Audience Manager Lead Routing, Reporting & Audience Activation

PHI-aware · HIPAA-oriented · multi-CRM

Audience Manager

Lead Routing, Reporting & Audience Activation

Audience Manager sits between every inbound inquiry and the office that can take it. Leads are ingested once, routed by rule, dispatched to the CRM of record, reported with an audit trail, and activated as hashed audiences — without putting raw PHI on the public internet.

Lead quality

New → Routed → Sent → Won

Today’s leads

0+ +1.5% from last week

Live routing

ZIP 45242 → Cincinnati 10:30 intake · WellSky

CRM dispatch

0+ +1.5% sent this month

Franchise volume

0+ ▲ 1.5%

Today’s leads

0+ ▲ 1.5%

CRM dispatch

0+ ▲ 1.5%

Franchise offices

0+ ▲ 1.5%

CRM destinations

Trusted operations

Results the network can measure

Hover a card to flip it. These are the operating facts Audience Manager is built to protect: sources, offices, destinations, and PHI controls.

WWellSky WHWelcome Home GGoHighLevel HHubSpot KKeap AAxisCare SSalesforce TTableau fFacebook ♪TikTok TTopShelfAudience JJotform CCallTracking WWellSky WHWelcome Home GGoHighLevel HHubSpot KKeap AAxisCare SSalesforce TTableau fFacebook ♪TikTok TTopShelfAudience JJotform CCallTracking

Platform features

The modules already running in Audience Manager

The staff workspace at crm.abcleadsrouter.com includes these surfaces. This page only describes them.

↓

Data ingestion

Email parsers, webhooks, Jotform, CallTracking, Facebook Lead Ads, and client APIs.

☰

Rule-based allocation

ZIP, agency map, and client-hub assignment instead of forwarding threads.

⚡

Automated triggers

Queue retries and event-driven CRM jobs when a lead is stored or a send fails.

↻

CRM sync

WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, and AxisCare status mapping.

◎

First-party activation

Hash audiences for Facebook, TikTok, TopShelfAudience, and white-label platforms.

▶

Campaign insertion

Match a privacy-safe audience to creative and a hashed target URL.

▣

Client lead hubs

Manual entry, CSV import, and outbound CRM per brand.

▤

Reporting & Tableau

Web reports, CSV, dashboards, and a Tableau connector with date windows.

☁

Salesforce

Partner sync and reporting without copying PHI into the public site.

⌘

Lead-flow simulator

Practice ingest → Audience Manager → CRM with demo data before anything is live.

✎

Manual parse

Replay an email or webhook and inspect the payload the CRM will receive.

✉

Tickets, chat, presence

Staff workspace tools stay on the CRM host, behind login.

Audience Manager model

The Audience Manager orchestration & dynamic ad activation flow

Audience Manager is a HIPAA-oriented healthcare lead orchestration platform that manages the full lead lifecycle between CRM and EHR systems while enabling privacy-safe personalized advertising.

Data ingestion

Normalize incoming lead payloads via email parsing, webhooks, and API integrations.

Rule-based allocation

Distribute leads using customizable, criteria-based assignment logic.

Automated triggers

Execute immediate, event-driven actions.

CRM sync

Maintain bidirectional sync for lead data and activity logs.

First-party data activation

Find opportunities in CRM and EHR and create privacy-safe audiences.

Campaign insertion

Match dynamic audiences to the right advertising creative.

CRM detection
Ingests inbound CRM leads
Creates a rule-based function
Assigns it to the CRM record
Identity matching
Parses CRM / EHR PII and function
Hashes PII for HIPAA-safe use
Matches first-party data to ad IDs
Campaign activation
Links audience to video creative
Generates a dynamic target URL
Website experience
User lands on the target page
Page reads the hashed URL
Personalized experience launches
Chatbot starts a sales script

PHI & HIPAA

Protected health information stays governed

Audience Manager is HIPAA-oriented. Technical safeguards in the staff platform include identification of PHI columns, application-layer encryption, role-based access, API masking, and audited views. This public site never asks for patient names or care notes.

Access control

Roles, permissions, and super-admin boundaries. Public visitors cannot open reports or PHI screens.

PHI masking

Names, emails, phones, and free-text care notes are masked unless the user has view-phi.

Encryption

Lead PHI fields use application-layer encryption when written through the Lead model.

Audit trail

Web report views, exports, API reads, and CRM dispatches are logged without storing extra PHI in the log.

Integrity

Hashed audiences and webhook tokens keep activation and ingest from leaking raw contact files.

Minimum necessary

Contact on this site is business-only. Operators use CRM Login for the staff workspace.

Client reviews

What operators say about Audience Manager

Excellent

★★★★★ 5.0 · Google reviews

Dana R.

Franchise operations lead · 3 weeks ago

Audience Manager put every inbound inquiry into the right office CRM the same morning. Routing is by ZIP and client hub, the audit trail is there when we need it, and we are not pasting patient notes through email anymore.

Posted on Google

Contact

Talk with the Audience Manager team

Share a location count and the CRMs you already run. Do not include patient names or other PHI.

Email [email protected]

Operators use CRM Login on the staff host.