Salesforce for Healthcare

Every Patient Relationship, Every Location,
Every Compliance Requirement, Handled.

We build Salesforce for the way healthcare organizations actually operate: patient records that follow them across visits and locations, plus the compliance structure regulated data demands.

Book A Healthcare CRM Consultation

Trusted By Healthcare Organizations

HR Pharamacy Empathetix Wellness Trinity Networx

From multi-location wellness clinics to specialty pharmacies to the IT teams that keep healthcare practices HIPAA-compliant, we build Salesforce systems that treat patient and practice data with the care regulated industries require.

Sound familiar?

Where Systems Break Down

Account manager reviewing campaign performance on a dashboard

Patient and client records live in disconnected systems

Between your EHR, POS or pharmacy system, intake forms, and email, nobody has one clear view of a patient or client relationship.

Team reviewing retainer hours and utilization on a spreadsheet

Compliance and data security aren't optional, they're the job

Handling protected health information means every workflow needs the right permissions and audit trail built in, not added as an afterthought once something goes wrong.

Marketer building a client report deck from multiple ad platform exports

Growth and referrals are hard to track

Whether it's a new patient, a returning client, or a referral from another provider, there's no consistent way to see where relationships come from or follow up on them.

The VYE Execution Roadmap

Step 1

Home Page & Patient/Client Hub App

One home base for front desk staff, providers, and account teams. See every patient or client record, appointment, and follow-up without switching between five systems.

Step 2

Patient/Client 360

A single record follows every relationship across visits, locations, or accounts — built with the permission structure regulated healthcare data requires.

Step 3

Reports & Dashboards

Real-time visibility into patient or client volume by location, referral sources, and compliance status. Leadership isn't waiting on a manual report to know what's happening.

Book A Healthcare CRM Consultation

Tell us about your accounts, your retainers, and where reporting is eating up your team's time. We'll show you what a unified Salesforce system looks like for you.