A multi-location wellness clinic running the full system today, from EMR-integrated automation to business intelligence.
- 40%
- lead-to-consult, sustained for a full year
- 150%+
- growth in monthly new patients in 8 months
Platforms & integrations
Your tools, finally talking to each other.
Sales lives in one tool, operations in another, and the numbers in a spreadsheet. We build and connect your CRM, EMR or ERP, scheduling, and accounting so every customer has one record and every handoff happens automatically.
How do you know your systems are holding you back?
Your CRM and your booking, EMR, or ERP system disagree about who is a customer.
Staff copy data between systems by hand.
You bought a CRM that nobody really uses.
Reporting takes days because the data lives in five places.
How we do it
Step 1: Map the operation
We document how leads, customers, and money actually move through your business before touching any tool.
Step 2: Build or rebuild the core
A CRM configured to how you sell, with pipelines, automations, and routing your team will use.
Step 3: Connect everything
EMR, ERP, scheduling, messaging, and accounting integrated both ways, then validated with real data.
Step 4: Train and run
Your team learns the system, and we keep it running as your business changes.
What we build
- CRM implementation, cleanup, and team training
- EMR integration, including eClinicalWorks
- Scheduling and booking platform integration
- Portals for staff, partners, and customers
- Accounting and revenue handoff
- Data validation, enrichment, and deduplication
Tools we often use
- HubSpot
- Keap
- GoHighLevel
- Zenoti
- eClinicalWorks
- QuickBooks
- Zapier
- Make
- n8n
And whatever else solves the problem. We are not tied to any one platform.
The work behind it
A full Keap CRM buildout that made outreach, follow-up, and nurture hands-off, and freed the team for live conversations.
- Hands-off
- outreach, follow-up, and nurture, with drip sequences across the whole product line
A Tampa land wholesaler preparing to franchise. We ran a full consulting engagement: mapped the operation end to end, then designed the system to scale it, down to the portals, the matching engine, and a tool stack a new franchise location could run on day one.
- 3 portals
- staff, builder, and seller partner, on one shared database
- 2 tracks
- buyer relationships and the deal pipeline, mapped end to end
Questions we hear
Which CRM should we use?
The one that fits how you sell and that your team will actually use. We are a HubSpot Solutions Partner, a Keap Certified Partner, and a Thryv Certified Partner, and we also build on GoHighLevel. We recommend based on your operation, not on which platform we prefer.
Can you integrate our CRM with our EMR?
Often, yes. For Innovation Health we integrated eClinicalWorks into lifecycle automation and reporting. With other systems we map what they expose, then connect what they allow.
We already have a CRM that is a mess. Do we have to start over?
Rarely. Most messy CRMs can be cleaned up, restructured, and connected. We keep what works, migrate what needs to move, and retire the rest.
Do you only set things up, or do you run them too?
Both. Some clients hire us to design and build, then run it themselves. Others keep us on to operate and improve the system as their growth team.
Where we do this most
Where is your funnel breaking?
One call. We will find the stage that is holding you back and tell you honestly what we would do about it.
Book a call or email info@captaflow.com