CRM Solutions & Automation
Automated systems that connect your tools, streamline client management, and save time.
Sales CRM & Pipeline
Automated CRM for tracking leads, opportunities, and customer interactions.
- Automated lead management with real-time updates and reminders.
- Integrated data from email, calendars, and CRM tools for a complete view.
- Customizable dashboards that adapt to your sales process.
- Automated reporting and insights for sales performance.
Sales CRM Dashboard
Finance CRM & Insights
Unified financial dashboard for tracking accounts, expenses, budgets, and currency exchange.
Finance CRM Dashboard
- Automated financial tracking with integrated data from accounting tools.
- Real-time financial insights and automated reporting.
- Customizable dashboards for financial performance analysis.
Analytics CRM & Insights
Data-driven CRM with interactive charts, KPIs, and configurable tables for actionable insights.
- Automated data integration from multiple sources for comprehensive insights.
- Customizable analytics dashboards for tracking key performance indicators.
- Automated alerts and notifications for important metrics.
Analytics CRM Dashboard
Universal AI Interface for Physicians
EHR-agnostic, clinician-first agent system for notes, orders, and patient messages.
- AI-driven automation for clinical tasks and data integration.
- Integrated EHR data for streamlined clinical workflows.
- Automated alerts and notifications for patient management.
Agentic UI
WozPrep Practice Platform
Highlighting, timing, analytics, and a content pipeline for MCAT.
Exam flow & breakdown
- Automated data integration for student performance tracking.
- Customizable analytics for educational outcomes.
- Automated notifications and alerts for student progress.
Ready to Streamline Your Workflow?
Tell us what’s slowing you down. Whether you need help with intake, client management, or automation; we’ll refine what you have, replace what you shouldn’t keep, and bring everything together into one smooth, reliable system.