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Everything You’d Expect From an Enterprise CRM — Built for Behavioral Health

Enterprise-grade automation and flexibility, designed for the business of behavioral health — tracking referrals, verifying insurance, automating follow-ups, and connecting admissions to revenue in one platform.

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Dazos iVerify insurance verification product interface version 3

Generic CRMs Cost you Admissions. Dazos gets them back.

Behavioral health deserves better than generic CRMs

Generic CRMs force your team to adapt to tools that were never designed for them. Salesforce gives you flexibility — but requires a developer every time you want to make a change.

Dazos gives you both: an enterprise-grade CRM your team can fully configure themselves, with workflows and integrations already built for behavioral health out of the box.

CRM module icon version 2 for Dazos behavioral health platform

Purpose-Built, Not Retrofitted

Track referrals, admissions, and outcomes the way your team actually works — not the way a generic sales platform thinks you should.

Configure Without a Developer

Adjust layouts, build automations, add custom fields, and create new workflows yourself — no IT ticket required. Dazos is designed for operators, not developers. Changes that would take weeks (and a lot of cash) in Salesforce take minutes in Dazos.

HIPAA-Compliant Infrastructure

Enterprise-grade security and privacy controls to protect sensitive behavioral health data.

Automated Workflows

Automated follow ups, insurance verifications, and assessments free your admissions team to focus on high-value prospect conversations instead of administrative tasks.

Real-Time Insights

See census, conversion rates, and campaign ROI in one dashboard. Built for Directors of Admissions, not IT. Make data-driven decisions that directly impact revenue, not just activity metrics.

Compliance-Ready Data Management

Audit-ready documentation without extra work. Tracks every touchpoint automatically.

Get Up and Running on Your Schedule — Not Months

Pre-built workflows, industry terminology, and native EMR integrations — so you can launch faster without developers.

Dazos onboarding timeline — get up and running on your schedule

Core Tools that Drive Revenue Growth

Everything you need to manage admissions, referrals, communications, billing, and reporting — all connected in one seamless platform, powered by AI.

Client Journey Tracking

Turn every inquiry and referral into an admission. Dazos tracks the full patient journey from lead-admission-alumni with task assignments, integrations to the EMR and conversion insights so nothing falls through the cracks. Identify stalled prospects instantly and re-engage before they choose a competitor.

Unified Communication Log

End the chaos of scattered emails, voicemails, and text messages. Every interaction — calls, texts, emails, and face-to-face conversations — logged in one chronological thread. Instantly see the full context of every interaction to improve collaboration and keep your team aligned across shifts and locations.

Flexible Configuration

Most enterprise CRMs give you power at a cost — every customization requires a developer, an IT ticket, or a consultant. Dazos is built differently.

Drag-and-drop modules, custom fields, configurable dashboards, and automated workflow rules put your admissions, marketing, and ops teams fully in control of how the platform works — no code, no waiting, no outside help required. Whether you’re a single-facility operator or a multi-location organization, Dazos adapts to your structure.

Automated Workflows

Set rules that trigger actions automatically: lead assignments, follow-up tasks and more. Reduce manual work so your team stays focused on admissions, not admin. Pre-built workflows get you up and running on day one.

Admissions & Revenue Intelligence

Know exactly which referral sources, campaigns, and intake efforts are driving admissions, and what those admissions are worth.

Track conversion rates, marketing ROI, and revenue outcomes in one dashboard built for admissions directors and leadership teams.

What Our Clients Say

Real stories from behavioral health leaders.

Sam Kight

Intake Coordinator, S2L Recovery

Undoubtedly, Dazos’ CRM has helped us measure conversion rates from marketing to admissions. We’re much more efficient as a whole.

Matt Beckwith

Chief Operations Officer, PUR Health

The other CRMs are confusing, bulky and come with tools for employers who sell pieces and parts; they’re not helping people create new lives for themselves.

Ready to Transform Your Behavioral Health Operations?

Streamline admissions, recover revenue, scale alumni engagement and track marketing ROI — all in one platform built for behavioral health facilities.

Dazos platform preview