Stop the second shift. Plan smarter routes, walk in prepared, log visits by voice, and connect field activity to referral results — whether you run solo or lead a field team.
Web app live now · iOS & Android coming soon
Spreadsheets and generic CRMs weren't designed for clinical stops, relationship memory, and referral attribution. liaisonIQ is a PRM built from the ground up for healthcare outreach.
Picking who to see and in what order steals time before you've left the parking lot. Stop zigzagging across town and let intelligent routing guide your day.
→ AI-assisted route planning to tighten your loopHard to recall the last visit, recent objections, and what to prioritize at each outpatient site.
→ AI Visit Prep & CoachingVisit notes retyped at night. Routes planned by hand. Referrals in one tab, contacts in another. The tools became the work.
→ Speech-to-text notes + unified PRMSee what's scheduled next, what's overdue, and plan a suggested visit order that prioritizes follow-ups and tasks, then optimizes your flow between outpatient sites.
→ Route planner with urgency reasonsOnce a day, for every workspace, the AI Territory Agent runs automatically — no prompt required. It scans every account you own for competitor activity, relationship risk signals, and relevant news, then turns what it finds into an Opportunity Feed and an Activity Timeline waiting on your dashboard.
You don't ask for a territory scan — it's already done. Every account in your book gets reviewed daily, and anything that matters surfaces as a ranked opportunity or a timeline event, so the first thing you see each morning is what changed overnight, not a blank dashboard.
Surfaces competitor activity and expansion near your accounts — a new rep working your territory, a competing product gaining a foothold at a practice you call on — before it costs you business, not after.
→ Early warning, not a postmortemFlags accounts showing early disengagement — fewer visits than usual, a cooling referral trend, a provider who's gone quiet — so you can re-engage while there's still a relationship to save, not after the account is gone for good.
→ Catch the drift before it's a lossLive web search plus AI synthesis pulls real news about your competitors and your region, then translates the market noise into what it actually means for your specific accounts — not a generic headline feed.
→ Market signal, filtered for your territoryBacked by a Competitive Proximity map that names nearby competitors and their distance from each account, and tract-level demographic demand bubbles that replace the old, sparse territory heatmap with a clearer read on where demand actually lives.
Everything you need to execute perfectly on your clinic runs.
Quick talking points when you start a visit; full prep (checklist, questions, focus areas); objection handling and scenario practice.
Walk in with a planAsk questions using your clinics, recent visits, and pending tasks as context—so answers match your actual territory.
Context-aware answersSuggested visit order based on location, priorities, and your day—less backtracking between outpatient sites. While you're driving a planned route, smart detour suggestions surface nearby untracked or lower-priority targets, with one tap to add them to today's run.
More time with clinicsUnified clinics, visits, and notes so the story of each relationship isn't trapped across fragmented tools.
Full history in one placeLog lunches, coffees, and mileage in the flow of your day. Assign follow-up tasks to yourself or team members instantly.
Full territory accountabilityUse Speech-to-Text visit notes and let AI suggest your post-visit follow-ups. Spend less time on your laptop and more time building relationships.
Built for your well-beingAttribute referrals to specific field visits and outreach activity. Track referral trends by practice, provider, and territory to see where your effort is paying off.
Healthcare-specific logicOwners and reps share a territory mapper, clinic database, and activity logs. Owner dashboard shows team visit activity, referral rollups, and rep performance at a glance. Owners can now name up to 3 co-owners with full admin rights over members, sites, targets, and team data — while billing responsibility stays with the original owner unless it's explicitly transferred.
Built for Field Teams & OutreachTerritory heatmap, territory mapper, and segment management help you visualize coverage gaps, track site assignments, and plan expansion strategically.
Own your geographySearch the national NPPES registry directly from the app to find and add outpatient practices in your territory — no spreadsheets required.
Find Partner PracticesA full desktop campaign composer and execution view for planning outreach across your target clinics. AI generates email and flyer copy on demand, with one-click PDF export for anything you want to hand a practice or print for a visit. Store and download collateral from your workspace knowledgebase, plus dedicated sub-tabs for local events and observances to keep campaigns timely.
