B2B Healthcare Sales & Marketing Platform

FITZ

CRM. AI Intelligence. Employee Advocacy. Content Studio.

Four platforms your revenue team actually needs — built into one. Fitz connects your pipeline, your AI, your LinkedIn presence, and your content operations so nothing falls through the cracks.

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4
Core Platforms
AI
Pipeline Review
360°
Contact View
∞
Content Scale
Pipeline Management AI Pipeline Review Revenue Forecast Buying Intent Signals Ask AI Employee Advocacy LinkedIn Autopilot AI Article Generation Conference ROI Email Sequences Call Tracking Lead Capture Full-Funnel Analytics Win/Loss Analysis Rep Performance Source Attribution Pipeline Management AI Pipeline Review Revenue Forecast Buying Intent Signals Ask AI Employee Advocacy LinkedIn Autopilot AI Article Generation Conference ROI Email Sequences Call Tracking Lead Capture Full-Funnel Analytics Win/Loss Analysis Rep Performance Source Attribution
The Platform

Four pillars.
One platform.

Fitz is purpose-built for B2B healthcare SaaS revenue teams — BDRs, AEs, content coordinators, and marketing leadership all in one place.

📋
Core CRM
Contacts, companies, deals, leads, activities, pipelines, conferences, and buying intent signals.
🧠
AI Sales Intelligence
Automated pipeline review, deal risk detection, revenue forecast, contact enrichment, and Ask AI.
📢
Employee Advocacy
AI-personalized LinkedIn posts for every team member — on autopilot or with review — via campaigns and content sources.
✍️
Content Studio
AI article generation, editorial kanban, RSS research, multi-brand management, authors, personas, and publishing workflows.
Core CRM

Pipeline management built for healthcare sales teams.

Manage your full revenue cycle — from first contact to closed deal. Contacts, companies, deals, leads, and every activity log in between, all connected to a configurable pipeline and stage-by-stage forecasting.

  • Contacts and companies with full activity history, AI scoring, and persona tagging
  • Stage-based deal management with kanban board and advance-stage actions
  • Lead qualification, conversion, and source attribution tracking
  • Configurable pipelines with win probability per stage for forecast weighting
  • Conference and event lead management with ROI tracking (cost per touch, pipeline generated)
  • Buying intent Signals — job changes, funding events, engagement triggers — surfaced automatically
  • Email sequences with enrollment and reply tracking, PBX call logging with recordings
app.fitzcrm.com / pipeline
$9.75M
Open Pipeline
↑ +12%
94%
Win Rate (30d)
↑ +6pts
$84K
Avg Deal Size
↑ Growing
🏥
Memorial Health System
J. Habunal · Proposal Stage
Hot
$120K
⚕️
Northside Medical Group
BDR Team · Demo Complete
Hot
$85K
💊
Pinnacle Physician Partners
E. Steele · Discovery
Warm
$65K
🏆
Alliance Health Corp
J. Habunal · Closed Won
Won
$210K
AI Sales Intelligence

Your pipeline, reviewed by AI. Every day.

Fitz runs continuous Claude-powered analysis across every deal, contact, and activity in your CRM — surfacing what needs attention before your reps notice something's wrong. No dashboards to build. No analysis to run.

  • AI Pipeline Review — full-pipeline narrative with deal-by-deal analysis, risk flags, and prioritized next actions. Run it Monday morning in 30 seconds.
  • Deal Risk Detection — flags stalled deals, overdue proposals, and silent prospects before they go cold
  • Revenue Forecast — probability-weighted forecast by stage with qualitative AI commentary on achievability
  • Ask AI — natural language CRM queries: "Which deals at health systems haven't been touched in 10 days?"
  • Contact Enrichment & Rescoring — AI identifies missing data and re-evaluates contact fit on demand
  • Smart Activity Logging — paste raw call notes; AI extracts structured data, key facts, and follow-up actions
app.fitzcrm.com / ai / insights
Churn Risk
Regional Lab Alliance has missed two scheduled calls. No activity in 14 days. Recommend executive outreach before the quarter closes.
Stalled Deal
Pinnacle Physician Partners has been in Discovery for 19 days with no follow-up. Proposal was promised on the initial call.
Opportunity
3 contacts at Northside Medical have opened your email sequence 4+ times. Consider accelerating to demo this week.
Buying Signal
Sarah Chen (HIM Director, Banner Health) just changed jobs to VP of Clinical Operations at CommonSpirit. High-value re-engagement opportunity.
Recommended Action
Alliance Health Corp closed at $210K. Schedule onboarding kickoff within 5 business days — deals without a kickoff in 7 days show 2× churn rate.
Employee Advocacy

Your team on LinkedIn. AI writes it. They post it.

