CRM setup & migration
Whether you are starting fresh or escaping a system nobody uses, we stand up a clean CRM built around how clinics actually sell: treatments, consultations and treatment plans.
- Platform selection: HubSpot, GoHighLevel, Pipedrive, Salesforce or your PMS
- Clean migration of existing patient and enquiry data
- Pipelines built by treatment and consultation stage
- User roles, permissions and patient-data safeguards



