Industry experience
Where we operate: behavioral health, telemedicine and virtual care, and B2B SaaS revenue teams. Salesforce and AI built around each real workflow.
Behavioral health & addiction treatment
For the COO and operations leadership: referrals, VOB, admissions, and census carried by one system instead of re-keyed between two. We build the integration patterns running in production at treatment centers today.
Telemedicine & virtual care
For clinical ops and care navigation leaders: patient messaging where the clinical record lives, presence-aware routing to available nurses, nurse consoles with the episode in view, and engagement analytics leadership can read.
B2B SaaS & revenue teams
For RevOps and revenue leadership: pipeline architecture, routing, quote-to-close, and attribution built as one system the team and board can trust, with AI adopted safely where it pays.
Looking for the outcomes behind these? See the results library.
Industry working session
Free, 30 minutes, no obligation.
100+Clinical paperwork that fills itself in
