CRM setup, integrations and management for healthcare organizations
HubSpot, Salesforce and monday.com, set up and managed for US healthcare teams, including patient intake from HubSpot into HIPAA-compliant EHRs.
Sound familiar?
- Front-desk staff copy new patient details from one system into another.
- Your intake form and your EHR don't talk to each other.
- Marketing wants the CRM, and compliance wants patient data handled carefully.
- The admin team is already stretched before anyone touches the CRM.
What we do
Setup and management of HubSpot, Salesforce and monday.com, plus integrations that move the right data between them and your clinical systems.
Our work
For a US healthcare provider, we built and manage an integration that sends new patient entries from HubSpot straight into their HIPAA-compliant EHR. We also set up and run their Salesforce org and monday.com workspace.
Related services
- HubSpot onboarding and managementSetup, migration and monthly portal management.
- Salesforce setup and managementOrg setup, migration, integrations and monthly admin.
- monday.com setup and managementProcess design, workspace setup and monthly management.
- Custom developmentWebsites, portals and integrations built to your requirements.
Common questions
Can you take over from our current CRM partner or admin?
Yes. We start with a review of the setup as it stands, document what's there, and take over from that point.
What does an hour of management cover?
Day-to-day CRM work: new workflows and properties, reports and dashboards, user changes, fixes, data clean-up and small builds. Larger work, like a new integration, may be quoted as a separate project.
Is the Systems Review free?
Yes. It's a call about your systems, and you get a written scope and quote afterwards.
Talk to us about your systems
Book a free Systems Review. Tell us how your team works today and what you want built, connected or run. If we're a fit, you get a written scope and quote.
Book a free Systems Review