Start free. Scale on your terms.
Your CRM, AI automations, and full marketing engine in one place. Every click, call, and conversion tracked through a single funnel from first touch to admitted revenue. Start free for 30 days, then plug in the growth tier that matches your stage and watch your intake compound.
Foundation
Start here. Get your CRM live, your clients imported, and your intake organized in under 14 days.
Patheown CRM AI core, full client and contact import, and the dashboard that powers every higher tier.
- HIPAA-compliant Patheown CRM AI deployment
- Full client, contact, and referral source import
- Pipeline, tasks, notes, and conversion funnel view
- Email + SMS communication (HIPAA-safe)
- 1 custom workflow automation included
- Up to 1 location, 1 user seat included
- BAA, end-to-end encryption, audit logs
- Free for the first 30 days — cancel anytime
Growth
Most popular. Add the workflows, integrations, and SEO engine that turn your CRM into a growth machine.
Everything in Foundation, plus custom workflow automations, fax + voice + EHR APIs, and SEO included as a fully built-out marketing channel.
- Everything in Foundation
- Up to 5 custom workflow automations
- Fax API, voice API, and EHR/EMR connectors
- Insurance verification + intake automation
- SEO marketing channel included (content, on-page, GBP, AEO)
- Up to 3 locations, 5 user seats
- Executive dashboard with intake & funnel KPIs
- Dedicated implementation lead + monthly strategy call
Scale
For agencies and practices ready to spend on paid growth and own the funnel end to end.
Everything in Growth, plus PPC built and managed by Patheown — landing pages, tracking, and full ad-spend attribution down to the admission.
- Everything in Growth
- Up to 8 custom workflow automations
- SEO + PPC marketing channels included
- Google Ads, Meta Ads, and LSA management
- Conversion-tracked landing pages (built & A/B tested)
- Call tracking + form attribution per channel
- Up to 7 locations, 15 user seats
- Bi-weekly growth review with senior strategist
- $3,000/mo minimum ad spend (paid directly to ad platforms)
Diamond
The exclusive powerhouse marketing channel for multi-location operators ready to engineer massive intake volume.
A proprietary data engineering and marketing channel built only for scaling Patheown members. Dedicated data engineering pod, dedicated CMO, and an exclusive intake growth engine. Every change, every dollar, every admission tracked end to end.
- Active Patheown member in good standing
- Multi-location operator (2+ locations)
- AI systems and automations already live across the org
- $15,000/mo minimum marketing budget
- Internal operations team ready to run at high volume
- By application only, readiness reviewed
- Exclusive proprietary marketing channel for Diamond members only
- Dedicated CMO personalizing your growth
- Dedicated data engineer finding the best opportunities for conversions
- Revenue attribution per channel, campaign, branch, and clinician
- Predictive models for no-shows, churn, and admission velocity
- Executive command center tracking every dollar in and every dollar out
Enterprise
VIP status. For multi-state home health operators, behavioral health roll-ups, and DSOs that demand white-glove everything.
Custom AI tools, custom integrations, unlimited locations, and white-glove implementation across every branch — with a named executive team behind your account.
- Everything in Scale and Diamond available on request
- Custom AI tools, copilots, and voice agents
- Unlimited branches, locations, and EHR/EMR systems
- Custom integrations and SLAs
- Quarterly executive strategy sessions
- Named CSM + senior engineering partner
- Priority 24/7 VIP support line
All plans include HIPAA compliance, BAA, end-to-end encryption, dedicated implementation, and full conversion-funnel tracking. Every Patheown change and every dollar tracked.
Get a tailored proposal.
Tell us about your agency. We will scope a Patheown engagement to your branches, payor mix, EHR, and growth targets, then send a fixed proposal.