Built for clinics. Not adapted from generic.
Every feature was designed around real clinic workflows — not bolted on from a generic CRM template.
IVF & IUI Cycle Automation
Stage-aware workflows fire the right message at the right cycle day — baseline scan, medication start, trigger shot, retrieval, transfer, and pregnancy test.
Voice AI Outreach
GPT-4o powered calls with ElevenLabs voices. Empathetic, on-brand, and fully scripted for every division — appointment reminders, medication timing, weekly check-ins.
GLP-1 Protocol Management
Ozempic, Mounjaro, Wegovy dose escalation schedules. Automated 28-day refill reminders, side-effect checks, and Chrysalis Finance payment plans.
AI Response Agent
Runs every 15 minutes. Detects missed calls, no-shows, overdue dispatches, and CRM sync gaps — then launches recovery journeys automatically.
CRM Plugin Layer
Sits on top of Go High Level, HubSpot, and Salesforce. Two-way sync, custom fields per division, real-time webhooks, and full pipeline visibility.
Behavioral Intelligence
Patient engagement scoring, doctor performance signals, missed-call return rates, and reschedule patterns — all surfaced in the Behavior dashboard.
One platform. Every speciality.
Each division has its own patient journey, workflows, evaluator, and agent events — all sharing one unified CRM layer.
IVF, IUI & Egg Freezing
11-stage cycle tracking, embryo grading (Gardner scale), HFEA reporting, adaptive rules for poor ovarian response and LH surge, and AI voice follow-ups at every critical moment.
GLP-1 Medical Weight Management
12-stage patient journey from inquiry to 28-day refill and outcome planning. Ozempic, Mounjaro, Wegovy protocols. Contraindication screening, blood-test auto-flagging, Chrysalis Finance payment plans, and pharmacy dispatch tracking.
HRT & Perimenopause Care
10-stage pathway from inquiry through Greene Climacteric Scale assessment, HRT eligibility, consultation, labs, prescription, pharmacy, 3-month review, long-term monitoring, and outcome planning.
Botox, Fillers & Skin Treatments
Face zone mapping, Gardner batch tracking, before/after photo management with GDPR consent, 84-day Botox recall and 180-day filler recall automation, and complication monitoring.
Launch in one click. Runs automatically.
Select a patient, pick a workflow, click Launch. Every step fires at the right time with the right message — no coordinator action needed.
🌱
Post-Consultation Nurture
5 steps🩸
Blood Test Coordination
5 steps🔬
IVF Cycle Automation
5 steps💙
Failed Cycle Support
5 steps🌿
IUI Cycle Automation
5 steps🌱
Post-Consultation Nurture
Trigger: Patient completes consultationThank-you pack + treatment plan PDF
AI check-in call — any questions?
Week-one nudge — reply for support
Decision support — ready to proceed?
Treatment options update + success stories
Real clinics. Real results.
94%
Patient satisfaction score3.2×
More consultations converted8 hrs
Coordinator time saved per week< 5min
Missed call recovery time“We used to lose 40% of consultations to ghosting. After three months with Helia, our conversion rate went from 52% to 78%. The post-consultation voice call alone changed everything.”
Dr. Sarah Mitchell
Clinical Director · Northlight Fertility, London“Blood test coordination used to take our coordinators 2 hours a day. Now it's fully automated. The SMS preference capture and partner-lab follow-up runs without us touching it.”
Emma Okafor
Head Coordinator · Bloom IVF Centre, Manchester“The missed-call recovery agent is remarkable. A patient called at 11pm, got an SMS within minutes, and booked a consultation the next morning. That would never have happened before.”
Dr. James Chen
Founder · Pacific Fertility Group, SingaporeNo per-seat fees. No surprises.
All plans include a 14-day free trial. No credit card required. Cancel anytime.
Starter
$149
/month
For single-doctor clinics getting started with automation.
Up to 50 active patients
3 pre-built workflows
SMS + Email delivery
AI agent (hourly runs)
GHL CRM integration
Audit trail
GDPR consent tracking
Clinic
$349
/month
For growing fertility clinics with multiple coordinators.
Up to 250 active patients
All 5 pre-built workflows
SMS + WhatsApp + Email + Voice AI
AI agent (15-min runs)
GHL + HubSpot + Salesforce
Behavioral intelligence dashboard
Smart scheduling + calendar
Custom message templates
HIPAA + GDPR + HFEA compliance
Priority support
Enterprise
Custom
For multi-site clinic groups and white-label deployments.
Unlimited patients
Custom workflow builder
White-label branding
Dedicated AI agent instance
Custom CRM integrations
SLA + uptime guarantee
Dedicated onboarding
HIPAA BAA included
All plans include a 14-day free trial · No credit card required · Cancel anytime · 30-day money-back guarantee
Everything you need to know
Does Helia replace my existing CRM?
No — Helia is a plugin layer that sits on top of your existing CRM. It connects to Go High Level, HubSpot, or Salesforce and adds fertility-specific automation without replacing your current setup. Your CRM stays as the source of truth.
How does the AI voice calling work?
What happens if a patient doesn't answer a call?
Is patient data secure and compliant?
Can I customise the message templates?
How long does setup take?
What CRMs are supported?
Can I run Helia without a CRM?