Add-on — CRM Setup & Integration

Add-on: CRM Setup & Integration

Ideal for clinics needing to organize, track, and automate their patient lead flow from first click to booked appointment.

This one-time setup transforms your CRM from a simple contact list into a powerful sales and marketing engine, ensuring no lead falls through the cracks.

What's Included:

• Sales Pipeline Build: We design and build a custom  pipeline  (e.g., "New Lead," "Contacted," "Booked," "Patient") tailored to your clinic's workflow.
• Custom Fields: Creation of  custom contact fields  to capture essential patient data (e.g., "Service of Interest," "Location").
• Basic Automations: Setup of essential automations like  lead assignment notifications to your team and automated "task creation" for follow-ups.
• Dashboard Setup: A basic reporting dashboard to track lead volume, conversion rates, and team activity.

Requirements:

• An active subscription to a supported CRM platform.
• Admin access to your CRM and any lead sources (e.g., website forms, ad accounts).
• A clear breakdown of your internal sales or front-desk process for handling new inquiries.

Key Terms & FAQ

• Supported Platforms: We primarily specialize in HubSpot and ClickUp . Other platforms can be supported on a case-by-case basis; please inquire.
• Project Timeline: This one-time setup project is typically completed within 10-14 business days after a full discovery session.
• What's Not Included: This does not include the monthly license fee for your CRM software or ongoing, day-to-day management.