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Census CRM
What Census CRM is
Census CRM is a web-based CRM for addiction treatment and behavioral health admissions teams. Its workflow organizes admissions into Qualification, Approval, and Commitment stages, supported by a 14-step guided qualification process with branching and substance, mental-health, and safety screening. Insurance benefits are verified in real time and assigned HIGH, MEDIUM, or LOW risk classifications. Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs. The platform lists connections to tools including CallRail, CTM, Twilio, Google Ads, Meta Ads, website builders, Kipu, and Sunwave. It can pass admission records to EMR systems such as Kipu and Sunwave, but does not perform clinical charting. Security measures include encryption at rest and in transit, audit logging, session timeout, reauthentication, and five role-based access levels. Census CRM states that it is HIPAA compliant and meets 42 CFR Part 2 requirements, and offers a Business Associate Agreement. Its SOC 2 Type II audit is in progress and the report is not yet complete. Pricing is scoped per seat on request; a one-time onboarding fee is also scoped to the operation.
Who it suits
It is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams. Teams needing admission workflows and EMR handoff rather than clinical charting may find its scope relevant.
What it does well
- Three-stage admissions pipeline
- Real-time insurance verification with risk classification
- Facility matching includes bed availability and level of care
- Encryption, audit logging, and role-based access levels
- Onboarding includes training and ongoing support
What to know first
- Pricing is scoped on request
- Onboarding fee amount depends on the operation
- Does not perform clinical charting
- SOC 2 Type II report is not yet complete
Limits
Pricing is available on request, and a one-time onboarding fee covers implementation, data migration, and team training; the fee amount is scoped to the operation. Census CRM hands admission records to EMRs and does not perform clinical charting.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Business Development License | per-seat quote scoped on demo · referral partner accounts · 90-day attribution window · channel ROI · HLOC relationships | On request |
| Coordinator License | per-seat quote scoped on demo · 3-stage pipeline · guided talk track · HIPAA-protected texts and emails · insurance verification · scheduling | On request |
| Alumni License | per-seat quote scoped on demo · email and SMS campaigns · Google reviews and surveys · alumni events · sobriety milestones · quarterly reports | On request |
As censuscrm.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Census CRM website.
- Request pricing.
- Plan for the one-time onboarding fee covering implementation, data migration, and team training.
- Use the included onboarding training, documentation, and video walkthroughs.
Verdict
Census CRM focuses on admissions coordination, insurance checks, and facility placement rather than clinical records. Ask about per-seat pricing, onboarding scope, and the status of its SOC 2 audit before choosing it.
Questions
How much does Census CRM cost?
Pricing is available on request. A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.
What does Census CRM do for admissions?
It organizes work into Qualification, Approval, and Commitment stages, with a 14-step guided flow. It also verifies insurance benefits and matches facilities against listed criteria.
Does Census CRM perform clinical charting?
No. It hands admission records to EMR systems such as Kipu and Sunwave, but does not perform clinical charting.
Which tools does it integrate with?
Listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.
What compliance and security measures are stated?
The company states that Census CRM is HIPAA compliant and meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available. Security measures include encryption, audit logging, session timeout, reauthentication, and five role-based access levels; its SOC 2 Type II audit is in progress.
Facts from Census CRM's own pages
- Audience
- The product is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams. · censuscrm.com, 30 Sept 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, 30 Sept 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, 30 Sept 2026
- Facility placement
- Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs. · censuscrm.com, 30 Sept 2026
- Headquarters
- East Hampton, New York, United States · censuscrm.com, 23 Sept 2026
- Insurance verification
- The platform provides real-time verification of benefits with automatic HIGH, MEDIUM, and LOW risk classification. · censuscrm.com, 30 Sept 2026
- Integrations
- Officially listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave. · censuscrm.com, 30 Sept 2026
- Onboarding fee
- A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation. · censuscrm.com, 30 Sept 2026
- Pipeline
- The admissions workflow uses three stages: Qualification, Approval, and Commitment. · censuscrm.com, 30 Sept 2026
- Purpose
- Census CRM is a CRM built for addiction treatment and behavioral health admissions teams. · censuscrm.com, 30 Sept 2026
- Security
- Data is encrypted at rest and in transit, with audit logging, session timeout, reauthentication, and five role-based access levels. · censuscrm.com, 30 Sept 2026
- SOC 2
- The SOC 2 Type II audit is in progress and the report is not yet complete. · censuscrm.com, 30 Sept 2026
- Support
- Onboarding includes team training, documentation, video walkthroughs, and ongoing support. · censuscrm.com, 30 Sept 2026
- Talk track
- The guided qualification flow has 14 steps with dynamic branching and substance, mental-health, and safety screening. · censuscrm.com, 30 Sept 2026
Where Census CRM stands on Freedom251
- Healthcare CRM Software#14 of 23