Leading Salesforce Experts for Behavioral Health Solutions

Partner with Salesforce experts who understand the unique needs of behavioral health. From implementation to customizations, we deliver results you can count on.

Trusted by

One Platform. Every Corner of Your Facility. Smarter than Ever.

We know the daily grind — underpaid claims, manual admissions, marketing guesswork. Our Salesforce builds unify admissions, marketing, and billing into a single platform, so leadership can make faster decisions with the data they already have.

Accelerate Growth

Track every lead from first contact through admission, verify insurance instantly, and sync in real time with your EMR — no report to pull, no guesswork.

Increase Revenue

Speed up reimbursements and reduce errors with automated billing and claims. Recover 10–15% in underpaid claims you’d otherwise never see.

Deliver Impact Faster

Ask any question, get an answer in seconds. Open any record and the context is already there — VOB status, history, flags, ready before the call.

Scale with Simplicity

From single-site to multi-location, Salesforce scales without adding complexity. Customize dashboards and workflows without a developer.

Real Results, Real Impact

See how our Salesforce solutions have transformed behavioral health operations

25%

Annual savings in Salesforce licensing costs

100%

Improved inbound call tracking & marketing attribution

3x

Faster admissions and reporting workflows

They've made a meaningful impact on our business in the brief amount of time that we've engaged them. They are truly a partner to us and I recommend them to anyone looking to get the most out of Salesforce.

Tommy Steis, CPA

Director of Finance

Behavioral Health Expertise That Makes the Difference

We understand the unique challenges of behavioral health from day one — because that’s the only industry we serve.

Custom Dashboards

See admissions, billing, marketing, and alumni data in one place. Track performance, spot trends, and make informed decisions in real time.

Data Security & Compliance

Protect patient data with built-in HIPAA compliance and enterprise-grade Salesforce security controls.

Long-Term Data Insights

Monitor year-over-year performance, optimize staffing and marketing budgets, and make smarter, growth-driven decisions.

Real-Time Integrations

Automate lead tracking and sync directly with your EMR. Follow outcomes through treatment and tie them back to campaigns and sources.

Expert Salesforce Consultancy

Comprehensive Salesforce solutions designed specifically for behavioral health organizations. We bring deep industry expertise to every engagement.

Salesforce Strategy & Implementation

End-to-end implementation for new organizations

Custom Salesforce Development

Tailored solutions for behavioral health workflows

Workflow Automation

Automate daily processes and reduce manual work

Advanced Reporting & Analytics

Real-time dashboards and compliance reports

Referral & Retention Management

Track, manage, and optimize your referral pipeline

System Integrations

Connect EMRs, billing, patient portals, and APIs

Optimization of Existing Salesforce

Improve performance of your current setup

Ongoing Support & Optimization

Continuous improvement and dedicated support

System Integrations

Connect your entire behavioral health tech stack

Salesforce + Kipu

Salesforce + CollaborateMD

Salesforce + VerifyTreatment

Salesforce + Call Tracking Metrics

Salesforce + Call Rails

Salesforce + Availity

Salesforce + Docusign

Salesforce + PandaDoc

Salesforce + Google Ads

Salesforce + Bing Ads

Salesforce + Kipu

Salesforce + Collaborae
MD

Salesforce + Verify
Treatment

Salesforce + Call
Tracking Metrics

Salesforce + Call Rails

Salesforce + Availity

Salesforce + Docusign

Salesforce + PandaDoc

Salesforce + Google Ads

Salesforce + Bing Ads

Proven Results from Behavioral Health Leaders

Behavioral health facilities trust us to accelerate growth and optimize revenue. See how leading organizations are achieving measurable results.

Pathways Recovery Centers

Reduced admission processing from days to under an hour

Avg. admission processing

< 0 hr

Increase in admissions

0 %

Faster VOB turnaround

0 x

"Our average admission pipeline used to take a day or two. Now it takes only a matter of hours."

Atlas Healthcare Group

Increased collection rate by 3.5% and grew admissions 7%

Admissions growth

+ 0 %

Collection rate

+ 0 %

Lower licensing cost

0 %

Dazos is transformational. Everything in one place, under one umbrella, tailored for behavioral health.

