TrustRadius: an HG Insights company

MyMedLeads

Score1 out of 10

1 Reviews and Ratings

What is MyMedLeads?

MyMedLeads is a lead management and sales automation tool for medical practices that uses call tracking software and website integration to capture, track and convert more leads into paying patients. The vendor says that automated sales funnel workflows drive action and eliminate tedious processes, like creating follow-up lists, tracking response time, sending marketing emails, recall messages, and patient reminders. ROI tracking tools quantify the financial value of each marketing investment your practice makes, helping you transform your advertising process into a performance-oriented revenue driver. MyMedLeads integrates with leading practice management software.

Top Performing Features

  • Lead management

    This includes lead generation, scoring, qualification, routing, and nurturing.

    Category average: 7.7

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

Areas for Improvement

  • Task management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 8.4

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 7.5

MyMedLeads - Look elsewhere for Medical CRM

Use Cases and Deployment Scope

We use MyMedLeads to manage upper funnel inquiries and leads, before we are ready to enter them into our EMR (Nextech) when they reach the deeper funnel stages (become patients, etc.). We use it for essential CRM functions as well as basic marketing automation (drip email marketing, SMS, and lead tracking). MyMedLeads is integrated with our EMR, Nextech, and is able to create a new patient record within Nextech straight from MyMedLeads, which is one of the most important features. Allows us to support our Patient Care Coordinators in managing and responding to new inquiries efficiently, as well as tracking marketing ROI by campaign/medium.

Pros

  • Ability to create a patient record within Nextech directly from MyMedLeads
  • HIPPA-Compliant
  • Good support team

Cons

  • In my opinion, horribly underdeveloped platform and feature set
  • Bare-Bones CRM Functions
  • I believe it is broken, untrustworthy reporting
  • SMS marketing features recently shut down due to carrier issues
  • I think it is difficult to use, inefficient UI
  • No customization options
  • Lead source not mapped to Nextech when converting leads
  • I believe it is cumbersome, low-quality solutions for VOIP and Live Chat Integration
  • Closed API

Return on Investment

  • Lack of integrations with our other systems and closed API makes for a cumbersome and fragmented tech-stack at out practice
  • Able to track ROAS of basic campaigns (Google Ads, Meta Ads)
  • Barebones CRM features helps to support the staff
  • I think it is barebones Marketing Automation helps with lead nurturing
  • SMS Marketing was useful until it was shut down

Other Software Used

Constant Contact, ChatGPT, Nextech EMR, OptinMonster, Weave, Mailchimp, Kinsta, Canva, Dropbox, Slack, Bonusly, Podium, WordPress, WooCommerce

Usability