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"Martin, Elisa and the PYB team came highly recommended by HubSpot as an effective onboarding partner and they did not disappoint. They were focused on our requirements and went above and beyond to provide us with working solutions."
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An implementation runs ten to fourteen weeks. Weeks one to four migrate patient-enquiry and site data and build the multi-site architecture. Weeks five to nine cover enquiry routing, pathway and recall workflows, and integration with clinic systems. Weeks ten to fourteen train the patient-services teams.
Yes. Sites roll into one view, enquiries route to the right clinic, and pathways and recall dates sit on the patient record. PYB has built multi-site architectures for healthcare networks where enquiry speed and recall drive outcomes.
Enquiry and pathway data are held to the standards private healthcare requires under UK GDPR, with clinical and booking systems integrated through Operations Hub and custom integration so the CRM holds the marketing and enquiry layer appropriately. PYB builds the data model and integration with healthcare data handling in mind.
Marketing Hub Professional for enquiry capture, Sales Hub Professional for the enquiry-to-appointment pipeline, Service Hub for patient services and recall, Operations Hub for clinical-system integration, and Custom Objects (Enterprise tier) to model sites and pathways.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for patient enquiry data under UK GDPR, with clinical records kept in appropriate systems. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.
A 15-minute call to walk through how enquiry speed, multi-site handling, and recall could connect and what closing the gaps looks like. No prep, no pitch deck.