Dazos
Dazos is a SaaS platform providing CRM, billing intelligence, marketing automation, insurance verification, and AI agents purpose-built for behavioral health facilities, serving 1,500+ addiction treatment, mental health, and related organizations across the U.S.
- Company typePrivate
- Founded2021
- HeadquartersBoca Raton, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Dazos does
Dazos is a SaaS platform built specifically for behavioral health treatment facilities, providing CRM, billing intelligence, marketing automation, insurance verification, and AI agents. The company serves addiction treatment centers, mental health providers, ABA therapy clinics, TMS centers, methadone clinics, and community mental health centers (CMHCs). Founded by operators who previously ran a 10-facility behavioral health organization, Dazos encodes domain expertise into workflows covering admissions intake, insurance verification, claims processing, denial management, and patient outreach. The company reports a customer base of 1,500+ facilities and is headquartered in Boca Raton, FL.
The platform comprises several integrated products: a core CRM; Dazos IQ (billing intelligence with anomaly detection and denial/underpayment prediction built on 12M+ processed claims); iCampaign (marketing automation launched January 2026); iVerify (insurance verification); AI Agents (five conversational agents trained on 200K+ real patient calls, launched February 2026); Marketing Reports; and a Billing CRM targeting third-party billing companies. The technology stack integrates with 50+ systems including major behavioral health EMRs (Kipu, Netsmart, Qualifacts) and communication platforms, and incorporates NLP, anomaly detection, and predictive analytics as underlying AI capabilities, supplemented by a partnership with RVK AI for advanced AI capabilities.
Dazos operates a SaaS subscription model with quote-based enterprise pricing, a direct sales motion, and a partner program. In May 2025, the company raised a $25M Series A led by Radian Capital, a SaaS-focused investor. The company has 11–50 employees and an expanded leadership team covering product, sales, engineering, and customer success.
Dazos firmographics
Firmographics- Name
- Dazos
- Legal name
- Dazos
- Website
- https://dazos.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Dazos is a SaaS platform providing CRM, billing intelligence, marketing automation, insurance verification, and AI agents purpose-built for behavioral health facilities, serving 1,500+ addiction treatment, mental health, and related organizations across the U.S.
- Ownership category
- akta.pro rank
Dazos industry classification
Industry- Product category
- Behavioral Health CRM Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Charge Capture & Clinical Documentation Improvement (CDI) for Billing (HLACACAF), Cost of Care, Spend Analytics & Financial Performance Management (HLACAHAJ)
Keywords
Where Dazos is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dazos business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS/CRM Subscription: Dazos operates as a SaaS platform providing behavioral health CRM software on a subscription basis. The platform includes CRM, billing intelligence (IQ), marketing automation (iCampaign), insurance verification (iVerify), AI agents, and marketing reports as integrated modules within a unified platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Dazos product offering
Product offeringCore offering
Dazos provides a unified behavioral health revenue growth platform centered on a purpose-built CRM that connects admissions, marketing, and billing workflows for treatment centers. The core offering is augmented by integrated AI-powered modules including Dazos IQ for billing intelligence, iCampaign for marketing automation, iVerify for insurance verification, AI Agents for 24/7 admissions automation, and Marketing Reports for ROI analytics, all sold as a SaaS subscription to behavioral health facilities.
Product overview
Dazos is a unified behavioral health revenue growth platform that combines a core CRM with multiple integrated modules. The core Dazos CRM serves as the central hub, which is complemented by specialized modules including Dazos IQ (AI-powered billing intelligence), iCampaign (marketing automation), iVerify (instant insurance verification), Marketing Reports (marketing analytics), Billing CRM (for billing companies), and AI Agents (five autonomous agents for admissions automation). The platform also offers pre-built integrations with EMR/EHR systems, VoIP platforms, marketing tools, and payment processors, plus a custom API for additional integrations.
Differentiator
Problem solved
Functional benefit
Brands
- Dazos AI Agents: AI-powered voice and chat agents for behavioral health admissions, including iConnect, iScreen, iRecover, iAssist, and iDirect agents that automate call handling, pre-assessments, lead recovery, web chat, and IVR routing.
- Dazos IQ
- iCampaign
- iVerify
- Dazos Marketing Reports
- Dazos Billing CRM
Products and services
- Dazos CRM Enterprise-grade CRM built exclusively for behavioral health that tracks every referral, automates follow-ups, verifies insurance, and connects the entire patient journey from inquiry to alumni. Pre-configured with behavioral health workflows and EMR integrations from day one.
- Dazos IQ AI-powered billing intelligence and revenue cycle management module that identifies underpaid and missed claims, connects marketing and admissions data to revenue outcomes, and provides real-time dashboards for collections, payer performance, and claim status. Facilities report recovering 10-15% more revenue within the first 90 days.
- iCampaign Marketing automation platform for behavioral health that automates email and SMS campaigns to re-engage alumni, grow referrals, and drive readmissions. Offers 200+ pre-built behavioral health templates with drag-and-drop tools and smart segmentation by discharge date, level of care, or referral source.
- iVerify Instant insurance verification tool that checks eligibility, generates VOB, and pushes data directly into patient records in under 30 seconds. Covers 12M+ behavioral health claims processed for average payer reimbursement history projections.
- AI Agents Suite of five AI-powered agents (iConnect, iScreen, iRecover, iAssist, iDirect) built specifically for behavioral health that handle admissions calls 24/7, automate pre-assessments, re-engage lost leads, manage web chat, and route calls. Fully integrated with Dazos CRM.
- Marketing Reports Marketing analytics module that merges marketing spend, admissions data, and billing outcomes to show true ROI. Provides multi-touch attribution, referral partner performance ranking, and funnel/conversion intelligence.
