--- title: Automation Ally | Best CRM with Marketing Automation for Small Business description: Automation Ally offers cutting-edge marketing automation tools and CRM solutions tailored for small businesses in the health and wellness sector. --- [Skip to content](https://myautomationally.com#main-content) [![Ally-Logo](https://myautomationally.com/hs-fs/hubfs/Ally-Logo.png?width=162&height=90&name=Ally-Logo.png)](https://myautomationally.com/?hsLang=en) - [Home](https://myautomationally.com/) - [About](https://myautomationally.com/about-us) - Services Show submenu for Services - [Email & Text Automation](https://myautomationally.com/services/email-text-automation) - [Customer Management](https://myautomationally.com/services/customer-management) - [Sales Performance](https://myautomationally.com/services/sales-performance) - [Cerbo & CRM Integration](https://myautomationally.com/services/cerbo-keap) - [Cal Ally](https://myautomationally.com/cal-ally) - [Plans & Pricing](https://myautomationally.com/plans-pricing) Open main navigation Close main navigation - [Home](https://myautomationally.com/) - [About](https://myautomationally.com/about-us) - Services Show submenu for Services - [Email & Text Automation](https://myautomationally.com/services/email-text-automation) - [Customer Management](https://myautomationally.com/services/customer-management) - [Sales Performance](https://myautomationally.com/services/sales-performance) - [Cerbo & CRM Integration](https://myautomationally.com/services/cerbo-keap) - [Cal Ally](https://myautomationally.com/cal-ally) - [Plans & Pricing](https://myautomationally.com/plans-pricing) - [Contact us](https://myautomationally.com/contact) [Contact us](https://myautomationally.com/contact?hsLang=en) [Cal Ally Login](https://cal-ally.myautomationally.com/login) # Welcome To Automation Ally ##### Your Partner in Automated Solutions for Healthcare Practices [Book A Call Now](https://calendly.com/automationally/discovery-call) Are you a professional in the health & wellness field who is overwhelmed or frustrated by administrative tasks & disorganized operational processes?   Do you find yourself wearing too many hats, juggling patient care with marketing and patient management?   As a healthcare professional, are you feeling anxious, stressed, or frustrated because you don’t have the systems in place to run the operations in your practice while you also manage complex patient problems?   Would you rather focus on patient care and providing a streamlined experience to increase patient retention? ## At Automation Ally We understand the unique challenges faced by healthcare professionals with small-to medium-sized practices, and are here to help you reclaim your time, improve patient experience and retention, create efficient day-to-day operations, and alleviate stress. ![ally32](https://myautomationally.com/hubfs/ally32.png "ally32") Our purpose is to listen, understand, and solve the unique challenges faced by those in the health and wellness field. We address and alleviate these pain points for our clients by implementing seamless and powerful business automation solutions, utilizing the best customer relationship management (CRM) for the healthcare industry. We are experts at using powerful CRM tools to set up and maintain email marketing, sales automations and pipelines, and a customer relationship management system.   With nearly 10 years of extensive experience working with electronic health record systems (EHRs) like Cerbo, we provide customized solutions designed to seamlessly integrate, enhancing your practice's efficiency and significantly improving the overall patient experience. [Get Started - Book A Call](https://calendly.com/automationally/discovery-call) ### Simplify, Streamline, Optimize, & Automate Your Business *Discover the key benefits that make Automation Ally the best partner for your practice* ![ally11](https://myautomationally.com/hubfs/ally11.png) ##### Streamlined Operations Automation Ally integrates and automates your administrative and operational processes, reducing your workload and allowing you to focus more on providing excellent patient care. ![ally12](https://myautomationally.com/hubfs/ally12.png) ##### HIPAA Compliance We prioritize the security and privacy of patient information, adhering to HIPAA guidelines in all our processes and systems. ![ally13](https://myautomationally.com/hubfs/ally13.png) ##### Seamless