Healthcare CRM
Capture your leads, manage your patients and deals with best experiences.
How Does Healthcare CRM Help?
Healthcare CRM helps you to collect your leads and convert them to deals. For the deal process you can define each stage for tracking your patients. When you win the deal you can create your quotes and convert them to invoices easily.
Healthcare CRM Features
Create Lead From Anywhere
Website Contact Us Form, Right from Your Email Inbox, Facebook, Twitter Page, Mobile Device, Importing from Excel.
Follow Your Leads
Create Tasks, Events, Calls, Set Reminders against Activities, Assign Tasks to Others, Create Tasks via Workflow, Take Unlimited Notes.
Monitor Your Visitors
Track Website Visitors Real time, Know Which All Pages they are Browsing, Chat with Them and Convert Them as Lead, Chat Transcript are saved inside CRM, Their Visit Details is saved inside CRM.
Manage Your Deal Stages
How Many Deals at What Stage, Who Plays What Role, Opportunity Closing Date.
Send Predefined Emails in One Click
Create Quote, Sales Order, Invoice, Custom Brand Your Templates, Send to Customers in One Click.
All Interactions in One Place
Emails are Inside the CRM, Telephony(VoIP) Apps, Tasks, Events, Calls and Notes, Chat Transcript. All in One Place.
Packages and Features
Healthcare CRM
- Effective Customization for Your Business
- Sales Force Automation Modules
- CRM: Reports, KPI, Dashboards
- Effective Workflows and Blueprint
Healthcare CRM
- The Best Customization and Automation for Your Business
- SFA Modules + More
- CRM: Reports, KPI, Dashboards + Zoho Analytics
- Advanced Workflows and Blueprint