Corporate and regional sales teams
A custom CRM, dashboards and training for reps and managers.
Collin County · Legacy and the Dallas North Tollway
Plano software development for growing teams and corporate offices
Plano is home to corporate headquarters around Legacy West, a deep bench of practice groups and specialty clinics, and sales teams that manage territories across Texas from a single floor.
Oak Cliff Software builds custom software for Plano businesses whose tools no longer fit how they work: sales platforms, healthcare systems, portals and integrations.
- Legacy West and Legacy Business Park
- Medical offices along Alma and Parker
- Dallas North Tollway corridor
- Collin County suburbs
30services you can start with
11counties across Dallas–Fort Worth
05delivery phases, working software throughout
01connected record for every handoff
plano · local
Where custom software fits Plano
Corporate and regional sales teams around Legacy need pipeline, commission and training tools that match their own process instead of a template.
Practice groups across Plano and Allen share patients and referrals, and need intake, scheduling and reporting that every office counts the same way.
who we build for in plano
Where software helps most in Plano
Practice groups
Intake, scheduling and referrals shared across offices.
Growing companies
One system that replaces a patchwork of tools.
all 30 services · plano
Software development services in Plano
Every service below is available to Plano teams. Each links to the full page with how it works, what a first release includes and answers to common questions.
Plano teams work with us on healthcare, manufacturing and sales software, plus custom software development, multi-location operations software, AI automation & integration, workflow automation, web & app development, internal tools & dashboards, custom CRM & business systems, client portal development, system & API integration, legacy software modernization, support & maintenance, business management software, patient intake software, referral management software, EHR integration, healthcare reporting & dashboards, custom scheduling software, prior authorization software, custom manufacturing erp, production tracking software, custom inventory management software, quality management software, quote-to-order software, maintenance & asset software, custom sales CRM, commission software, sales dashboards & forecasting, sales training & onboarding software, field sales software and proposal & e-sign software. Every project is fully HIPAA compliant where health information is involved, and you own the code and data.
// Core services
Custom Software Development in PlanoSoftware built around how your business actually works, from one useful tool to a system that connects every department. → Multi-Location Operations Software in PlanoOne operations system across every location, with shared definitions and local responsibilities. → AI Automation & Integration in PlanoAI that reads documents, answers questions about your work and prepares the next action, with people approving what matters. → Workflow Automation in PlanoDefined steps run on their own: assign this, ask for that, remind them, hold it until it is approved. → Web & App Development in PlanoWeb applications and mobile-friendly apps for customers, staff and partners, built to be used every day. → Internal Tools & Dashboards in PlanoTools and dashboards that show your team what needs attention and why, not just more charts. → Custom CRM & Business Systems in PlanoA CRM shaped around your real sales and service process, connected to the work that happens after the sale. → Client Portal Development in PlanoSecure portals where customers, partners or vendors see their information, share documents and request help. → System & API Integration in PlanoConnect the tools you already use so information moves between them without retyping. → Legacy Software Modernization in PlanoMove off old, fragile software step by step without stopping the business. → Support & Maintenance in PlanoMonitoring, updates and improvements after launch, from the people who built it. → Business Management Software in PlanoJobs, customers, staff, documents and reporting connected in one system built for your business. →
// Healthcare software
Patient Intake Software in PlanoGather demographics, coverage and consent in one pass, then check the packet and pass it to the right desk. → Referral Management Software in PlanoOne register for inbound referrals, with the current stage, the responsible coordinator and the blocking item shown. → EHR Integration in PlanoDefined, monitored connections between your EHR and the tools around it, with one source of truth per field. → Healthcare Reporting & Dashboards in PlanoAdministrative reporting on backlog, wait times and stalled cases, with each figure traceable to its records. → Custom Scheduling Software in PlanoScheduling that understands your staff, rooms, equipment and locations, not just calendars. → Prior Authorization Software in PlanoTrack every prior authorization from request to payer decision, with deadlines, documents and an owner on each one. →
// Manufacturing software
Custom Manufacturing ERP in PlanoA manufacturing system built around your shop: orders, jobs, materials, purchasing and shipping in one connected record. → Production Tracking Software in PlanoSee every job's operation, station and hold in real time, logged by the people doing the work. → Custom Inventory Management Software in PlanoTrack stock across locations, transfers and reorder points in a system that matches how you handle materials. → Quality Management Software in PlanoInspections, nonconformance reports and corrective actions tied to the job, part and lot they belong to. → Quote-to-Order Software in PlanoBuild quotes from your own pricing rules and routings, then turn an accepted quote into an order and a job. → Maintenance & Asset Software in PlanoPreventive maintenance schedules, work orders and machine history, so equipment is serviced before it fails. →
// Sales software
Custom Sales CRM in PlanoLeads, accounts, deals and activity organized around how your team actually sells, not how a template thinks you should. → Commission Software in PlanoCommission rules, splits and clawbacks calculated from real deals, with statements reps can check themselves. → Sales Dashboards & Forecasting in PlanoPipeline, activity, conversion and forecast dashboards built from your own sales data, defined the same way for everyone. → Sales Training & Onboarding Software in PlanoPlaybooks, video lessons, call practice and progress tracking that take a new rep from day one to their first deal. → Field Sales Software in PlanoTerritories, routes, appointments and mobile tools for reps who sell in person, door to door or on site. → Proposal & E-Sign Software in PlanoBranded proposals built from your pricing, signed online and paid by deposit, with the deal updated automatically. →
how we work with plano teams
Our process →From first conversation to software your staff use
- 01
Find the expensive handoff
Discover starts with interviews and screen shares with your Plano team to find where work waits.
- 02
Agree the first release
In Design we write down what the first release does, what it does not do and who signs off.
- 03
Build in short loops
Your team tests working screens during Build, and their feedback shapes the next round.
- 04
Launch with a handover
Launch includes documentation, monitoring and named owners for every connection.
examples · plano
What this could look like in Plano
Illustrative scenarios, not client stories.
An inside sales team at Legacy
Picture five new hires a month. Every rep follows the same path from training to a first live call, and managers see who is ready.
A family medicine group in Plano and Allen
Picture two offices retyping intake forms. One intake flow brings packets in complete before the visit.
our work
All work →See how we connect the work
Open 8Waiting 3Exceptions 1
Quote
Job 212JDScope review
Engineering
Job 213MKDrawing ready
Job 214MKDrawing ready
Production
Job 215ALWork queued
Job 216ALWork queued
Install
Job 217RTSite ready
Job 218RTSite ready
Job 211ABNext handoffMaterial late RT
BuiltIndustrial operations
Industrial Operations Platform
One accountable digital thread from the first inquiry to engineering, production, installation, billing and service.
Twelve departments on one shared record, so each team works its own way and leaders see the whole job.
Explore the case study →Do you only build for large companies?
No. We work with growing companies and corporate teams alike, starting with a focused first release.
Can you connect to our CRM?
Yes, or build a custom one when your process does not fit.
Who owns the software?
You do. The code, the data and the documentation are yours after launch.
other areas we serve
All areas →Across Dallas–Fort Worth
Start with the problem. We'll build the possibility.
Tell us what slows your team down. We'll map it with you and suggest a useful first release, whether you're in Dallas or anywhere in Dallas–Fort Worth.