Fitz monitors your content sources, generates personalized LinkedIn posts in each team member's voice, and delivers them ready to post — automatically or with a review step. BDRs, AEs, and marketing leadership all amplifying the brand, without the effort.

  • AI-written posts personalized to each team member's tone and voice profile
  • Four autopilot modes: Ghost (auto-queue), Weekly Digest, Review Each, or Draft Only
  • 3 post variants per trigger — team member picks the one that fits
  • Campaign management for coordinated team-wide pushes (product launches, logo wins, events)
  • Content sources: company blog RSS, deal closed triggers, industry news keywords
  • Impression and engagement tracking per post and per team member
app.fitzcrm.com / advocacy
Elie Good · VP Marketing
🤖 Ghost
"The healthcare orgs we see close fastest aren't leading with features. They're leading with outcome data specific to their prospect's setting. Here's how that looks in practice..."
👍 142 likes
👁 2,840 impressions
✅ Posted
Jessica Habunal · BDR Manager
📬 Digest
"Cold outreach in healthcare still works — if you lead with relevance over volume. Three things our team does differently that changed our connect rates..."
👍 89 likes
👁 1,640 impressions
Everett Steele · Product Marketing
✋ Review Each
"Product marketing in B2B healthcare isn't about the feature — it's about the moment a decision-maker says 'this is my exact problem.' That moment is engineered."
⏳ Pending your review
Content Studio

AI-powered content. From brief to published.

Fitz gives your content team a full editorial workflow — from RSS research and article prompts through AI generation, review, approval, and publishing. Multi-brand, multi-author, audience-persona-targeted content at scale.

  • Article Prompts Kanban — plan and prioritize content ideas across Backlog, In Progress, Ready, and Published columns
  • AI Article Generation — Claude writes full articles in your author's voice, targeted to your defined personas
  • RSS Research — monitor competitor blogs and industry publications; surface research articles for your editorial team
  • Multi-Brand Management — separate content operations per brand, each with their own authors, personas, and image themes
  • Publishing Workflow — Draft → In Review → Approved → Published, with Make.com webhook on publish
  • Article Library — searchable table and visual grid views of all generated and imported content
app.fitzcrm.com / content / prompts
📄
5 Reasons HIM Directors Switch ROI Vendors
HIM Director persona · A. Zellers · 2,400 words
Published
📄
The True Cost of a 19-Day Record Turnaround
CFO persona · A. Zellers · Generating...
Ready
📄
HIPAA Compliance Checklist for Release of Information
Privacy Officer persona · E. Good · Draft
Draft
📰
[RSS] AHIMA: New ROI Standards Proposal 2026
Research · ahima.org · Just scraped
Research
📄
HIMSS 2026 Recap: What Healthcare Leaders Are Prioritizing
Executive persona · Conference content · Backlog
Backlog
Also Built In

No integrations required.
It's all already there.

Every additional capability in Fitz is native — sharing the same contacts, deals, and data as everything else.

📡
Buying Intent Signals
Fitz surfaces job changes, funding events, and engagement triggers on your contacts — then tells you when to act. Resolve a signal in seconds.
🏟️
Conference & Event ROI
Track leads by event, import badge-scan contacts, and measure conference ROI: pipeline generated, cost per touch, and close rate per event.
📊
Full-Funnel Reporting
Pipeline summary, activity summary, lead conversion, full funnel with stage drill-down, win/loss analysis, rep performance, and source attribution — all built in.
🖥️
Landing Pages & Lead Capture
Create landing pages with unique webhook URLs. Form submissions flow directly into your CRM — auto-tagged by source and routed to the right owner.
📞
Email Sequences & Call Tracking
Build automated outbound sequences with engagement tracking. Log calls via PBX integration with recordings attached directly to contact records.
🏢
Multi-Tenant Architecture
Run multiple client organizations in one Fitz instance. Isolated data environments, separate user management, single admin console.
Access Fitz

One platform for your
entire revenue team.

Pipeline, AI intelligence, LinkedIn advocacy, and content production — all connected, all in one place.

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