Boost Home Care Efficiency with a Custom CRM Solution

Know About Our Client

The company is a personalized in-home healthcare service provider in the US. As licensed and experienced staff, they collaborate with patients, families, and different medical teams to deliver high-quality care anywhere and anytime.

Industry: Healthcare

Key Challenge Addressed

The challenge was to effectively manage and organize a large volume of leads and referrals.
The existing system lacked structured formats for storing the data which required a centralized data center that efficiently handled various activities related to deals and opportunities.

What Solution We Implemented?

01

User-centric CRM

Developed a CRM platform, designed to focus on user-friendliness and efficiency.

02

Activity Dashboard

Provided a dashboard offering an overview of daily, weekly, and monthly activities.

03

Calendar Integration

We seamlessly integrated external tools such as Google Calendar for streamlined appointment management.

04

Opportunity Tracking

The system offered distinct stages for opportunities, allowing you to easily track and monitor progress.

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