AI CRM for healthcare industry

Connect patients, shifts, professionals, headquarters and care in a single operation. Frontline keeps the context up to date and works together with your team by WhatsApp, email, calls and web chat.

Claude Opus 4.8

Claude Opus 4.8

TRUSTED BY
500FacephiAntarkaLatitudMarco500FacephiAntarkaLatitudMarco

HEALTH

The brain of your attention operation

01

A CRM for patients, doctors, shifts and teams

Model patients, doctors, shifts, locations, referrals, coverage and consultations with the fields and relationships of your operation. Frontline adapts to your processes and coexists with the systems you already use.

Diego Pereira
Derivation
Referral to Neurology

Prioridad preferente

Patient
Diego PereiraDiego Pereira
Origin
medical clinic
Destination
Neurology
State
Earring
Date
<bx id="1"/>23 Apr 2026:
Next step
Coordinate shift
02

The working memory of each patient

WhatsApp, email, calls, web chat, shifts and administrative follow-ups are brought together in a single timeline so that each team understands what happened and what the next step is.

Google Calendar

Shift request received

12 Abr

Lucía requests a cardiological check-up for the following week through WhatsApp.

03

Max coordinate your care operation

Prioritize pending confirmations, reschedules, referrals and follow-ups with an assistant that works on the authorized context of your CRM.

Claude Opus 4.8

04

An AI agent to manage shifts

Help each patient find availability, schedule or reschedule appointments, receive confirmations and resolve changes without depending on calls or waiting.

Agent Summary

Leo · Shift management

Active · responds in ~3s

WhatsAppInstagramMessenger

Shifts

412

Confirmed

91%

Rescheduled

68

Coordinated Shifts · 7 days

The data model

A CRM that molds to your operation

[01]
Create field

Field name

Total Amount

Field type *

Formula
Text
Number
Formula

Custom fields

Tailor every field to capture exactly what you need to track.

[02]
Companies10 fields
nombre
text
documento
text
cobertura
relationship
sede
relationship
estado
select
Contacts14 fields
nombre
text
especialidad
select
matrícula
text
sede
relationship
disponibilidad
select
Deals8 fields
paciente
relationship
estado
select
profesional
relationship
fecha
date
sede
relationship
Derivaciones15 fields
paciente
relationship
origen
relationship
destino
relationship
prioridad
select
estado
select
Many to many

Relationships between objects

Link objects to each other and model any data structure.

[03]
CRM Data Action

Action

Change Record Type
Search Records
Search by ID
Create Record
Update Record
Delete Record
Change Record Type

Workflows on your data

Automate decisions on the most reliable dataset in your operation.

[04]
DealStandard
Company
relationship
Stage
select
Amount
currency
Close date
date
Owner
relationship
ContactStandard
Title
text
Channel
select
Company
relationship
Email
email
Phone
phone
CompanyStandard
Industry
select
Employees
number
Domain
url
Owner
relationship
Region
select

Objects and record types

Model companies, contacts, deals and anything else, with flexible types.

Everything you need to coordinate health with AI

Google Calendar

Google Calendar

Shift request received

Lucía requests a cardiological check-up for the following week through WhatsApp.

Activities

Bring every customer interaction into one clear, always-current timeline.

Reports

Decisions about an always-current operation

Request reports in natural language and converted shifts, demand, attention and capacity into dashboards ready to operate and share.

Claude Opus 4.8

Build

Shifts and operational capacity

View shifts, confirmations, attendance, demand and availability in a dashboard created on the data of your CRM.

CRM FOR AI AGENTS

Your health operation, available for Claude and your coding agents

Expose patients, professionals, shifts, locations, referrals and authorized workflows through APIs, tools and commands so that your agents work with permissions and real context.

Claude
Codex
Cursor
Hermes

Deals

crm.agent.ts
// generado por tu agente
import { FrontlineObject, Contact, Deal } from "@frontline/sdk"
 
export default function PipelineAgent() {
return (
<FrontlineObject
label="Deals"
groupBy="stage"
>
<FrontlineObject.Field name="company" type="text" />
<FrontlineObject.Field name="amount" type="number" />
<FrontlineObject.Field name="channel" type="text" />

Enterprise security and partnerships

SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.

SOC 2 and access control

We meet the highest standards of security, availability, and confidentiality to protect your data.

AICPA SOC

CASA Tier 2 verified

Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

Tier 2CASACertified

Meta Business Partner

Direct access, priority support, and official best practices for WhatsApp Business API.

Zonamerica
“An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
Martin DovatCEO, Zonamerica

Frontline FAQ for Health

Do you have another question? You can schedule a demo.

Get started with Frontline today