platforms
Customer Relationship Management (CRM)
Platform area
CRM Integration That Connects Systems - and Simplifies Complexity
Salesforce. HubSpot. HighLevel. Microsoft Dynamics.
Your CRM should serve as the operational hub for engagement - not a disconnected database. We help health systems implement, connect, and optimize CRM platforms that integrate seamlessly across your digital ecosystem.
From marketing automation and patient acquisition to retention and service line growth, we make sure the technology foundation is sound - so your marketing and access teams can focus on strategy, not system issues.
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Platform selection & deployment: identify the right solution and stand it up the right way.
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Data integration: connect CRM with EHR, scheduling, call centers, and legacy systems.
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Technical configuration & support: ensure clean data flow, custom workflows, and long-term stability.
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Performance alignment: make CRM insights actionable across marketing, access, and service lines.
