IMPLEMENTATION · CRM & AUTOMATION

CRM & Tech Implementation

We install the CRM, the automations, and the integrations that make the rest of an operator’s stack coherent. Our primary platforms are GoHighLevel for sales and marketing pipelines, Tebra for healthcare practice management, and Google Workspace for documents, email, and calendar. Every build includes documentation and a named handoff.

Typical builds

GoHighLevel sub-account setup: pipelines, opportunity stages, tags taxonomy, email + SMS templates, calendar-booking funnels, missed-call text-back.
Tebra setup or remediation: appointment types, provider calendars, insurance/billing config, patient-portal onboarding flow.
Automation layers: Fluent Forms or Gravity Forms → GHL webhooks, Zapier or native integrations across Stripe, QuickBooks, and Google Sheets.
Documentation: every workflow captured in a runbook so your team can maintain the build after handoff.

Pricing

Fixed-fee by scope. A standard GHL sub-account build with two pipelines, three calendar funnels, and a lead-routing automation layer takes three to five weeks and is quoted up front. Complex multi-system integrations are scoped after a discovery call.

Scope a tech build

Frequently Asked Questions

What is CRM implementation for medical practices?

CRM (Customer Relationship Management) implementation involves setting up and configuring software that helps your practice manage patient communications, appointment scheduling, follow-up reminders, marketing campaigns, and lead tracking. A properly configured CRM streamlines patient engagement and reduces the administrative burden on your front office staff.

What CRM platforms does PMC work with?

Practice Management Consultancy specializes in healthcare-focused CRM solutions, with particular expertise in GoHighLevel and similar platforms designed for patient acquisition and engagement. We configure automation workflows, set up appointment booking funnels, build follow-up sequences, and integrate the CRM with your existing practice management and EHR systems.

What technology services beyond CRM does PMC provide?

Our technology implementation services include EHR system selection and setup, practice management software configuration, automated patient communication systems, online scheduling integration, telehealth platform deployment, and workflow automation. We evaluate your current technology stack and recommend solutions that improve efficiency without unnecessary complexity or cost.

How long does a CRM implementation take?

A basic CRM setup can be completed in 2 to 4 weeks, including configuration, workflow automation, staff training, and testing. More complex implementations involving multiple integrations, custom workflows, and data migration may take 6 to 8 weeks. Practice Management Consultancy manages the entire process so your team can focus on patient care while we handle the technical setup.