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Census CRM
East Hampton, New York, United States
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, supported by a 14-step guided talk track with dynamic branching and substance, mental-health, and safety screening. The platform verifies insurance benefits in real time and assigns HIGH, MEDIUM, or LOW risk classifications. Facility matching considers care level, bed availability, insurance acceptance, exclusions, and specialty programs. Integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave. Census CRM hands admission records to EMR systems such as Kipu and Sunwave but does not perform clinical charting. Security includes encryption, audit logs, session timeout, reauthentication, and five role-based access levels. The company states HIPAA compliance and 42 CFR Part 2 compliance, with a Business Associate Agreement available. SOC 2 Type II auditing is in progress.
For and against
For
- Guided 14-step qualification workflow
- Real-time insurance verification with risk levels
- Matches facilities using operational criteria
- Connects with marketing, communications, and EMR tools
- Includes role-based security controls
Against
- Pricing is available only on request
- Clinical charting is not included
- SOC 2 Type II report is not complete
- Onboarding has a scoped one-time fee
The verdict
Census CRM focuses on behavioral-health admissions coordination, qualification, insurance, and placement. Its EMR handoff and compliance claims are useful, while clinical charting remains outside the platform.
Who it suits
Census CRM is designed for behavioral-health admissions, marketing and business-development staff, owners and operators, and alumni teams. It suits organizations needing referral, patient, provider, and admissions workflows.
Plans and prices
Alumni License
email and SMS campaigns · Google reviews and surveys · alumni events · sobriety milestones
Read 30 Sep 2026 · censuscrm.com
Business Development License
referral partner accounts · 90-day attribution window · channel ROI · HLOC relationships
Read 30 Sep 2026 · censuscrm.com
Coordinator License
3-stage pipeline · guided talk track · HIPAA-protected texts and emails · insurance verification
Read 30 Sep 2026 · censuscrm.com
On the record
- Audience
- The product is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams.censuscrm.com · read 30 Sep 2026
- Compliance
- Census CRM states that it is HIPAA compliant, meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available.censuscrm.com · read 30 Sep 2026
- EMR handoff
- Census CRM hands admission records to EMR systems such as Kipu and Sunwave and does not perform clinical charting itself.censuscrm.com · read 30 Sep 2026
- Facility placement
- Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs.censuscrm.com · read 30 Sep 2026
- Insurance verification
- The platform provides real-time verification of benefits with automatic HIGH, MEDIUM, and LOW risk classification.censuscrm.com · read 30 Sep 2026
- Integrations
- Officially listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.censuscrm.com · read 30 Sep 2026
- Onboarding fee
- A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.censuscrm.com · read 30 Sep 2026
- Pipeline
- The admissions workflow uses three stages: Qualification, Approval, and Commitment.censuscrm.com · read 30 Sep 2026
- Purpose
- Census CRM is a CRM built for addiction treatment and behavioral health admissions teams.censuscrm.com · read 30 Sep 2026
- Security
- Data is encrypted at rest and in transit, with audit logging, session timeout, reauthentication, and five role-based access levels.censuscrm.com · read 30 Sep 2026
- SOC 2
- The SOC 2 Type II audit is in progress and the report is not yet complete.censuscrm.com · read 30 Sep 2026
- Support
- Onboarding includes team training, documentation, video walkthroughs, and ongoing support.censuscrm.com · read 30 Sep 2026
- Talk track
- The guided qualification flow has 14 steps with dynamic branching and substance, mental-health, and safety screening.censuscrm.com · read 30 Sep 2026
