monday.com Setup
A CRM built around the people you deal with, from clinicians and hospitals to every sale and invoice linked to both.
Read MoreSystems, Automation & AI For Health & Medical
Every relationship, sale and invoice in one place, so you always know who owes what.
5.0 From 25 Google Reviews
monday.com Bronze Partner
What We Usually See
Sound Familiar?
- Relationships with clinicians and hospitals untracked.
- Money owed chased from a spreadsheet rebuilt every week.
- Sales, orders and invoices kept in different places.
- No single view of each account.
- Follow-ups that depend on someone remembering.
- Reporting pulled together by hand.
How We Help
What We Build For Health & Medical
Sometimes that's a full system in monday.com. Other times it's one workflow automated, or AI taking over a job that's done by hand today. We start with how your business runs, then build only what it needs.
Client Story
Medical Device Supplier
Client case studies on how we have helped.
The Challenge
A surgical implant supplier whose business runs on relationships with individual surgeons across several hospitals. Nothing tracked the surgeon relationships or the sales, and the money owed to them by each hospital was chased from a spreadsheet, with each manufacturer sending a fresh list of outstanding balances every week.
What We Built
A CRM around the surgeons they work with, the hospitals they operate at, and every surgery and invoice linked to both. The weekly balance lists from each manufacturer are read in by AI and matched to their invoices, so outstanding balances update themselves.
The Result
They can see every surgeon relationship and every sale, and every week they know exactly which hospitals owe what, without rebuilding a spreadsheet by hand.
Slow payers get chased on time, so cash comes in sooner. And with the relationships finally tracked, they had the foundation to grow the surgeon network into new states.