CRM Systems
Setup, migration, clean-up and automation for your CRM, connected to billing, support and ops so teams share one customer record.
1shared record for each customer
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Your operations,
run on automation
Connected systems for sales teams, operations and healthcare practices. We take repetitive work off your team, cut running costs and help you grow without hiring at the same pace.
Make, n8n, Zapier & Power Platform
CRM, sales & healthcare systems
ROI tracked on each build
You own the workflows we build
Something happensSystems updated
Sales
New enquiry from tessellate.ioenriched → scored 86 → assigned to Sam → deal created
4systems touched
0copy-paste steps
1.8send to end
What we deliver
Every layer of automation, under one roof.
From a single workflow to a company-wide rollout, we learn how your work runs, build it well and track what it returns.
Sales Systems
Lead capture, scoring, routing, follow-up, quotes and forecasting, built as one connected system so new leads get a fast response.
Secondsfrom new lead to an assigned rep
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Make.com Automation
Multi-step Make.com scenarios that connect the tools in your stack, with routing and error handling built in.
1connected stack in place of scattered tools
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Patient Intake & Scheduling
Online booking, digital intake, eligibility checks, reminders and waitlist backfill, so patients arrive ready and the front desk chases less paperwork.
Fewerno-shows and empty slots
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Revenue Cycle Automation
Eligibility, prior authorisations, claim scrubbing, denials, payment posting and A/R follow-up, automated to help claims go out clean and get paid.
Fasterpayment for care you've delivered
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Business Process Automation
Invoicing, onboarding, inventory, HR and reporting, automated end to end and mapped to how your team works.
Hoursback to your team each week
Referral & Records Processing
Faxed referrals, lab results and scanned records read automatically, matched to the right patient and sent to the right queue for review.
Fasterreferral handling, less manual entry
n8n Self-Hosted Automation
Your own secured, managed n8n instance, for when data needs to stay in-house or per-task fees add up.
Flathosting cost, no per-run fees
Patient Recall & Reviews
Patients due for check-ups invited back, lapsed patients re-engaged and happy patients asked for reviews, all from your own records.
Fullerschedules without extra ad spend
Data Pipelines & Dashboards
Data collected and cleaned automatically, then shown on live dashboards that pull from Sheets, Airtable, BigQuery and your other sources.
Livereports without manual exports
Zapier Automation
Multi-step Zaps with paths, filters, webhooks and Tables that link the everyday apps your team already uses.
Daysfrom idea to a working integration
Claude AI Development
Production systems on Anthropic's Claude, including API integrations, custom MCP servers that connect your data, and AI agents.
MCPconnections to your own tools
Microsoft Power Platform
Power Automate, Power Apps, Power BI and Copilot for teams on Microsoft 365, built into Teams, SharePoint and Dynamics.
M365built on what you already use
Automation Audit & Roadmap
We interview your team, time the manual work and give you a ranked roadmap with tool choices and expected payback.
1prioritised plan, yours to keep
Monitoring & Maintenance
We monitor your automations, alert on failures, fix issues and keep a change log so workflows stay healthy after launch.
Earlywarning when a workflow fails
See it in action
What working with us looks like.
Four steps, from the first call to launch and ongoing support.
Phase01
Discover
A working session on how things run today and where the manual hours go.
You getA process map and a ranked list of what to automate first.
Phase02
Blueprint
A written spec covering scope, tools, timeline, cost and how we'll measure success.
You getA signed-off spec and a fixed quote before the build starts.
Phase03
Build
Built in your accounts and tested on real records before go-live.
You getTested workflows that you own.
Phase04
Launch & Support
Go-live, a recorded handover, then monitoring and improvements as you grow.
You getA handover recording, a runbook and ongoing monitoring.
Integrations
Works with the tools you already use.
We build automations across CRMs, marketing, accounting, e-commerce, project management and AI tools.
Running something that isn't listed? It likely connects.Ask us →
Ways to work with us
Pick the model that fits.
Projects vary in size, urgency and budget, so we offer three ways to work. You can switch as your needs change.
On-Demand Hours
Buy time as you need it for fixes, quick integrations or audits, with no ongoing commitment.
- Flexible hourly billing
- No minimums or contracts
- Quick turnaround on requests
- Hours logged and visible
- Best for: fixes and audits
Most chosen
Monthly Retainer
A set block of automation time each month for new builds, improvements and growing your stack.
- Reserved hours each month
- Priority queue with a response SLA
- Unspent hours carry forward
- Monthly performance review
- Best for: scaling businesses
Fixed-Price Project
A defined build at an agreed price, with the total confirmed before work begins.
- Scope and deliverables agreed upfront
- Agreed cost and timeline
- Payments tied to milestones
- Post-launch support period
- Best for: MVPs and one-off builds
Get in touch
Start with one process. We'll handle the rest.
Book a free call and walk us through how your team works. We'll suggest where to start, what it involves and the likely return.
Book a free callPick a time that suits you
→
Prefer email?info@kairoscend.com
- Free automation audit
- No obligation
- You own what we build