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SPECIFICTION
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Census CRM

censuscrm.com

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Spec score 7.3 #16 of 23 in Healthcare CRM Software

What it is

Census CRM is a web-based customer relationship system for addiction treatment and behavioral health admissions teams. Its workflow uses Qualification, Approval, and Commitment stages, with a 14-step guided qualification process that branches dynamically and screens for substance, mental-health, and safety factors. Benefits are verified in real time and classified as HIGH, MEDIUM, or LOW risk. Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs. Listed connections include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave. Census CRM sends admission records to EMR systems such as Kipu and Sunwave but does not perform clinical charting. Security includes encryption, audit logging, session timeout, reauthentication, and five role-based access levels. The company states HIPAA compliance and 42 CFR Part 2 compliance. Pricing is on request, with a scoped onboarding fee for implementation, migration, and training.

Spec sheet

Purpose
Census CRM is a CRM built for addiction treatment and behavioral health admissions teams.Read 30 Sep 2026 · censuscrm.com
Audience
The product is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams.Read 30 Sep 2026 · censuscrm.com
Integrations
Officially listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.Read 30 Sep 2026 · censuscrm.com
Security
Data is encrypted at rest and in transit, with audit logging, session timeout, reauthentication, and five role-based access levels.Read 30 Sep 2026 · censuscrm.com
Compliance
Census CRM states that it is HIPAA compliant, meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available.Read 30 Sep 2026 · censuscrm.com
Support
Onboarding includes team training, documentation, video walkthroughs, and ongoing support.Read 30 Sep 2026 · censuscrm.com
Headquarters
East Hampton, New York, United StatesRead 23 Sep 2026 · censuscrm.com
EMR handoff
Census CRM hands admission records to EMR systems such as Kipu and Sunwave and does not perform clinical charting itself.Read 30 Sep 2026 · censuscrm.com
Facility placement
Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs.Read 30 Sep 2026 · censuscrm.com
Insurance verification
The platform provides real-time verification of benefits with automatic HIGH, MEDIUM, and LOW risk classification.Read 30 Sep 2026 · censuscrm.com
Onboarding fee
A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.Read 30 Sep 2026 · censuscrm.com
Pipeline
The admissions workflow uses three stages: Qualification, Approval, and Commitment.Read 30 Sep 2026 · censuscrm.com
SOC 2
The SOC 2 Type II audit is in progress and the report is not yet complete.Read 30 Sep 2026 · censuscrm.com
Talk track
The guided qualification flow has 14 steps with dynamic branching and substance, mental-health, and safety screening.Read 30 Sep 2026 · censuscrm.com

Plans and prices

Alumni License Priced on request per-seat quote scoped on demo email and SMS campaigns · Google reviews and surveys · alumni events · sobriety milestones · quarterly reports Read 30 Sep 2026 · censuscrm.com
Business Development License Priced on request per-seat quote scoped on demo referral partner accounts · 90-day attribution window · channel ROI · HLOC relationships Read 30 Sep 2026 · censuscrm.com
Coordinator License Priced on request per-seat quote scoped on demo 3-stage pipeline · guided talk track · HIPAA-protected texts and emails · insurance verification · scheduling Read 30 Sep 2026 · censuscrm.com

Every Census CRM plan and price →

Strong points and limits

Strong points

  • Three-stage admissions pipeline
  • Real-time insurance risk classification
  • Facility matching with multiple criteria
  • EMR handoff without clinical charting
  • HIPAA and 42 CFR Part 2 statements

Limits

  • Pricing is available only on request
  • Onboarding fee is charged separately
  • SOC 2 Type II report is not complete
  • No clinical charting

Who it suits

It is designed for behavioral-health admissions, marketing and business-development staff, owners and operators, and alumni teams. Organizations needing referral, patient, and provider relationship workflows may fit its stated audience.

Verdict

Census CRM focuses on admissions coordination, qualification, insurance checks, facility placement, and relationship workflows for behavioral health. Its EMR handoff and compliance statements are useful, while clinical records remain outside the product.

Where Specifiction places it

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