Service · Build
Workflows that
fit the work.
Per-project CRM builds for nonprofits and medical clinics. Workflows, automations, and reporting that match how the team actually works. You bring the work. I build the system.
With a
free call.
Custom builds do not start with a quote. They start with a free 30-minute call. If an Audit is the right next step, it is $1,500–$4k depending on scope. If we do more work after, we can apply the audit toward that engagement.
What we
build
CRM systems shaped to the team. Not a generic rollout.
- CRM workflows that match how the team actually works — intake, follow-up, boards, and handoffs that do not live in someone's head.
- Automations that connect the CRM to forms, files, billing, and the other tools you already pay for.
- Reporting leadership can use. Native views when the CRM can show the picture. A simple dashboard when it cannot.
- Clinic-shaped work: order or patient intake, records, agreements and PDFs, subscriptions, referral tracking, and catalog coordination — with a compliance-minded vendor stack and BAAs where the work requires it.
- Nonprofit-shaped work: cleanup of the CRM you already have, team CRMs off spreadsheets, and training plus practical SOPs at handoff.
How this
shows up
Capabilities from real clinic and nonprofit work. No client names. No invented numbers.
Typical work is a connected CRM stack for the practice — records, billing, forms, files, and automations. Intake creates the record. Agreements, subscriptions, referral tracking, and the product catalog stay in the same system. We handle this with vendors that can sign a BAA when the data requires it.
Typical work starts with an audit of the data and the current tool, then cleanup of boards, views, and native reporting. When leadership needs a picture the CRM cannot show, we add a simple dashboard. When a team is still on spreadsheets, we build and migrate a CRM they can actually run, then train the people who will use it.
What it
costs
Per-project quote · scoped after we talk
We set the price after a free 30-minute call — and after an audit if that is the right next step. You know the price, the timeline, and what is in scope before we start. No surprises. No hourly creep. Half upfront, half at delivery — or milestone-based for longer builds.
Who this
is for
Nonprofit and clinic teams with a real CRM problem and the people to use what gets built. Start with a free 30-minute call. If an Audit is the right next step, we do that before we quote a build.
Anyone who wants a quote before we look at the CRM. Start with a free 30-minute call. Teams that only need cleanup inside the CRM they already have should optimize first, not a full build.
Have a build in mind?
Start
With a
Free call
Thirty minutes. We look at your CRM. Then we decide if an audit — and a build — is the right next step.