Integrations Our expertise is in connecting EHR systems like Cerbo with robust CRM tools. This ensures efficient data flow, streamlining patient communication, tracking purchase and membership history, and improving conversion and retention rates. ![ally14](https://myautomationally.com/hubfs/ally14.png) ##### Increased Efficiency By automating tasks like marketing, invoicing, and customer management, we help you save time, reduce stress, and delegate tasks confidently, knowing everything is running smoothly. ![ally15](https://myautomationally.com/hubfs/ally15.png) ##### Expertise in the Medical Field With nearly a decade of experience in the functional medicine field, we understand your unique needs in this industry and offer customized solutions that ensure compliance and efficiency. ![ally16](https://myautomationally.com/hubfs/ally16.png) ##### Cutting-edge Technology As Keap Certified Partners, we stay up-to-date with the latest tools and trends, ensuring you benefit from the most advanced and effective marketing automation tools for small businesses. #### Transform Your Practice With Our Expert Solutions ## Our Services ![ally33](https://myautomationally.com/hubfs/ally33.png "ally33") ## Cerbo & CRM Integration Imagine a health and wellness practice or small business where your administrative tasks run smoothly and effortlessly through automation. In the dynamic landscape of healthcare, efficiency and accuracy are paramount. For modern healthcare providers leveraging Cerbo EHR (Electronic Health Record), integrating a CRM offers a robust solution to streamline operations and enhance patient care. We partner with you to transform your workflows within the Cerbo ecosystem by integrating with a CRM, ultimately driving improved productivity and patient satisfaction. Through personalized email campaigns and an onboarding journey, providers can maintain consistent communication with patients, thereby reducing no-shows and improving overall patient experience and adherence to treatment plans. You'll be able to focus more on providing exceptional care while the business automations handle the rest. ## Email & Text Automation Stay connected with your patients without lifting a finger using email automation software from a CRM! Our email and text automation services enhance your marketing, ensuring they are always on time and automated. From generating leads to keeping patients engaged, we design and implement email and text campaigns that maintain a strong connection with your audience, freeing you from the hassle of manual outreach. ![ally18](https://myautomationally.com/hubfs/ally18.png "ally18") ![ally19](https://myautomationally.com/hubfs/ally19.png "ally19") ## Customer Management Say goodbye to disorganized patient information and hello to a seamless, HIPAA-compliant CRM setup! We take care of everything—from uploading contact lists and setting up tags, to managing email campaigns and memberships. We specialize in setting up and automating your customer journeys and segmentation, all the while helping you effectively nurture your patient relationships. You can concentrate on providing exceptional patient care, knowing that all back-end processes are handled efficiently. ## Sales Performance Watch your practice grow as we help you nurture leads and move them through your sales pipeline effortlessly. We develop tailored campaigns for gathering testimonials, collecting feedback, and retargeting past patients. Your health and wellness practice will remain engaged and thriving, with a steady influx of satisfied patients. ![ally34](https://myautomationally.com/hubfs/ally34.png "ally34") ##### Transform Your Operations Today! [Book a Discovery Call](https://calendly.com/automationally/discovery-call) # Meet The Team ![ally21](https://myautomationally.com/hubfs/ally21.png "ally21") ##### Kristi Turchi ###### *Co-owner, Keap Certified Partner* With over 10 years of experience in e-mail marketing and business automation, Kristi leads our team in delivering effective solutions for businesses of all sizes. ![ally22](https://myautomationally.com/hubfs/ally22.png "ally22") ##### Laura Lindsey ###### *Co-owner, Keap Certified Partner* Laura's 10 years of technical expertise and passion for innovation drive our product development, ensuring our solutions are at the forefront of the industry. ##### Learn More About Our Automation Ally Team and