Case Study: Casa Palmera achieves precision outreach and a 3,200-contact premium mental-health database with Act!

Act! proves a precision instrument for outreach work

Casa Palmera clinical advocate Phil Van Guilder used Act! to solve a simple but critical challenge: build and maintain a high‑quality, up‑to‑date database of mental‑health resources that clinicians and patients can trust. After leaving corporate sales, Phil needed a way to centralize thousands of contacts, avoid mass "spam" communications, and ensure every referral was accurate and relevant.

Phil relies on Act!’s contact management, mobile access and integrations plus more than 100 reusable letter templates to automate targeted, personal outreach and keep records clean. The result is a continually growing, meticulously curated database of over 3,200 clinicians, psychologists and specialists that functions as a premium resource—enabling regular, relevant communication and making it easy to match people with the right care.

Casa Palmera

Phil Van Guilder

Casa Palmera