AI-powered CRM and practice management for medspas and clinics. Replaces fragmented scheduling, messaging, charting, marketing, and billing with one workspace, plus voice and SMS agents that work the lead pipeline 24/7.

A Meta lead comes in. An agent calls or texts. A workflow waits for the reply — event-driven, not a dumb delay — then books the appointment. The visit recording becomes a SOAP note. That is the product in one loop.

Product map

• CRM

  AI Powered CRM

  Day-to-day ops: leads, conversations, AI agents, workflows, ads, and charting.

• EMR

  The complete EMR for medspa

  Scheduling, records, billing, and patient comms in one clinical workspace.

• Sales

  Sales Analytics

  Internal ops: market analysis, device companies, GHL sync, and forecasting.

Server. NestJS GraphQL API — Domain logic, workers, and integrations behind the three apps.

Deep dives

• 01

  Conversation agents

  Inbound and outbound voice and SMS agents, auto-generated from location knowledge, covering the outreach that used to sit on the front desk.

• 02

  Workflow builder

  Visual automations with triggers — Meta lead, pipeline stage, tag, schedule, webhook — then SMS, email, tags, AI text, delays, or wait until the contact responds.

• 03

  Smart charting

  Patient recordings flow from device to transcript to the right contact and location. Visits become SOAP notes and consultation insights instead of after-hours charting.

What shipped

• Practice intelligence

  • Recordings to transcript, contact, and location
  • Consultation insights from visits
  • SOAP notes generated from recordings

• Communication

  • Unified inbox: SMS, email, WhatsApp, voice
  • In-browser calling and call history
  • Scheduled outbound outreach with job queues

• Market acquisition

  • Meta ads management and lead ingest
  • Ad forms and promotions
  • Website manager (CMS / Webflow)

• Business ops

  • Multi-location orgs and RBAC
  • Contacts, pipelines, appointments
  • Stripe billing and transactions

Architecture

1. 01

   Apps

   Next.js CRM, EMR, and Sales on Vercel.

2. 02

   API

   NestJS GraphQL with subscriptions on GCP Cloud Run.

3. 03

   Data & jobs

   PostgreSQL, Redis, and BullMQ workers.

4. 04

   Integrations

   Auth0, Twilio, Retell, Meta, Stripe, calendars.

Role

• Build and maintain the NestJS GraphQL API (PostgreSQL, Auth0, background jobs) used by 400+ clinics, with Jest and Supertest coverage.
• Develop clinic communication on Twilio SMS, email and voice with AI conversation agents, including Retell AI voice agents and automated appointment reminders.
• Stream CRM conversations live over authenticated GraphQL WebSocket subscriptions.
• Integrate Square payments, Meta Ads, Google/Apple Calendar, Zenoti and GoHighLevel.
• Engineer clinical documentation: consultation recordings become searchable transcripts, AI-generated SOAP notes and consultation insights on the patient record.
• Designed multi-tenant access: location vs portfolio vs internal staff, with resource-level permissions.
• Production path: Vercel for the apps, GCP Cloud Run for the API and worker, Postgres and Redis underneath.

• Next.js
• NestJS
• GraphQL
• PostgreSQL
• Redis
• Auth0
• Twilio
• Retell
• GCP
• Vercel

~1 year of active build (client from Jul 2025, server from Nov 2025), ~3.6k commits across the two repos, 30+ backend modules.

It started as waitlist software for urgent care. First public customer story: Primary Health Medical Group in Idaho, for check-in and wait times. The platform we shipped is broader — medspa and aesthetics practice management, with HIPAA/PHIPA positioning, Auth0, RBAC, and encryption in transit and at rest.