What is Blueprint CRM?

Blueprint CRM manages the provider contracting pipeline for health plan network builds. It replaces spreadsheets and generic CRMs (Salesforce, HubSpot) with a 10-stage workflow covering prospect outreach through credentialing and active contract status — configured for network ops on day one.

How many pipeline stages does Blueprint CRM have?

Blueprint CRM has a 10-stage pipeline built specifically for provider contracting: Prospect → Outreach → LOI Sent → LOI Signed → Contract Negotiation → Contract Executed → Credentialing → Credentialing Complete → Active → Closed/Inactive. Each stage has its own tasks, fields, and automations.

Does Blueprint CRM integrate with CAQH?

Yes. Blueprint CRM includes CAQH status tracking — you can see each provider's CAQH profile status, expiration dates, and attestation dates directly in the pipeline. You can also import providers from a CAQH export during onboarding.

Can I import my existing provider list into Blueprint CRM?

Yes. Blueprint CRM accepts provider data via CSV import. We can also work with exports from CAQH, your existing CRM, or a spreadsheet roster. Blueprint handles the data load — no IT involvement required.

How many users are included in Blueprint CRM?

One user is included per state subscription. Additional users — account executives, contracting staff, credentialing team, or admins — are $249/user/month. The read-only leadership portal never uses a seat.

How is Blueprint CRM different from Salesforce for provider contracting?

Generic CRMs like Salesforce require months of customization to work for provider contracting — custom fields, custom workflows, custom reports — and still won't give you adequacy scoring, county-level tracking, or HSD-formatted output. Blueprint CRM is configured for network builds on day one with zero customization required.

Does Blueprint CRM include outreach automation?

Yes. Blueprint CRM includes built-in email sequence campaigns for provider outreach — LOI introduction, follow-up sequences, contract reminders, and D-SNP recruitment. Sequences run from within Blueprint; no external email tool required.

The pipeline

A CRM that knows what a county is.

Salesforce can be made to track provider contracts. It takes months, a consultant, and it still won’t tell you whether Maricopa passes. Blueprint starts where that project ends.

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Ten stages, already configured. Nobody has to invent a workflow on day one.

01Prospect
02Outreach
03LOI sent
04LOI signed
05Negotiating
06Contract sent
07Executed
08Credentialing
09Credentialed
10Active

Every status meeting starts the same way.

Somebody asks where the build stands. Three people open three different spreadsheets. The numbers don’t match, and the next twenty minutes go to reconciling them instead of deciding anything.

Then the account executive who owns the relationship in the county you’re short in is out that week, and nobody else knows what was promised on the last call.

None of that is a people problem. It’s a system problem, and it compounds every week of a build.

A whiteboard showing a network build timeline: twelve week columns across the top, medical specialties down the side, and sticky notes marking outreach, credentialing and go-live for each.

Where the build lives before it lives anywhere else. Blueprint is the version that doesn’t get erased.

Click around. It’s the real thing.

Seeded with sample provider data so you can see how a build actually moves. Nothing here is a screenshot.

Loading Blueprint CRM…

Built around the work, not around a demo.

These are the three things a network team does every day. They’re the three things Blueprint is organized around.

Contracting

Every provider sits in one of ten stages with a named owner, a last-touch date, and the notes from the last call. When somebody asks where the build stands, the answer is on one screen.

Outreach

LOI introductions, follow-up sequences, contract reminders. Built for provider contracting rather than retrofitted from a sales tool, so the templates already say the right things.

Credentialing

CAQH status, primary source verification, committee review, recredentialing dates. A contracted provider who isn't credentialed doesn't count toward adequacy yet, and the pipeline reflects that.

Why it matters

The pipeline and the adequacy score are the same data.

In most shops they’re not. The contracting team works a list, and somebody periodically exports it into an adequacy tool to find out how it went. That gap between the two is where week 18 comes from.

When a provider moves to credentialed in Blueprint, the county score moves with it. Same system, same moment. That’s the entire idea.

How the adequacy scoring works

Your CMO can see the build without asking you for a slide.

There’s a read-only view for leadership showing live county coverage and build progress. It doesn’t use a paid seat, and it means the Friday update stops being something you assemble by hand.

One user included; add seats at $249/month
Roles for contracting, credentialing, and read-only leadership
Activity history per provider, so turnover doesn't erase context

The other side of this is the provider.

Everything above is what your team sees. For plans that want providers joining the network and maintaining their own locations, panel status and rosters — in a portal with your branding on it — our integration team builds that alongside the network build.

See what a custom provider portal looks like

Bring us a state and a filing date.

Thirty minutes on your actual service area. We’ll show you where the gaps would land.

Schedule a demo