CRM Strategy That Scales With You

At Kepler, we help startups and growth-stage teams choose, implement, and optimize CRMs that power engagement, operations, and growth - without compromising on compliance, scalability, or user adoption.

Get in Touch

Why CRM Matters

Whether you’re launching a digital health platform, scaling a services marketplace, or coordinating care across providers, your CRM isn’t just a contact database. It’s the nervous system for:

Patient or customer communication
Workflow automation
Growth metrics and insights
System integrations

Choosing the right one - and setting it up smartly - makes all the difference.

Why CRM Should Power More Than Sales

A modern CRM should go far beyond tracking contacts. When implemented right, it enables:

End-to-end visibility across your operations
Automated, auditable workflows for patient or client journeys
Seamless integration with the rest of your tech stack
Cross-team coordination - from intake to follow-up

We help you design, integrate, and scale those systems - starting with the CRM, and expanding outward.

Integrated. Not Isolated.

We’ve integrated CRMs with tools like:

EMRs / EHRs

ERP, Billing & Accounting Systems

Form builders

Internal databases and analytics tools

Scheduling systems

AI Automations

Messaging platforms & VoIP

HR & Customer Service

Strategy + Execution Under One Roof

We combine strategic thinking with hands-on implementation — so you don’t need to bridge the gap between consultants and doers.

Platform-Agnostic, Outcome-Driven

We don’t push one CRM—we guide you to the one that fits your operations, stage, and scale.
You get a tailored plan, not a one-size-fits-all platform.

Workflow-First Approach

We design or reconfigure workflows around your actual processes and goals — so your CRM reflects how your team really works, not just what the platform can do out of the box.

Full-Stack Integration Support

From EHRs and schedulers to messaging and forms, we build the integrations that turn your CRM into a central command center.

A fit for Regulated, Complex Environments

We’re fluent in HIPAA, audit logs, access controls, and enterprise data structure, making us the right partner for healthcare and other high-compliance sectors.

Trusted by Teams Who Need to Move Fast

As official partners of HubSpot, Zoho, and Insightly, and experienced in tools like Salesforce, Klara, and others, we bring proven tools, rapid timelines, and startup-savvy execution.

Our Flagship Offer: CRM Fit Check

Not sure where to start?

In just 90 minutes, we’ll map your workflows, identify your must-have features, and devise the framework for market analysis to evaluate your best-fit CRM options — customized to your stage and goals.

What We’ll Cover in This 90-Minute Strategy Session

Deliverable: Tailored CRM Decision Brief

✅ Your top CRM-related use cases

✅ A prioritized list of must-have features

✅ A comparison of recommended CRM platforms, with pros, cons, and tradeoffs

✅ Strategic considerations for compliance, integrations, scalability, and rollout timing

Testimonials

Garrett White, Founder at Wake Up Warrior

The work that you put in to get the app deployed at the time that you did, and the speed that you did - thank you, I appreciate you. And now we have a lot of big stuff to do
Waseem Ghannam, MD, CEO and Co-Founder at TeleHealth Solution

What I’m speaking from a clinical perspective is being translated to a tech or app perspective. They always make sure we’re aligned in that, and they’ve been fantastic to work with
Kaitlyn Rice, Co-founder & COO at HireMe Healthcare

They’re communicative, thoughtful, critical thinkers and extremely capable creators. Thanks to these qualities, we have a product – an app and a website – and a pathway for how to grow it moving forward
Scott Fielder, CEO at TriFin Labs Inc.

They're qualified help and a good partner, who essentially will come alongside you, understand exactly where you are, where your targets are, and then help you get there. Your investment would be worth it.
Jeff McGregor, CFO at WakeUp Warrior

We have been using Kepler for two years, and couldn’t be more happy with their services. We started off with a smaller software team, and continue to expand our software development with them. Highly recommend!
Neville Orellana, Director of Engineering at Connexient

Kepler Team helped us get to production during difficult times. They are highly technical and dedicated professionals, and I look forward to engaging their services again in the future.
Alex Daniels, Founder & CTO, meMR Health

We're impressed with their level of expertise in the healthcare industry, the unbelievably high quality of developers they keep and train, and the hands-on/personal management style they have

Proven methodology

At the heart of Kepler Team's methodology is System 4096™ - a set of Kepler's proprietary software design tools providing invaluable guidance to optimize innovation and reap its benefits.