CRM Software Helps Manage Workflows and Scheduling

By HospiMedica International staff writers
Posted on 04 Jan 2021

A cloud-based customer relationship management (CRM) solution offers an armamentum of powerful tools to appointment-based clinics.

The Clinic Software (London, United Kingdom) CRM Edition, created for clinics, doctors, and other businesses, allows users to manage operations via responsive online booking and reporting tools, create auto-targeting and registering of customer leads, create and monitor SMS email and marketing promotions, calculate treatment plan quotes, manage payments, store paperless consent and COVID-19 forms, generate auto reminders, produce key performance indicator (KPI) reports, and more.

Image: CRM software helps clinics manage their customer base (Photo courtesy of Clinic Software)

The fully-comprehensive Software as a Service (SaaS) solution uses an automation tree to trigger actions step by step, until the goal is reached and the end of the sequence. The active automation runs 24/7 until halted or deleted. In addition, the software can help plan and monitor a wide range of procedures using real-time pictures and templates. For example, with a simple touch, the user can add execution of an injection (or any other procedure) to a client's treatment programme, record their position on the body or face, and track treatment progress.

“Our customers always compared the features we are providing with the ones from Salesforce. They could use Salesforce, but Clinic Software is a fraction of the price and they are happy with the customer service we offer,” said Stefan Alexandru, CEO of Clinic Software. “Everything you need all in one place and a free trial. Clinic Software is a customer-centric solution helping businesses from each industry executing from simple to the most exigent requests.”

CRM is a software approach that allows a company to manage and analyze its own interactions with its past, current, and potential future customers. Data analysis on a customers' history with a company is used to improve business relationships, specifically focusing on customer retention, with the goal of ultimately driving sales growth.

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