Pain points:
-Tracking complex projects with privacy compliance
-Tracking Patients File
-Tracking staff activity (timesheet)
Tech Stack:
➡️CRM: Monday.com for CRM, Hubspot, Airtable
➡️Workflow & Activity Management: Monday.com, Airtable
➡️Proposals: PandaDoc
🔗Integrations across all industries: Zapier & Make.
Process improvement:
-Funnel setup
- Payment tracking integration