- Billing CRM CRM solution designed for behavioral health billing companies to manage facility partnerships, track pending VOBs and UR reviews, automate outreach cadences, and scale portfolio without adding headcount.
- Integrations Pre-built connections to behavioral health EMRs, VoIP systems, email platforms, payment processors, and data warehouses. Supports custom API and webhooks for any tool not already in the directory.
Quantifiable outcome
- 10-15% average revenue increase within first 90 days
- +6 more outcomes
Companies that use Dazos
Customer profileNamed customers6 records
Segments7 records
Ideal customer profiles4 records
Dazos technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration55 records
AI capability8 records
Feature5 records
Dazos partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- RVK AIcoreDazos partnered with RVK AI to integrate advanced AI Agents into its CRM platform. The AI Agents are trained on over 200,000 real calls and are designed to automate calls, verify insurance, conduct pre-screenings, and boost revenue recovery for behavioral health facilities.
- Kipu EMRcorePre-built integration that brings client, admission, and clinical data into Dazos to eliminate duplicate entry and maintain accuracy between operational, billing, and clinical workflows.
- Lightning StepcoreConnects clinical and operational workflows with real-time data syncing. Streamlines admissions and improves care coordination.
- SunwavecoreSyncs admissions, client records, and billing data between Sunwave and Dazos for improved operational efficiency and visibility.
- NetsmartcoreSyncs client records, admissions, clinical data, and care workflows between NetSmart and Dazos. Keeps teams aligned with real-time data sharing.
- AllevacoreEnables real-time data sharing between Alleva and Dazos to unify clinical insights with revenue and engagement workflows.
- Navix HealthcoreConnects Dazos CRM to Navix Health's AI-native EMR. Every lead flows from first contact to admission into Navix, while clinical and post-discharge updates sync back to Dazos.
- Qualifacts CrediblecoreBi-directional integration pushes every lead from inquiry to intake straight into Qualifacts, then pulls clinical and discharge data back into Dazos.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Dazos competitors and assessment
Company assessmentDirect peers
- Ritten: Behavioral health practice management and CRM software built for treatment centers. Directly comparable on admissions, lead tracking, and patient engagement.
- Sunwave (Cantata Health): Behavioral health and addiction treatment software suite including EHR and billing. Overlaps on admissions, clinical, and billing workflows that Dazos targets with CRM and IQ modules.
- Alleva: Behavioral health EHR and CRM platform for treatment centers, with admissions and clinical documentation capabilities. Competes directly for the same buyer and integrates with Dazos today.
- Rethink Behavioral Health: Behavioral health practice management software with CRM, clinical, and billing modules serving treatment centers. Overlaps with Dazos' CRM and operations suite.
- BestNotes: Behavioral health EHR and CRM for substance abuse and mental health treatment facilities. Competes for the same SUD and mental health buyer on admissions and patient management.
- Kipu Health: Behavioral health EMR and operations platform serving SUD and mental health treatment centers. Directly overlaps with Dazos on admissions, billing, and CRM-adjacent workflows and is already a Dazos integration partner.
- Lightning Step: Behavioral health-specific CRM and EMR platform for treatment centers. Most direct competitor on admissions, intake, and patient relationship management for the same buyer persona.
- Qualifacts: Behavioral and human services EHR platform serving treatment centers and behavioral health agencies. Competes in clinical and operational workflows that Dazos complements through CRM and marketing automation.
Broad incumbents
- Netsmart: Large, established behavioral health and human services technology vendor offering EHR, practice management, and care coordination. Competes broadly with Dazos as a scaled incumbent with deeper resources.
- Salesforce Health Cloud: Horizontal CRM giant with a healthcare vertical product. Competes indirectly with Dazos on enterprise CRM for provider organizations, though lacking behavioral health-specific workflows and terminology.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Dazos social profiles
Digital presenceDazos compliance and trust
Trust signalCompliance2 records
Dazos financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dazos leadership team
Management profileNumber of profiles
Profiles12 records
Dazos funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dazos M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dazos
What does Dazos do?
Dazos provides a unified behavioral health revenue growth platform centered on a purpose-built CRM that connects admissions, marketing, and billing workflows for treatment centers. The core offering is augmented by integrated AI-powered modules including Dazos IQ for billing intelligence, iCampaign for marketing automation, iVerify for insurance verification, AI Agents for 24/7 admissions automation, and Marketing Reports for ROI analytics, all sold as a SaaS subscription to behavioral health facilities.
Is Dazos a public or private company?
Dazos is a private company. It is classified as venture growth investor backed and is currently operating.
When was Dazos founded?
Dazos was founded in 2021. It employs 11 to 50 people.
Where is Dazos based?
Dazos is headquartered in Boca Raton, United States, in the North America region.
How does Dazos make money?
One revenue line is on record: saaS/CRM Subscription.
Who are Dazos's main competitors?
Direct peers on record are Ritten, Sunwave (Cantata Health), Alleva, Rethink Behavioral Health, BestNotes, Kipu Health, Lightning Step and Qualifacts. Broad incumbents are Netsmart and Salesforce Health Cloud.
Does Dazos have an API?
Yes. Dazos offers an open API for building fully custom integrations and automating any workflow. The platform supports REST API connections and webhooks for real-time event data. Custom API support is available for tools not already in the integrations directory. Developer documentation is at dazos.com/solutions/integrations.
What industry is Dazos in?
Dazos's product category is Behavioral Health CRM Software. Its primary akta.pro industry code is HLACAEAO, Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach), with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 5182 and its SIC code is 7372.