Coda-Based Integrated CRM for Clinic Operations
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic grew, managing patient sessions, therapist coordination, billing, documentation, and communications across disconnected platforms became unsustainable and error-prone.
The clinic needed a scalable, fully integrated CRM solution to consolidate administrative, therapist, and management workflows, while ensuring data security, operational efficiency, and seamless integration with external services.
- Designed and built a multi-role CRM system entirely in Coda, supporting psychologists, administrative staff, management, and communications.
- Integrated external platforms including Google Calendar, Google Drive, the internal signature system, and Slack into operational workflows.
- Developed modules for patient intake, therapy session scheduling, session notes, payment tracking, invoicing, supervision tracking, and HR management.
- Implemented role-based access permissions to ensure patient confidentiality and operational clarity.
- Established automated workflows for session reminders, document management, and team communications.
- Led full team training and onboarding to ensure rapid adoption and minimal disruption.
- Centralized all clinic operations into a single, easily accessible platform, reducing administrative time and errors.
- Achieved seamless data flow between therapy sessions, billing, HR processes, and communication tools.
- Enabled real-time operational tracking for management without breaching patient confidentiality.
- Increased therapist and administrative staff satisfaction by reducing manual and duplicated tasks.
End-to-End SaaS Product Management for B2B and Government Clients
The Cloud Group — Product Manager
The Cloud Group delivered SaaS solutions to medium and large private companies and public sector organizations. Products often required tailored development, strict compliance, and high client-facing coordination to meet complex operational needs.
Client organizations needed custom SaaS solutions for internal workflows and data management, but existing offerings lacked flexibility, compliance assurance, or scalable onboarding.
The opportunity was to strengthen product delivery pipelines, improve solution customization processes, and professionalize internal team operations to serve demanding B2B and government clients.
- Led end-to-end product management: requirement gathering (Toma de Requisitos), solution presentation, project scoping, development management, and launch.
- Acted as direct point of contact for high-profile clients, including Royal Emirates Group, TVE (Spanish Public Television), and Fundación Botín.
- Built and led the internal technical and operational team (hiring, training, upskilling) to ensure delivery excellence.
- Developed modular SaaS solutions tailored to specific client workflows, balancing scalability with customization.
- Established standardized processes for client onboarding, feedback cycles, and agile iteration.
- Supported integration with existing client infrastructures where required, ensuring interoperability and minimizing disruption.
- Successfully delivered customized SaaS platforms for private and government clients, increasing client satisfaction and renewal rates.
- Professionalized internal team operations, improving delivery timelines and product quality.
- Strengthened The Cloud Group’s reputation as a reliable SaaS provider for complex B2B and public sector needs.
- Reduced project delivery friction by standardizing requirement gathering and agile iteration processes.
Coda-Based Accounting System with Multi-Table Sync and Automation
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic scaled, financial tracking became fragmented across spreadsheets, invoices, and session logs.
There was an urgent need for a unified accounting system to track revenue and expenses across therapists, session types, and payment sources — while ensuring data integrity and auditability.
Existing tools couldn’t connect session records, payments, invoices, and supervision tracking into a coherent, flexible financial overview.
Manual entry created duplication risk, poor traceability, and no real-time visibility into financial health.
The opportunity was to design a live, low-maintenance, auditable accounting system built entirely in Coda.
- Designed the system architecture to consolidate financial data from multiple service lines and workflows into a single source of truth.
- Implemented automated logic to sync and categorize income and expenses based on operational activity.
- Built custom interfaces to allow the administrative team to manage finances with minimal manual input or duplication.
- Ensured traceability between financial records and their operational origin (sessions, supervisions, payroll, etc.).
- Structured the system to support accurate forecasting, tax preparation, and performance reporting.
- Replaced fragmented financial tracking with a unified, real-time accounting system.
- Reduced manual workload and error rates in financial reporting.
- Enabled strategic oversight of the clinic’s revenue streams, costs, and category-level performance.
- Created a scalable foundation for further automation (e.g., invoicing, digital signatures, external integrations).