HubSpot for healthcare.

WWe architect the CRM for virtual care from first search through intake, eligibility and repeat visits — with sensitive properties, restricted access and consent state configured before the first form goes live.

• BAA execution and sensitive-property configuration
• Intake forms with consent capture and audit trail
• Eligibility and insurance verification routing
• Scheduling sync and no-show recovery sequences
• Reporting designed around the BAA carve-out

Multi-site provider groups lose patients between the phone, the portal and the front desk. We model location, provider and payer as first-class properties so routing, capacity and recall work the same way in site one and site forty.

• Location and provider routing with capacity rules
• Inbound call and web enquiry unified on one record
• Insurance and payer eligibility at point of enquiry
• Recall and reactivation cycles by procedure type
• Referring-physician attribution per location

Digital therapeutics and remote monitoring live or die on activation and sustained use. We build the CRM around enrolment conversion, device activation and adherence decay — with reimbursement status on the same record.

• Prescription and referral intake from provider channels
• Enrolment funnel with drop-off triggers at each step
• Device activation and first-use monitoring
• Adherence decay scoring and re-engagement sequences
• Reimbursement and payer coverage status tracking

Medtech deals run through clinicians, procurement, biomed and finance, often across eighteen months. No BAA constraint here, so we use the full reporting surface to model the committee, the evaluation and the reorder tail.

• Buying committee modelled per account, not per contact
• Clinical evaluation and trial-placement stages
• Tender, quote and configuration management
• Distributor and channel-partner performance
• Consumable reorder and install-base expansion

Health SaaS runs two motions at once: self-serve usage and a twelve-month enterprise cycle gated by security review. We wire product events into the CRM and make the security questionnaire a tracked stage rather than a black hole.

• Product-qualified lead scoring from usage events
• Security review and questionnaire as pipeline stages
• Buying committee and champion tracking
• Onboarding-to-activation handoff with success
• Expansion, renewal and churn-risk signals

Pharma content cannot ship without approval, and field teams cannot act on a CRM the medical team does not trust. We build the engagement layer alongside Veeva rather than against it, with approval state attached to every asset.

• MLR approval state tracked per asset and per market
• HCP and KOL engagement history across channels
• Congress, symposium and webinar attendance capture
• Field medical and commercial team separation of data
• Veeva coexistence with a clear system-of-record line