Manage Customer Relationships with Faxosaurus

A CRM (Customer Relationship Management) system is a software tool that helps businesses manage their interactions with customers and potential customers. In the healthcare space, those customers are often patients too. It allows you to track leads, manage customer data, and streamline communication to improve relationships and drive growth.

If you have an online presence, you need a CRM because every visitor, inquiry, or interaction is a potential customer or patient. Without a way to capture and manage that data, opportunities slip through the cracks. A CRM helps you organize contacts, track conversations, and follow up at the right time, turning casual interest into real relationships. Whether you're running a small business, freelance service, growing startup, or independent medical practice, having a system to manage your online leads is essential for growing your business.

At the heart of every CRM is data — specifically, data about your customers or leads. And in most cases, that data starts with a form: a lead capture form, a contact form, a support form, or an onboarding questionnaire.

The problem is, traditional CRMs are often overkill. They're built for large sales teams and come with a price tag (and learning curve) to match. If you're an indepedent practice or small business, you don't yet another software solution with 100 features. You just need a simple way to collect, organize, and act on your customer data.

Here’s how Faxosaurus makes that possible:

• Interactive Form Creation

  Build customized forms that collect exactly the information you need -- like patient names, contact details, appointment reasons, insurance providers, or general inquiries -- all tailored to fit your workflow.

• Real-Time Notifications

  Get instantly notified when someone submits a form. No need to dig through databases or wait for batch reports. You're always in the loop and can respond while the lead is still warm.

• Easy Website Embedding

  Forms can be embedded into any webpage: your contact page, landing pages, blog posts, or even customer support portals. We have a WordPress plugin and scannable QR codes you can post in your office. Wherever your customers are, your forms can be too.

• Organized Submissions

  Every form submission is saved and accessible. You can search, tag, and filter entries to keep things organized -- just like a CRM.

• Security and Privacy

  Did we mention Faxosaurus is HIPAA compliant? This means you can collect patient information on your forms and it will be stored and encrypted in a way that meets HIPAA standards. This encryption and audit trails are standard on all Faxosaurus accounts, even if you're not using it for healthcare.

  If you are using Faxosaurus for healthcare, you'll need to sign a BAA.

Wondering how this works in practice? Here are a few simple ways teams are already using Faxosaurus as a CRM replacement:

• Lead Generation and Qualification

  Build a lead capture form with qualifying questions and branching logic. In the dashboard, you can categorize leads by type, source, and priority.

• Patient Onboarding

  Create a detailed onboarding form to collect patient details, goals, preferences, necessary documentation, and e-signatures.

• Feedback and Surveys

  Run Net Promoter Score (NPS) or post-appointment feedback surveys and store all results in one place for future analysis.

• Follow-Up Workflows

  Use notifications to trigger manual follow-ups, or connect Faxosaurus to your other tools (like Zapier or Make) to automate the process.

Faxosaurus plays well with others. You can:

• Have form submissions automatically faxed to your office or EHR.
• Use webhooks or automation platforms to connect with tools like Slack, Notion, Airtable or Mailchimp.
• Build lightweight automation without needing a full-scale CRM platform.
• Embed forms directly in your WordPress website.

If you:

• Run an indepedent medical practice or small business
• Want to pick and choose which features you need and avoid the bloat and pricing of full CRMs
• Need a fast, easy way to manage customer info
• Want dedicated support to walk you through every step of the process

Then Faxosaurus is a smart, scalable solution that fits your workflow -- instead of forcing you into a new one.

You don’t need another complicated SaaS platform to manage your customer relationships. With Faxosaurus, you already have the core building blocks of a CRM:

• A way to collect structured data
• A place to store and search that data
• A trigger to notify you when a customer reaches out

Sometimes simple really is better

Faxosaurus has straightforward, affordable pricing and a variety of integrations with outside systems. Try it today and keep your customer relationships as frictionless as your forms.