Ambi for Healthcare
The CRM for healthcare sales teams that fills itself in.
Ambi reads your team's email and calls and keeps every buying committee, security review and pilot current, with the sentence behind each change. Long cycles stay organized without reps typing notes.
Dr. Karen Walsh, Harbor Health, call with Megan Carter: "Budget is approved, up to $85,000. Daniel Hayes, our CIO, signs off on anything over $50k." Ambi updates the Harbor Health deal: stage Proposal, amount $85,000, Decision maker Daniel Hayes, CIO, Task for Megan Security answers by Thu, Expansion 4 hospitals in Q1.
Where the CRM breaks in healthcare and health tech.
The work happens in email and on calls. The CRM finds out late, or never.
- 01
The buying committee keeps growing
Clinical leads, IT, security, procurement and the CFO each join a thread. The CRM knows two of them.
- 02
Security reviews stall deals
Questionnaires and follow-up questions bounce between people for weeks with no owner or due date.
- 03
Pilots never become rollouts
Success criteria agreed on a call are forgotten by the time the pilot ends.
A day with Ambi in healthcare and health tech.
Example: a day at a 50-person health tech company. Names and companies are made up; every step is something Ambi does today.
- 9:10 AMMeeting to deal update
A new decision maker, from one line
On the call, the CMO said the CIO signs off over $50k. Ambi added him to the deal as the decision maker, with the quote.
- 11:30 AMTasks from promises
The security review, tracked
The hospital's security team sent 12 follow-up questions. Ambi created the task with the due date they asked for.
- 2:40 PMMeeting to deal update
Pilot criteria on the deal
Success criteria from the kickoff call are on the deal, so the rollout conversation starts from what was agreed.
- ThursdayForecast
The forecast reps sign
Each rep places their deals in commit or best case and signs off; the sales head sees who hasn't.
Find your next customers.
Describe the companies you want in one sentence. Ambi researches each one, finds two right people with verified work emails, and drafts the campaign in your voice. Nothing goes out until you approve it.
How prospecting works- Health systems and clinic groups by regionFilter by type, size and state.
- Hiring IT, informatics and operations rolesNew digital or operations leaders often start projects.
- New sites and service linesAmbi reads websites and news for expansions.
Your stages and fields, not a generic template.
When we move your data across, we map the stages and fields your team already uses. A typical setup:
Typical stages
- Discovery
- Clinical champion
- Security review
- Pilot
- Proposal
- Contract
- Rollout
Fields Ambi keeps filled in
- Buying committee (role in decision)
- Security review status
- Pilot sites and dates
- Success criteria
- Number of facilities
- Budget cycle
Works with the tools you already use
- Outlook
- Gmail
- Microsoft Teams
- Zoom
- Google Meet
- DocuSign
- Calendly
- Zapier
Some connections are being added now. Ask on the demo which ones are live for your team. How mailbox access works.
Questions from healthcare and health tech teams
Does Ambi read patient data?
Ambi reads the sales email and meetings each person connects. It is a CRM for your sales team, not a clinical system; keep patient information out of sales threads as you do today.
Can it track a large buying committee?
Yes. Ambi adds new people to the deal as they join threads and calls, with their role in the decision when someone states it.
How does it help with security reviews?
Questionnaire requests and follow-up questions become tasks with due dates and owners, linked to the email that asked for them.
Will Ambi email hospital contacts on its own?
No. Follow-ups are drafted for the rep, who approves each one before it is sent.
See Ambi on your own pipeline.
Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.