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Custom-Built Business Operating Systems
Every operation runs on systems.
We build the ones that control your pipelines, automate your workflows, and secure your data—CRM, ERP, and HIPAA infrastructure built for precision and scale.
We build the ones that control your pipelines, automate your workflows, and secure your data—CRM, ERP, and HIPAA infrastructure built for precision and scale.
Customer Relationship Management Systems
Omni-channel lead capture and segmentation
Client communication setup, automation and AI integration
Custom pipeline and stage development
Custom workflow triggers, task management and notifications
Client activity notes and appointment scheduling
Role-based custom reporting and analytics dashboards
Enterprise Resource Planning Systems
Job scheduling, task and milestone management
Work orders, quoting, invoicing, and billing automation
Internal expense/income tracking and accounting integration
Project management and stage-based tracking pipelines
Role-based custom reporting and analytics dashboards
HIPAA Systems
Custom HIPAA-compliant data storage and management
User access control and audit trails
BAA-Compliant intake forms, document handling, and secure patient portals
AI automation integration for patient intake and patient support
Omni-channel patient communications and appointment reminders
Role-based custom reporting and analytics dashboards
Operations & Training
Internal system SOPs and support videos
System walkthroughs and training for internal teams
Ongoing technical support after system onboarding and optional system management