Patient Marketing Automation

Patient marketing automation platforms automate targeted outreach to prospective and existing patients across multiple channels—email, SMS, search engines, and social media. They aim to drive patient acquisition, retention, and engagement by delivering personalized health information, screening reminders, and promotional campaigns for relevant services.

Unlike traditional appointment reminders or scheduling systems, these platforms focus on patient acquisition or net-new appointments and services. They are also distinct from push-message or email marketing platforms; to be included within our category, vendors must use personalization and automated targeting, as opposed to mass messaging across an entire patient population or basic transactional emails.

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Fertu logo
Fertu

Fertu

Company Info
Founded: 2021
Headcount: 1-10
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice, Health Plan
Product Overview
2 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Fertu is a HIPAA-compliant healthcare-focused marketing automation platform that integrates multi-channel direct marketing including phone, SMS, email, and direct mail. It offers highly customizable outreach journeys, robust data security, and reporting for campaign performance.
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Customer.io

Customer.io

Company Info
Founded: 2012
Headcount: 201-500
Customers
Verified Customers: 6
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
1 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, GDPR
Customer.io offers messaging tools for healthcare, including HIPAA-compliant email and SMS campaigns, data segmentation, and automation for engaging patients across their journey.
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Amazon Web Services

AWS Pinpoint

Company Info
Founded: 2006
Headcount: 5001-10000
Customers
Verified Customers: 7
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, ISO 27001
AWS Pinpoint is a HIPAA-compliant marketing automation service that enables businesses to engage customers across channels like email, SMS, push notifications, and voice messages.
Brado logo
Brado

Brado

Company Info
Founded: 2019
Headcount: 51-200
Customers
Customers Served: Hospital / Health System, Ambulatory Practice, Digital Health Provider
Product Overview
Brado’s Consumer Experience Practice (CEP) for Healthcare offers data-driven marketing and customer engagement solutions for healthcare organizations. It focuses on helping providers, payers, and life sciences companies enhance patient experiences through customer insights, brand strategy, and omnichannel marketing. Brado’s services combine qualitative and quantitative research with advanced analytics to design personalized communication strategies aimed at improving patient engagement and healthcare outcomes.
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Braze

Braze

Company Info
Founded: 2011
Headcount: 1001-5000
Customers
Verified Customers: 3
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2
Braze offers a HIPAA-compliant marketing automation platform with data-driven personalization and multi-channel communication. It enables healthcare organizations to engage patients across channels like email, SMS, and apps, using AI for tailored messaging and journey orchestration.
Cured logo
Cured

Cured

Company Info
Founded: 2018
Headcount: 11-50
Customers
Verified Customers: 12
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HITRUST CSF, SOC 2 Type 2, SOC 2 Type 1, HIPAA
Cured utilizes healthcare data to target appropriate patients and aid in faster customer conversion. It also supports the launch of automated marketing campaigns. Additionally, Cured provides in-platform reporting tools to demonstrate marketing value and track patient conversion results.
Company Info
Founded: 1979
Headcount: 10000+
Customers
Customers Served: Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Epic Cheers is a CRM platform designed for healthcare organizations using Epic. It helps providers manage patient outreach, engagement, and communication by integrating data from Epic to personalize interactions. The platform includes tools for scheduling, marketing, patient feedback, and care coordination, allowing healthcare organizations to improve patient experience and retention. Epic Cheers is primarily used by hospitals and health systems to enhance patient relationships, automate outreach, and track engagement metrics.
Liine logo
Liine

Liine

Company Info
Founded: 2017
Headcount: 11-50
Customers
Customers Served: Hospital / Health System, Ambulatory Practice, Digital Health Provider
Product Overview
Security and Compliance Certifications: HIPAA
Liine is an AI-powered marketing and call tracking platform designed for multisite healthcare, dental, and veterinary practices. It provides real-time marketing analytics, session-level attribution, and call tracking to optimize lead management and ad performance. The platform integrates with EHRs, practice management systems, and over 20 online scheduling tools, enabling practices to track patient acquisition, analyze marketing ROI, and optimize ad campaigns by focusing on booked appointments rather than clicks or calls.
PulsePoint logo
PulsePoint

PulsePoint

Company Info
Founded: 2011
Headcount: 51-200
Customers
Customers Served: Hospital / Health System, Ambulatory Practice, Digital Health Provider
Product Overview
PulsePoint is a healthcare marketing platform that uses real-time data and programmatic technology to deliver targeted health-related advertising and content. It enables life sciences companies, health systems, and insurers to reach specific patient and healthcare provider audiences across digital channels. The platform combines AI-driven audience segmentation, contextual targeting, and measurable analytics to enhance marketing performance and engagement in compliance with health industry standards.
Upfront logo
Upfront

Upfront

Company Info
Founded: 2015
Headcount: 11-50
Customers
Verified Customers: 16
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HITRUST CSF, HIPAA
Upfront Healthcare is a patient engagement platform that offers personalized microsites for patient guidance, interoperability with EHR systems for scheduling, and bidirectional messaging for provider-patient interactions.