communications, and it also gives you a way to track and manage phone calls, follow up and other communications.

When you access your member records, you can not only view their email click activity, but you can also create follow up messages and track conversations right from within the member list of your HealthActions Dashboard.

Plus, our health and wellness CRM tools are simple, user-friendly and easy enough for anyone to manage.

Track Your Contacts

Right from Within Your Email Platform

We take a deeper dive into your business’ contact database and tie all your email metrics back to your individual members. When you access your member records, you can not only view their click activity, but you can also create follow up messages and track phone calls and other correspondence right from within your HealthActions CRM tools.

The HealthActions database is connected to every interaction generated by your email messaging. You can quickly and easily contact clients and customers and track those touch-points using CRM tools that have been integrated with the HealthActions platform.

Our CRM helps you:

Store and access contact information
Create tasks
Enter notes
Compose and send messages
Log phone calls
Set reminders for follow-up
Create tags and custom fields to group members together
View click activity, saved articles survey responses and other engagement activity associated with each individual member
And much more!

Simple, robust email marketing to help you grow your business

With built-in content, automated email newsletter launches and top-notch customer support, HealthActions delivers the marketing tools you need.