Introducing the New Agentic Lab Management Platform
Designed for the Lab. Powered by AI.
Ops IQ™ is the only CRM and operations platform built specifically for laboratories - unifying Sales, Service, and Operations on a single, HIPAA-compliant cloud with real-time clinical data.
Labs Lose Up to 20% of Customers Annually
Not because of test quality - but because problems go unnoticed until providers leave.
Silos everywhere
Sales doesn't know what Service knows. Operations can't see customer context.
Reactive, not proactive
You find out about issues when customers complain -- or worse, when they stop ordering.
Data buried in the LIS
The insights you need exist, but getting them takes days and IT requests.
Generic tools don't fit
Salesforce wasn't built for PHI, HL7 integrations, or lab workflows.
Ops IQ™ changes everything.
See How It WorksOne Platform. Every Team.
Ops IQ™ brings Sales, Service, Operations, and Leadership together on a single platform with shared visibility and real-time data.
Protect and grow your book of business
360 degree account profiles with real-time ordering data give your team the visibility they need to retain and grow accounts.
- 360 degree account profiles with real-time ordering data
- Pipeline and opportunity management built for lab sales
- Smart alerts when accounts show warning signs
- Mobile app with offline access for field teams
"We saved a $150K account in our first few weeks."
Resolve issues before they become problems
Complete customer context on every call helps your team deliver exceptional service and prevent churn.
- Case management with automated routing
- Complete customer context on every call
- Cross-department collaboration in one system
- Issue trend analysis to fix root causes
Real-time visibility without another login
Live order and specimen tracking gives operations teams instant visibility into lab performance.
- Live order and specimen tracking
- TAT monitoring by department, test, or analyzer
- Specimen issue documentation and workflows
- Workload management and resource optimization
Decisions backed by real-time data
No more waiting on IT for reports. Drill down from KPIs to individual orders in seconds.
- Volume, TAT, and spend dashboards
- Pipeline and sales performance analytics
- Drill down from KPIs to individual orders
- No more waiting on IT for reports
The Foundation of Proactive Operations
Ops IQ™ connects directly to your LIS via HL7, ingesting orders and results as they happen - not hours later.
- Orders, results, patients, and providers flow in automatically
- Data is normalized and organized so it's immediately useful
- Your IT sets up one feed; we handle the rest
Proven integrations with every major LIS platform.
Take Control of Reference Lab Spend
Send-out testing is a black box for most labs. Ops IQ™ brings transparency.
Track everything
Volume, cost, and TAT by reference lab and test
Find savings
Identify tests to insource or route to better-performing labs
Negotiate smarter
Arm your team with data for contract discussions
Eliminate Spreadsheets. Drive Accountability.
Your workflows. Automated.
Campaign Management
Engage providers at scale.
- Build targeted lists by specialty, location, or ordering patterns
- Send personalized email sequences
- Track engagement and log interactions automatically
Mobile CRM
Your lab CRM in your pocket.
- Full account and provider access
- Log calls with voice-to-text
- Works offline - syncs when you're back online
- Available for iOS
Voice AI
Automate inbound and outbound calls so your team can focus on complex issues.
- Answer calls for lab results, order status, and specimen tracking
- Authenticate callers and provide information instantly
- Route complex issues to the right team member with full context
- Collect missing information -- demographics, insurance, AOBs
- Notify providers of critical or amended results
- Follow up on outstanding items at scale
Fewer manual calls. Faster resolution. Happier providers.
Ask Questions. Get Answers.
The Ops IQ™ AI Assistant puts insights at your fingertips through natural conversation.
Proactive, not just reactive: The assistant surfaces recommendations based on what's happening in your data.
Know before your customers do.
Predictive Risk Scoring
Identifies churn before it happens
Anomaly Detection
Flags unusual patterns automatically
Recommended Actions
Prioritized by impact
Built for Healthcare
Security & Compliance
Designed for PHI from day one
Third-party validated security
Enterprise-grade protection
Proven Scale
Ops IQ™ vs. Generic CRMs
Go Live in Weeks, Not Months
Our team does the heavy lifting. Yours provides input.
We set up your environments
We connect your LIS and validate data
We build your workflows (up to 50 included)
2-day intensive for admins and super users
Ongoing advisory services included
Ready to Transform Your Lab Operations?
Stop losing customers to problems you didn't see coming. See how Ops IQ™ can give your organization real-time visibility and proactive intelligence.