Summary: A mid-sized US healthcare services company managing 200+ provider relationships was paying $420K annually for Salesforce licenses that didn't fit their workflows. Custom objects were maxed out, integrations were fragile, and the sales team was spending more time fighting the CRM than selling.
Expedite Software Services designed and built a purpose-built CRM platform from scratch — tailored to healthcare workflows, HIPAA-compliant, and integrated with the client's EHR and billing systems.
Build a custom CRM platform tailored to healthcare provider relationship management and referral workflows.
Eliminate $420K+ in annual Salesforce licensing fees with a self-hosted, purpose-built solution.
Ensure end-to-end HIPAA compliance with PHI encryption, audit trails, and role-based access controls.
Seamless bi-directional integration with Epic and Cerner EHR systems via HL7 FHIR APIs.
Automate referral tracking, provider credentialing, and contract renewal workflows that were previously manual.
Provide field sales reps with a mobile-first interface for provider visits, note-taking, and real-time pipeline updates.
Python (Django REST Framework), PostgreSQL, Redis, Celery
React.js, TypeScript, Material UI, Progressive Web App (PWA)
HL7 FHIR R4, Epic MyChart API, Cerner Millennium API
AWS (ECS, RDS, S3, CloudFront), Terraform, Docker
AWS KMS (encryption), OAuth 2.0 + SAML SSO, WAF, GuardDuty
GitHub Actions, Cypress, Jest, Postman, SonarQube
Salesforce required 200+ custom fields and 40+ automation rules to approximate healthcare referral workflows — still falling short.
Custom Salesforce-to-EHR integrations broke with every Salesforce release, causing 2-3 days of manual data reconciliation monthly.
PHI data stored in Salesforce required expensive add-ons and complex configurations to meet HIPAA audit requirements.
Per-user licensing costs growing 15% annually — projected to exceed $600K within 2 years with planned headcount growth.
4-week discovery phase — workflow mapping, stakeholder interviews, and UX prototyping with field sales and operations teams.
Microservices-based architecture with independent modules for referrals, credentialing, contracts, and reporting.
Built native HL7 FHIR integration layer — real-time bi-directional data sync with Epic and Cerner systems.
Progressive Web App for field reps — offline capability, push notifications, and GPS-based provider visit logging.
PHI encryption at rest (AES-256) and in transit (TLS 1.3), complete audit logging, and role-based access controls.
3-phase launch over 6 months — core CRM, integrations, then analytics — with parallel Salesforce operation during transition.
Eliminated Salesforce licensing entirely — custom platform TCO 60% lower including development and hosting costs.
Healthcare-native workflows reduced average lead-to-contract time from 45 days to 27 days.
First HIPAA audit post-launch passed with zero findings — PHI handling fully automated and auditable.
Bi-directional data sync with Epic and Cerner — zero manual reconciliation, zero integration failures in 12 months.
Field sales team adoption reached 92% within 60 days — up from 64% with the previous Salesforce implementation.
Field reps logging 3x more provider visits per week with the mobile PWA compared to the old desktop-only CRM.