Centralize & Segment Patient Data
Unify patient and lead records so you have complete histories at your fingertips. Create custom segments to ensure the right message reaches the right person
Data-Driven Marketing
Metric’s Fractional HubSpot Admin Service for Healthcare SMBs
For clinics, dental offices, labs and health‑tech firms, your HubSpot platform can be your most powerful tool—helping you attract new patients, schedule appointments and strengthen relationships. With a fractional admin from Metric, you get expert support tailored to your size and budget.
Your HubSpot platform isn’t just software—it’s the first interaction that turns visits into appointments and partners
Many healthcare practices rely on spreadsheets or underutilized CRMs, which leads to missed appointments, disorganized data, and lost revenue. A properly managed HubSpot instance keeps patient information at your fingertips, automates routine tasks, and helps you communicate with every patient as if they were your only one. With Metric, your CRM becomes the heartbeat of your marketing and care efforts.
Crafting the Right Foundation
Building and managing an effective CRM can be overwhelming without a plan. Without clear goals, you risk wasted time, lost data and inconsistent communication. Our approach starts with understanding your practice’s unique needs and ends with a CRM that’s accurate, compliant and ready to grow with you.
Our Solution
Fractional HubSpot Admin Service
Metric’s fractional HubSpot admin service helps healthcare businesses of all sizes centralize patient data, streamline scheduling, personalize outreach, and stay compliant. We bring a team of experts to your practice without the cost of a full‑time hire. We’ll connect all your data sources, automate essential workflows, and give you real‑time insights so you can focus on care.
We offer a comprehensive service that includes:
Deep Dive into Patient Personas
Build detailed personas for patients, referral partners or tech clients.
Personalized Outreach & Education
Tailor communications based on history, demographics, or preferences to build trust and improve engagement.
Frequently asked questions
What is a fractional HubSpot admin and how does it work?
A fractional admin is a part‑time or project‑based expert who manages your HubSpot platform. We provide the same strategic support as a full‑time admin but you only pay for what you need.
How can a fractional admin improve my marketing and patient engagement?
By centralizing data, automating scheduling, and personalizing outreach, we help you reduce administrative burdens, strengthen patient communication, and free up staff to focus on care.
How do you ensure our patient data is secure and compliant?
We follow HIPAA‑compliant practices and use encryption, authentication, and audit logging to protect sensitive information.
Will this disrupt our day‑to‑day operations?
Our goal is to make life easier. Automation reduces manual tasks, and our team works alongside yours to ensure a smooth transition.
Can you integrate HubSpot with our EHR or scheduling software?
Yes. We specialize in connecting HubSpot with existing systems and telehealth tools so your data flows seamlessly.