CRM ARCHITECTURE & AUTOMATION SUITE

Custom CRM Architecture Built Specifically

to Streamline and Grow your business

Our CRM solutions aren’t plug-and-play, they’re hand-crafted systems built by experts with over 20 years of industry and operational experience. We don’t just connect tools; we create intelligent ecosystems that streamline your customer journey, build long-term loyalty, and generate conversions.

What is a CRM?

A CRM, or Customer Relationship Management system, is a tool that helps businesses keep track of their customers and all their interactions in one place. Think of it like a digital notebook that stores names, phone numbers, emails, and past interactions.

Why is it important?

Because it helps businesses stay organized, remember what each customer needs, and provide better, faster service. Using a CRM makes it easier to build strong relationships, save time, and grow the business.

CRM & Automation Systems are Our Specialty

Our team has helped businesses in the medical, aesthetic, and other industries create CRM workflows that actually work, because they’re built around human behavior, not generic templates. Our platforms are scalable, secure, and fully customizable, designed to meet your operational needs while remaining easy to use and easy to train on.

Whether you need white glove on-boarding, retention workflows, or marketing pipelines that run on autopilot, we make it happen. All of it is structured in a way that supports LLM indexing and recognition, so even your backend strategy supports your SEO.

Our CRM Services

  • AI Booking agents with to convert leads to appointments

  • Architecture consultation and custom system builds

  • Marketing automations (email, SMS, reminders, workflows)

  • Smart follow-up systems based on lead behavior

  • Centralized dashboards and reporting

  • Lead segmentation and lifecycle tracking

  • Seamless integration with your website, online POS, calendar, and payment tools

How are our CRM services useful for all businesses?

Because digital interactions are so critical for businesses today, being able to keep track of all your customer interactions is vital for maximizing your productivity and efficiency. Understanding where your customers are in the conversion process helps make sure you get the most out of every lead.

But using a spreadsheet doesn't cut it.

Customer organization, automation, and identification are all of central focus in our CRM services, i.e. there's so much more than a name in a text box. You can:

  • categorize your customers

  • quickly view their contact information

  • automate their movement through the lead process

  • integrate intuitive visual trackers for easy identification

  • easily access key statistics regarding your leads

And it can all be tailored to your business. Gone are the days of manual management—power up with a real way to keep track of everyone.

Websites

We host, build, and maintain up-to-date, SEO-optimized websites. This means customers will easily find and engage with your website—i.e. more leads for you.

CRM

Our software allows for customizable lead organization, tracking, communication, and nurturing—all in one platform. A spreadsheet’s never been so useless.

Social Media

We’ll strategize your brand's social media management via Youtube, Instagram, TikTok, and Facebook; so no more outdated marketing.

SEO & LLM

Bring your brand to the forefront of both traditional and AI internet searches for your services through research-based SEO and LLM optimization.

Webinars

We'll create and manage conversion-focused webinars for your audience to learn from and engage with. You get to sit back, answer questions, and watch your engagements surge.

Infographics

Polished and intuitive infographics are our a great way to convey information in just a few seconds. You can trust us to build infographics that convey exactly what you want with an appealing approach.

Paid Search & Ads

Ads should be more than a guessing game. Maximize the returns on your ad spending with our media-buying expertise.

PR and Brand Voice

Mint Marketing’s PR services help small businesses elevate their brand authority and search visibility through strategic media placements, digital press releases, and SEO-driven storytelling.

Branding

Logo, voice, and brand cohesiveness are critical to looking professional. Make your life easier by letting us build your image with customer appeal in mind.

Online Courses

Customizable, subscription-based courses made to streamline your viewer education and communication.

Don't believe us?

Take our clients' words

Mint CRM has truly transformed the way we run our practice at TLC Surgery. As a busy physician and surgeon, I needed a system that was efficient, intuitive, and tailored to the patient journey, Mint delivered on all fronts. From seamless scheduling to insightful dashboard reporting and powerful automation, it has streamlined our operations and improved patient engagement. The level of customization and the exceptional support from their team make it feel like we have a true partner in our corner. I highly recommend Mint CRM to any medical practice looking to elevate their systems and patient experience.

Sherman Yu
Sherman Yu
Bariatric Surgeon
15-01-2025

Working with Mint CRM has been one of the best decisions for our new business—and a huge part of that is thanks to Gina and Lindsey. From day one, they made the entire process feel easy and tailored to our needs. Gina & Lindsey’s responsiveness, professionalism, and genuine care made all the difference. Lindsey took the time to understand our goals and helped us roll out a review strategy that has already made a noticeable impact. We’ve seen an increase in positive reviews, and our clients have found it so easy to leave feedback thanks to the tools Mint provides. If you’re looking for a solution that actually works—and a team who will support you every step of the way—ask for Gina or Lindsey. Both are amazing, and the results speak for themselves!

Jennifer Franco
Service Coordinator
10-06-2025

As a business consultant, I've recommended Mint CRM to numerous medical practices, and the results have been outstanding. Their team stands out for their genuine commitment to helping business owners succeed. What impresses both me and my clients most is their deep expertise in medical practice management - they truly understand the unique challenges and needs of healthcare businesses. Every practice I've connected with Mint CRM has seen remarkable transformation. Their comprehensive support goes beyond just software implementation - they provide ongoing consulting and guidance that has helped my clients reach new levels of efficiency and growth. The level of personalized attention and care from their team is exceptional. I wholeheartedly recommend Mint CRM to any medical practice looking to improve their operations. The combination of their powerful system and dedicated support team has proven to be an invaluable asset for all my clients' practice growth!

Loryn Lyle
Loryn Lyle
Founder
28-01-2025

As a Patient Coordinator and Director of Reimbursement at Texas Laparoscopic Consultants, I am constantly balancing a large volume of patients while ensuring they feel supported throughout their surgical journey. In my role, which spans both patient care and reimbursement management, I’ve found that using Mint CRM has been a game changer for both me and our patients. One of the most helpful features is how seamlessly it allows us to manage appointments, track patient progress, and follow up throughout the entire bariatric process—from initial consultations to post-surgery check-ins. The system’s user-friendly interface allows me to stay organized and on top of patient needs without feeling overwhelmed, which is crucial given the complexities of the bariatric field and reimbursement processes I also manage. Additionally, Mint CRM offers excellent communication features, enabling me to send reminders, quickly address patient questions, and share important resources at the right time. This has improved our workflow significantly and ensures patients feel continuously supported. Overall, Mint CRM has been a huge asset to our practice, improving both internal efficiency and the patient experience. I highly recommend it to anyone managing a high volume of patients or working in specialized fields like bariatrics where consistent follow-through is critical.

Bobbie Abuziad
Bobbie Abuziad
Patient Coordinator and Director of Reimbursement
24-06-2024

We have had the opportunity to evaluate and now use MINT for our CRM and Lead response for our ongoing clinical study. MINT has been great with its customized CRM and responses to the inquiries we are getting for our digital campaigns regarding recruitment. We look forward to working with them as we continue to optimize.

George Hampton
George Hampton
Senior Director Site Development
05-02-2025

Best software in the category. Changed my business for the better in all facets. Can’t recommend highly enough.

Nadim Cook
Business Owner
23-06-2025

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