Software Integration

Information entered once appears wherever else it is needed. A new website inquiry becomes a contact in your CRM, tagged with where it came from, and the booking details reach your scheduling and invoicing tools without anyone copying them.

CRMs such as Salesforce and monday.com, Microsoft 365 and Google Workspace, accounting and invoicing tools, calendars, website forms, spreadsheets, and practice and phone systems such as ModMed and RingCentral.

Yes. New leads, contact changes and deal stages stay the same in your CRM, your inbox and your calendar, so the record is the same everywhere you look.

Usually, yes. We build on automation platforms such as n8n and Zapier and on native connections, which link to most CRMs, calendars, accounting tools, email and practice-management systems. Where a system allows connections we can usually connect it; where it does not, we tell you on the discovery call.

Yes. For healthcare clients we build HIPAA-compliant solutions on platforms that are themselves HIPAA-compliant, such as Holly AI by Nimblr for scheduling, which Nimblr states is HIPAA-compliant and SOC-certified, and we design the workflow so protected health information never leaves those systems. Ask us how this applies to the systems you use.

It depends on the workflow and how many systems are involved. We agree a scope and a delivery date before work starts, and we tell you if either changes.