Best for clinics that want a solid foundation without the extras.
✔ Full CRM Setup (one-time fee)
✔ Software Access & Updates (monthly)
✔ Essential Technical Support
✘ Priority Onboarding
✘ Personal VA
Perfect for those who want to get started at their own pace.
Ideal for busy teams that want to go live quickly.
✔ Full CRM Setup (one-time fee)
✔ Software Access & Updates (monthly)
✔ Priority Onboarding
✔ Guided Setup Walkthrough
✘ Personal VA
Includes faster onboarding so your clinic can start seeing results sooner.
Best for teams that want hands-on support with setup and daily CRM tasks.
✔ Full CRM Setup (one-time fee)
✔ Software Access & Updates (monthly)
✔ Priority Onboarding
✔ Guided Setup Walkthrough
✔ Personal VA Support (limited-term)
Add staff data
Monitor and support CRM workflow
Ensure everything runs smoothly
Includes a dedicated assistant to handle the CRM side while you focus on your patients.
Tell us a bit about your business so we can recommend the best fit for you.