Automate Your Service Business with Smart, Compliant AI Systems

Replace paperwork and manual tasks with seamless automations all in just 2 clicks.

Automate & Grow with Confidence

Our automations boost operational efficiency by up to 60%, cut overhead costs by 30%, and ensure airtight HIPAA compliance so you can scale faster, with fewer staff and greater control. If you’re serious about doubling down on growth while working smarter, it’s time to automate your operations and scale with confidence.

2,000+ Hours

reclaimed each year by companies replacing repetitive admin tasks

Source: McKinsey & Co.

30–50%

reduction in operational costs with AI-powered process automation

Source: McKinsey Digital

89%

of companies say automation improves team satisfaction and productivity

Source: Vena Solutions

1,500%

boost in lead conversion after automating workflows for one healthcare business

Source: Patheown Case Study

our services

Smart Automation Built for Growing Service Businesses

CRM Automation & Optimization

We build CRM systems tailored to your workflow — with compliance where needed.

API Integrations & Workflow Automation

Connect your systems so everything flows, no more manual entries!

Marketing & Lead Automation

We help you attract the right clients through targeted ad strategies by turning clicks into CRM leads with automated follow-ups.

Keyword & ad strategy guidance to drive high-quality traffic
Leads from Google, Facebook, and more sync directly into your CRM
Real-time notifications sent to your team
Trigger automated email & SMS follow-ups
Promote services with smart, hands-off marketing flows

Patheown Automation Plans

HIPAA-ready automation systems designed to eliminate manual work, streamline operations, and support your growth built with truth, precision, and real expertise.

SILVER

$3,000

Setup

$1500 per month

For small teams ready to move from manual to automated and streamline core admin tasks.

CRM Access (Compliance-Ready for Healthcare Clients)
System of your choice (EHR, scheduling tools, CRMs, etc.)
7 Digital Form Prefills (auto-fill from CRM entry)
5 Automated Workflows (like intake emails, task triggers, reminders)
QA & QC Review for Forms Ready to Submit
All Ongoing Tech Support + Team Training software & integration fees are built into your monthly rate

GOLD

$7,500

Setup

$3000 per month

For clinics expanding services and needing scalable automation and lead tracking.

Everything in Foundation, plus
2 API Integrations (e.g., EHR + calendar or fax)
10 Smart Form Prefills
10 Automated Workflows (lead routing, follow-ups, task automation)
AI Chatbot for lead capture or FAQs
Custom-Branded CRM Interface (colors, logo, domain)
Marketing Workflow Integration (we connect your form traffic to CRM triggers)
All Ongoing Tech Support + Team Training software & integration fees are built into your monthly rate

Diamond

$10,000

Setup

$5000 per month

For multi-location providers or healthcare businesses needing streamlined marketing, automation, and system management.

Everything in Growth, plus
3 API Integrations (e.g., fax + calendar + billing or scheduling tools)
12 Form Prefills
15 Workflow Automations
AI Chatbot with custom logic (branching flows)
Optional Patient Portal (access to status updates or secure message links)
Dedicated Support Specialist + Quarterly Reviews
All technical, CRM, and integration fees included

Enterprise Plan

Custom Pricing

For large healthcare groups or digital-first operators who want advanced automation and branding without building from scratch.

Unlimited Form Prefills + Workflow Automations
Unlimited API Integrations
Advanced White Label CRM (client-facing branding depending on platform)
Patient Portal Setup (status updates, messaging, or intake views — platform dependent)
Team Training + High-Level System Monitoring
Automation Planning Support (collaborate with your internal or external marketing team)
CRM, integrations, chatbot, and support all included