Rockland Recovery

Scaled from one facility to seven with a unified Salesforce backbone

Facilities now supported

Inquiry volume handled

0 x

Source attribution coverage

0 %

"The CRM helped us build a call center and expand from one SUD facility to seven sites across SUD, MH, and detox."

Who We Are

Experts in delivering customized Salesforce solutions for behavioral health & SUD facilities.
Extensive experience & deep understanding of behavioral health challenges.
Focused on driving revenue, ensuring compliance, & fostering growth.
Dedicated to delivering solutions with accuracy & professionalism.
Specialized firm delivering customized solutions to meet your unique challenges and goals.

A Simple, Structured Path to Better Operations

From the first conversation through long-term success — here’s how we work.

01 Discovery & Planning

We take the time to understand your business objectives, current challenges, and operational requirements to create a tailored strategy.

02 Solution Design & Setup

Based on your needs, we implement the right tools, systems, and workflows to build a strong operational foundation.

03 Team Enablement & Optimization

We train your staff, configure automations, and streamline processes to improve efficiency and day-to-day performance.

04 Ongoing Growth & Performance

Through continuous monitoring, reporting, and support, we help you scale operations, improve outcomes, and drive long-term success.

Salesforce Solutions Built for Behavioral Health

Powerful solutions that handle the tedious tasks — so your team can focus on quality care and sustainable growth.

Salesforce Admissions CRM

Track every referral, automate every follow-up, convert more inquiries.

An enterprise-grade Salesforce build configured for behavioral health admissions — not retrofitted from a sales tool. Behavioral health pipelines, payer logic, and..

Salesforce Revenue Intelligence

Surface underpaid claims and recover 10–15% of leaking revenue.

Most behavioral health facilities lose 10–15% of revenue to billing gaps they never see coming. We connect marketing spend, admissions, and billing data..

Alumni & Referral Engagement

Automated outreach that keeps alumni and partners engaged at scale.

Your alumni, referral partners, and prospects stay connected — without your team lifting a finger. Salesforce Marketing Cloud journeys triggered by real..

Real-Time Insurance Verification

Verification that took 20 minutes now takes 30 seconds.

Real-time eligibility checks across national and regional payers, built directly into your Salesforce intake workflow. Generates a VOB and pushes it into..

Marketing Reports & Attribution

See which campaigns drive admitted patients — not just clicks.

Most marketing tools tell you how many clicks you got. We merge marketing spend, admissions, and billing outcomes inside Salesforce — so every budget..

Billing CRM for Behavioral Health Billers

A pipeline view for billing companies managing multiple facility partners.

Built for billing companies serving behavioral health. Track every facility prospect and client in one Salesforce pipeline, with at-risk alerts before..

Got questions? We have answers

Everything you need to know about our Salesforce solutions for behavioral health organizations.

How can Salesforce help behavioral health centers improve operations?

Salesforce helps behavioral health centers manage everything in one place from admissions and referrals to billing and alumni communication. With customized Salesforce setups, your team can automate daily workflows, track leads, and ensure compliance without switching between systems.

What makes our Salesforce Services different from other providers?

We specialize exclusively in behavioral health and SUD treatment centers. Our deep domain expertise combined with Salesforce mastery means we build solutions that actually fit your workflows, compliance needs, and growth goals.

Which platforms can be integrated with Salesforce for behavioral health?

We integrate Salesforce with KIPU, CollaborateMD, VerifyTreatment, CallTrackingMetrics, CallRail, Availity, DocuSign, PandaDoc, Google Ads, and Microsoft Advertising.

Can you customize Salesforce for behavioral health compliance and reporting?

Absolutely. We build custom compliance dashboards, automated audit trails, HIPAA-compliant workflows, and real-time reporting tailored to behavioral health regulations.

How long does it take to implement Salesforce for a behavioral health organization?

Typical implementations range from 4-12 weeks depending on scope. We start with a discovery phase, then build iteratively with your team to ensure adoption and accuracy.

Book a Personalized Salesforce Demo

See how our Salesforce builds help behavioral health teams streamline operations, increase admissions, and recover revenue — all in one tailored 30-minute walkthrough.

Simplify Compliance, Maximize Revenue, & Boost Admissions

Whether it’s missed billing opportunities or managing leads & workflows, our solutions are designed to solve your biggest challenges.