Plan, write, and export in one placePush liaisonIQ events — visits logged, referrals recorded, clinics added — to any external system via outbound webhooks or automation platforms like Zapier and Make.com.
Connect your stackA searchable, role-aware catalog of everything liaisonIQ can do, reachable right from the Tools tab. If a capability is locked for your plan or role, the directory explains exactly why — and exactly what unlocks it.
What liaisonIQ Can DoOpt-in metrics that translate referral and pipeline activity into dollar terms — dollars tied up, dollar opportunity value, dollar growth, and dollar lift — using a per-referral rate you set yourself. Turn it on with a short 4-question setup flow.
See your impact in dollarsPractice your pitch against an AI that stays in character. Ten scenarios across three difficulty tiers — the gatekeeper, the competitor loyalist, the skeptical PCP, the discharge planner — then a scored debrief rating your opening, objection handling, clinical relevance, confidence, and whether you actually asked for a next step.
Ramp new reps without burning accountsA kanban board for practice outreach with workspace-configurable stage labels — so your pipeline reads the way your team actually talks about it, from first touch to committed referral relationship.
Every relationship has a stageA manager console with workspace pulse, forecast and signals; rep-by-rep team performance; territory intelligence with coverage and hotspots; and referral attribution tying referrals back to the visits that earned them. Plus momentum insights — which accounts are moving up, which are sliding, and your average days from first visit to first referral.
Manage on outcomes, not visit countsMap the competitors working your territory, run gap analysis to find the zones nobody is covering, pull demographics for a catchment area, and build a profile on a specific competitor before you walk into an account they already own.
Know who else is in the lobbySmart prospecting that searches for the practice types your specialty actually calls on, plus an untapped-target view surfacing high-volume practices in your territory you have never visited. Whitespace radar rolls the same picture up for owners.
Grow the territory, not just defend itBring your history with you. Bulk-import clinics, visits and referral records from CSV using downloadable templates, then keep referral data current with Google Sheets sync from your EMR export — no manual re-entry, and nothing stranded in your old tool.
Switch without starting overA day view that puts today and tomorrow's visits, tasks and follow-ups in one place, and a personalized intelligence report that summarizes your week — what moved, what slipped, and what deserves attention next — without you assembling it.
Open the app, know the planA hospice liaison and an ASC rep do different jobs. liaisonIQ ships fifteen specialty configurations — each one changes the field labels, the practice types target discovery searches for, which of referrals, orders, leads and samples apply, and the role and clinical focus the AI is briefed with.
Somewhere in between? General Healthcare keeps the full feature set with neutral language. Owners set it in Workspace Admin → Plan → Policies, and it takes about thirty seconds. Read how specialty changes the playbook →
liaisonIQ connects to your workflow via Google Sheets referral sync, outbound webhooks, and automation platforms like Zapier and Make.com — no manual data migration required.
Whether you're a sole practitioner or a multi-location enterprise, liaisonIQ scales with your outreach needs.
Your personal PRM: route planning, AI visit prep, voice notes, and referral tracking — without enterprise complexity. Learn more →
Shared clinic database, territory tools, and owner dashboards so every rep has full context across sites. Learn more →
Referral attribution, team analytics, and webhook integrations for leadership that needs to prove outreach ROI. Learn more →
Start with a 15-day free trial. No credit card required. Upgrade when you're ready.
For individual field reps and solo practitioners. Subscribed via App Store/Google Play (monthly, annually).
For enterprise teams and organizations. Centralized billing via secure web checkout.
Practical guides on PRM, referral attribution, and working smarter in the field.
Why physician liaisons need a specialized tool — not a desk-first sales CRM.
Read article →Connect field visits to referral growth — without patient data or vanity activity counts.
Read article →Why field admin burns out outreach teams — and practical fixes that give evenings back.
Read article →LiaisonIQ started with someone we love — a physician liaison losing their evenings to spreadsheets instead of spending them with family. We built the tool we wished they'd had.
→ Read the LiaisonIQ storyStart a 15-day solo trial or set up a team workspace — a PRM that plans your day and tracks your impact. Not ready yet? Join the waitlist for early access.