Healthcare 4 months project

Custom CRM for Medical Training Company

National Medical Education Provider

CRM Development AI Automation Database Optimization

60% Reduction in admin time

3x Faster report generation

45% Increase in lead conversion

99.9% System uptime

01 The Challenge

Managing thousands of student records, course registrations, and instructor schedules across multiple locations using outdated spreadsheets and disconnected systems.

Student data scattered across Excel files, email threads, and paper forms
No visibility into sales pipeline or conversion rates
Manual report generation taking 20+ hours per week
Frequent double-bookings and scheduling conflicts
Inability to track student progress and certification status

02 Our Solution

Built a comprehensive custom CRM with automated enrollment workflows, AI-powered sales analytics, and real-time reporting dashboards.

Centralized student database with complete history tracking
Automated enrollment workflow with email sequences
AI-powered sales analytics predicting close probability
Real-time dashboards for management visibility
Integrated scheduling system preventing conflicts
Automated certification tracking and renewal reminders

03 The Results

60% Reduction in admin time

3x Faster report generation

45% Increase in lead conversion

99.9% System uptime

"They understood our business from day one. The system they built has completely transformed how we operate. What used to take our team hours now happens automatically."
— Operations Director, National Medical Education Provider