Category
ERPDate
FEB 13, 2020About Clinical Management Software
Clinical Workflow Management Software enhances your payer-provider relationships by delivering greater clinician engagement, more predictable contract results, and improved member satisfaction. Health Systems We help you do more with less by decreasing the amount of work your team has to do to get sustained and scalable improvement results.
Leads
Quotes
Activities
Contact Us
Product
Settings
Here is an overview of the key features and functionalities commonly found in CRM software.
- Lead Capture and Entry
- Lead Scoring
- Lead Source Tracking
- Lead Activity Tracking
- Lead Alerts and Notifications
- Lead Conversion
- Lead Follow-up Reminders
Leads
- Quote Creation
- Product Catalog Integration
- Quote Approval Workflow
- Quote Templates
- Versioning and Revisions
- Integration with CRM Opportunity Management
Quotes
- Call Logs
- Meeting Scheduling
- Lunch Scheduling
- Task Management
- Notes and Comments
- Follow-up Reminders
- Activity History and Timeline
Activities
- Person
- Organization
- Contact Details
- Organization Affiliation
- Relationships and Connections
- Activities and Engagements
- Contact History and Timeline
Contact Us
- Product Catalog
- Product Categories
- Product Descriptions and Details
- Pricing and Discounts
- Product Variations and Options
- Product Search and Filtering
- Product Customization
Product
- Piplines
- Sources
- Types
- Tags
Settings
Technologies We Use
We combine cutting-edge frontend, backend, and real-time technologies to build scalable, performant, and user-friendly applications for both web and desktop platforms.