Built for Liaisons
The only managed package built for agentic physician outreach.
Manage relationships where your data lives
Track provider relationships, manage outreach campaigns, and measure referral impact without leaving Salesforce. Everything your liaison team needs in one native package.
Built for agents to run on
LiaisonPro is architected from the ground up for agentic execution. Data model built for autonomous decision-making, process logic clear enough for agents to follow, governance that keeps everything reliable.
Clean data model for agents
Process logic agents understand
Governance that scales safely
What it does
Track every outreach, every follow-up, every outcome.
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Track and manage outreach
Log calls, emails, and meetings in one place.
Measure referral impact
See which relationships drive real referral volume.
Understand provider relationships
Know who matters and why they matter.
Smart outreach
Agents prioritize which providers to reach based on referral history and relationship strength.
Draft follow-ups
Agents generate personalized follow-up messages grounded in real relationship data.
Automated reporting
Agents analyze outreach patterns and surface insights without manual work.
Time back. Visibility gained.
Liaison teams stop managing spreadsheets and start managing relationships.
Outreach that doesn't disappear
Every call, email, and meeting logged automatically in one place.
Know which relationships drive volume
See referral patterns. Understand what actually works.
Grow without hiring more liaisons
Agents handle the work. Your team handles the strategy.
Built on real healthcare data at scale
Liaison Pro runs in production environments where data integrity matters. Healthcare organizations trust it to manage thousands of provider relationships and track referral outcomes with the precision their business depends on.
Provider relationships tracked
Managed across healthcare systems in production.
Faster referral visibility
Teams see patterns in days, not months.
Native to Salesforce
No middleware. No data sync delays. Everything lives where it belongs.
"From a partner perspective, Liaison Pro dramatically reduces the time it takes to deliver a meaningful Salesforce implementation. The foundation is already there—we’re not reinventing referral tracking or field workflows from scratch—so we can focus on tailoring it to each client’s strategy.”
See it work
Watch LiaisonPro handle the work your team does manually today.
