Industries

Built around how your industry actually operates

Salesforce and AI systems shaped by the workflow — patient admissions, product-led revenue, regulated money movement — not adapted from a generic template afterward.

Healthcare & behavioral health

From patient inquiry to admitted, without the re-keying

Care-delivery businesses run on two systems that don't talk — a CRM for admissions and marketing, an EMR for clinical truth. We close that gap. For Goldfinch Health, that meant a patient-communication platform managing 100,000+ messages around surgery journeys. For psychiatric, addiction-treatment, and virtual mental-health providers, it means admissions funnels, real-time EMR sync, self-recalculating census numbers, and clinical documents that file themselves.

  • 100,000+ patient messages managed on one platform
  • Admissions pipelines that push complete patient records into the EMR automatically
  • A daily census the whole business trusts — it recalculates itself

SaaS & startups

A revenue engine that keeps up with the roadmap

Growth-stage companies outrun their CRM. Lead routing lags the ICP, attribution can't answer the board question, and every workaround becomes someone's job. We build the revenue system underneath — capture, routing, lifecycle, attribution, and reporting as one operating motion — sized for a team that ships weekly.

  • Revenue operations rebuilt around Salesforce as the control layer
  • Routing and follow-up automation that converts more of the same traffic
  • Attribution leadership actually uses in the Monday meeting

Fintech & accounting

Revenue data your auditors and your reps both trust

When money moves through the workflow, integration quality is the product. We connect Salesforce to billing, payments, and finance systems — QuickBooks, Stripe, NetSuite-class stacks — with the error handling, idempotency, and monitoring that regulated operations demand, so finance and revenue finally reconcile.

  • Billing and payment data synced to the records reps actually work
  • Integration engineering with retries, alerting, and full audit trails
  • Operating monthly revenue growth from $10K to $360K+ on systems we ran

Looking for the outcomes behind these? See the results library.

Initial systems consultation

Bring us the workflow your industry actually runs on.

  • You leave with
  • A focused consultation with a senior systems consultant
  • A current-state fit and architecture read
  • A recommended path — implementation, ongoing ownership, or product