Connect, Nurture, and Grow with Hubspot CRM and Octo 360 for Healthcare
A CRM Built to Simplify Communication, Strengthen Alignment, and Improve Patient Engagement
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What Our Clients Say, Real Stories, Real Results
Challenges for Healthcare Providers & Health Tech Companies
Disconnected Teams & Tools
Marketing, admin, and care teams often operate in silos. Disparate systems and tech stacks make it hard to align around patient journeys, follow-up protocols, or cross-functional campaigns.
Communication Inconsistency
From website FAQs to follow-up emails, content is often managed separately across departments. This leads to inconsistent messaging and missed opportunities to build trust with patients.
Lack of Reporting Visibility
Healthcare marketers struggle to prove ROI because reports are stitched together from disconnected tools. Real-time campaign and engagement data is often delayed or unavailable.
Rising Patient Expectations
Patients expect easy scheduling, clear service info, and empathetic follow-ups. If your digital journey doesn’t reflect your clinical excellence, you’re likely losing trust — and leads.
GDPR & Data Sensitivity
Handling patient data in Europe demands strict GDPR compliance. Without secure, compliant systems, healthcare providers risk breaches, legal issues, and loss of patient trust.
Want to Simplify Your Tech Stack While Staying Patient-Centric?
HubSpot helps healthcare organizations unify communications, automate marketing, and improve visibility across teams — all in a HIPAA-conscious CRM.
Why HubSpot for Healthcare — And Why Octo360 Is the Right Partner to Guide You
One CRM, Multiple Care Touchpoints
HubSpot’s healthcare CRM platform creates a connected patient experience by centralizing marketing, sales, and service communications. It gives your team the power to educate, guide, and retain patients — while keeping visibility and security top of mind.
As a HubSpot Gold Partner, Octo360 understands the compliance, complexity, and growth goals unique to medical providers and health tech innovators using a CRM for medical clinics and digital health operations. We help clinics, digital health providers, and multi-location practices implement tailored CRM workflows with scale, automation, and integrity.
Crafted for Healthcare Growth
Octo360 helps you implement HubSpot to improve engagement, reduce manual work, and align internal teams. From European GDPR conscious automation to campaign rollouts approved by legal, we support every detail of your transformation.
Marketing Hub
Drive awareness and educate prospects using SEO, email, social, and PPC — all while tracking which campaigns lead to real appointments or inquiries.
With Marketing Hub + Octo360, you can:
– Use behavioral segmentation to nurture potential patients
– Create automated campaigns for different service lines
– Monitor lead-to-patient conversion performance
Sales Hub
Support your patient acquisition team with automated sequences, intake scheduling, and revenue tracking — personalized at every stage.
Octo360 configures Sales Hub so you can:
– Route leads to the right intake coordinators
– Track touchpoints across phone, email, and in-person consults
– Manage deal flow by specialty or location
Service Hub
Turn new patients into advocates with ticketing, self-service portals, and satisfaction surveys that build long-term loyalty.
With Octo360 and Service Hub, you’ll:
– Build post-care check-in automations
– Create knowledge bases and support portals
– Report on patient satisfaction and service KPIs
CMS Hub
Help patients find what they need, when they need it. Manage your website without developers, with built-in personalization and SEO.
With CMS Hub + Octo360, your team can:
– Create smart content for different patient personas
– Launch location-based landing pages and booking flows
– Keep website messaging aligned across departments
Operations Hub
Maintain clean records, sync across platforms, and protect sensitive data through automated, structured workflows.
With Octo360’s Operations Hub implementation, you can:
– Create compliant automation rules
– Sync with EHRs or intake systems via API or middleware
– Clean, segment, and report on patient journey data securely
Book a Strategy Call with Our Healthcare CRM Experts
Let Octo360 guide your team through a HIPAA-conscious HubSpot implementation designed to boost outreach and streamline operations.
Frequently Asked Questions About HubSpot for Healthcare
Is HubSpot GDPR compliant for healthcare use in Europe?
HubSpot is not a GDPR-certified platform, but it can be used in a GDPR-compliant way when configured properly and not used to store sensitive health data. Octo360 ensures that your CRM setup, marketing workflows, and data handling processes align with GDPR best practices for healthcare providers.
Can HubSpot be used across multiple clinics or locations?
Yes. HubSpot supports multi-location healthcare businesses with flexible permissions, pipelines, and automation rules that allow regional segmentation.
What marketing tools are included?
HubSpot offers SEO tools, blog/content management, email automation, landing page builders, ad campaign integration, and more — all natively built into the CRM.
Can I use HubSpot for patient intake?
While it’s not a replacement for an EHR, HubSpot can manage the marketing-qualified lead (MQL) to intake handoff process. We help you build workflows that route leads to your clinical teams and integrate with your internal systems.
Why work with Octo360?
We specialize in regulated industries. As a HubSpot Gold Partner, Octo360 brings marketing, tech, and compliance experience together to build CRM ecosystems — including health tech CRM implementations — that scale responsibly and deliver measurable results.