Creatio helps you to create a single database of all contacts and accounts you work with to build a 360-degree view of all the customers. With the software, you will be able to keep a record of contact data and track connections between accounts in the organizational structure. You will be able to see a list of activities they are involved in and the entire history of interactions between your employees and the patients. This will help you in predicting the patient behavior and preferences thus managing to win their trust over time.

Creatio communication panel allows you to communicate with your team and customers with a lot of ease including making calls, managing emails and approving contacts, as well as collaborating in the enterprise social network using the panel. With all notifications here, you can be sure not to miss any important event. Tasks and calendar also help to properly plan your work through the creation of personal and group tasks linked to specific documents, opportunities or contacts. Ultimately, you will have to keep track of all operations taking place in your clinic as well as the overall performance and productivity of the employees based on the emails, phone calls, and their tasks.

This feature enables you to automate all internal processes, including document approval and collaboration on complex tasks and projects, which may involve several teams. Creatio CRM offers a complete set of tools to effectively manage all business processes such as execution, modeling, monitoring, and analysis. This CRM for healthcare will ensure maximum efficiency of business process management at your healthcare facility.

You always need to be on the lookout to capture and track your leads, and Creatio CRM offers precisely that. The software comes with the right tools to help you add leads from multiple sources into a single database within the shortest time possible. The software then does automatic verification of the data collected, creates new contacts and guides you through every step of lead management.

Creatio offers out-of-the-box business processes that help in the management of opportunities by defining tactics for all opportunities, identifying decision makers, and tracking competitors to determine their strengths and weaknesses. This way, you will be able to generate sales forecasts based on the clients’ budget, probability as well as the opportunity stage.

All vital medical documents need to be adequately maintained and stored for easy access anytime they are needed. Healthcare CRM systems thus offer the most secure and easy to access location since the documents are stored at one server with easy public access any time of the day. This is vital in gaining and retaining a necessary client or patient information in a centrally accessible location. This helps in building a well-coordinated client approach.

This comes in handy in operating and modulating the cost of medical services offered in a clinic or hospital. Booking and fixing the time and place of various medical procedures for all patients is made easy with this feature. It allows both patients and doctors to plan on the examinations and tests expected. Document management in medical CRM enables users and service providers to control and use all electronic records of patients.