Our Key Values! [Discover Our Team Values](https://myautomationally.com/about-us?hsLang=en) #### Marketing Automation Tools for Small Businesses *Our Unique & Customized Approach* ![ally23](https://myautomationally.com/hubfs/ally23.png "ally23") ##### Experience and Expertise: With nearly a decade of experience in the functional medicine field, we understand the unique needs of healthcare professionals and their patients. Our dual expertise in technology and healthcare regulations ensures that your practice is both efficient and compliant. --- ##### Tailored Solutions for Your Business: Every practice is unique, and so are our solutions. We take the time to really listen and understand your specific challenges and design automations that fit your needs perfectly. --- ##### Certified Keap Experts: As Keap Certified Partners, we ensure that we are always ahead of the curve with the latest updates and trends. This allows us to provide you with the most current and effective services available. Keap’s robust platform offers a comprehensive suite of tools including CRM, marketing automation, sales pipeline management, and advanced analytics. By leveraging these tools, we can help streamline your processes, enhance customer interactions, and ultimately drive the growth of your practice. [Get Started Now](https://calendly.com/automationally/discovery-call) ## Optimize Your Practice Today & Get Started ![ally26](https://myautomationally.com/hubfs/ally26.png "ally26") #### STEP #1 #### Discovery Call It all starts with a conversation with our team. During our initial call, we'll discuss your unique needs, challenges, and goals to determine how our services can best support your practice. [Book Now](https://calendly.com/automationally/discovery-call) ![ally27](https://myautomationally.com/hubfs/ally27.png "ally27") #### STEP #2 ####  Schedule a Strategy Session We meet over Zoom to scope your requirements and identify new automations. ![icon12121](https://myautomationally.com/hubfs/icon12121.png "icon12121") #### STEP #3 #### Implementation We’ll get to work setting up or modifying your current systems, processes, and campaigns. ![icon211](https://myautomationally.com/hubfs/icon211.png "icon211") #### STEP #4 #### Business Training We provide a 1-2 hour training session for your internal team to ensure a smooth  transition. [Connect With Us](https://myautomationally.com/contact?hsLang=en) ![Ally-Logo](https://myautomationally.com/hs-fs/hubfs/Ally-Logo.png?width=220&height=123&name=Ally-Logo.png "Ally-Logo") ## Get Started Today! We are passionate about helping you succeed and we are dedicated to supporting functional medicine professionals and those in the health and wellness field. Partner with us to improve your automations and operations so you can focus on what you do best — caring for your patients. --- ## Plans & Pricing View our transparent and competitively-priced packages to discover the perfect fit for your business. [New CRM Users](https://myautomationally.com/plans-pricing?hsLang=en) [Existing CRM Users](https://myautomationally.com/plans-pricing/existing-keap-users?hsLang=en) ![ally30](https://myautomationally.com/hubfs/ally30.png "ally30") ![ally31](https://myautomationally.com/hubfs/ally31.png "ally31") ## Are You Ready to Transform Your Practice? Schedule your Discovery Call today and start your journey toward a more organized, efficient, and successful practice. [Transform Your Operations](https://calendly.com/automationally/discovery-call) ![Ally-Logo](https://myautomationally.com/hs-fs/hubfs/Ally-Logo.png?width=240&height=134&name=Ally-Logo.png "Ally-Logo") Copyright © 2024, Automation Ally | [Privacy Policy](https://myautomationally.com/privacy-policy?hsLang=en)| [Terms of Service](https://myautomationally.com/terms-of-service?hsLang=en)   ##### Contact Us - [solutions@myautomationally.com](mailto:solutions@myautomationally.com)  - [+1 (727) 201-2418](tel:+17272012418)  [facebook-f icon](https://www.facebook.com/profile.php?id=61553674184398) [linkedin-in icon](https://www.linkedin.com/company/automationally/) [instagram icon](https://www.instagram.com/automation.ally/) ##### Quick Links - [Home](https://myautomationally.com) - [About](https://myautomationally.com/about?hsLang=en) - [Services](https://myautomationally.com/services?hsLang=en) - [Plans & Pricing](https://myautomationally.com/plans-pricing-new-keap-users?hsLang=en) - Contact