Custom Healthcare CRM Software: Customer Relationship Toolset
Built for your MAPD Health Plan
Our extensive experience building health plan CRMs means we can launch a glove-fit solution rapidly.
Simply choose the features and workflows that work best for your organization to get exactly what you
need.
![CRM](/img/healthcare-children/crm-view.webp)
Previously, creating an effective lead management system for both internal and external sales teams was too
complicated and too costly. Most CRMs are only designed for internal-only sales teams and become cost
prohibitive as you add what would be hundreds of broker/agent seats.
Your Health Plan CRM does it all
- Track and manage all leads from all lead sources.
- Includes email alerts when new website, pre-sales/telephone and or social media leads have been added to an assigned salesperson.
- Robust reporting capabilities allows management to see the status of all leads in real time across all internal and external sales channels.
- Cloud-based software hosted on your servers or AWS, Azure, or Google Cloud
Easily Manage Member Leads from Start to Enrollment with Healthcare CRM Software
![Leads](/img/healthcare-children/crm-leads.webp)
Track, Manage, and Analyze Your Lead Pipeline with Healthcare CRM
An intuitive interface allows users to easily visualize, analyze and prioritize leads.
Task Management at your fingertips
- Assign yourself and others on your team tasks associated with each lead.
- Track the number of outbound and inbound calls, meetings, and emails for each lead.
- Integrate your phone and email system with your Health Plan CRM.
Further Customize Your Health Plan CRM
- Track enrollment status with your existing enrollment application or utilize our member services enrollment application.
- Include the ability to Chat message your colleagues.
- Customized reporting with basic or more robust reporting capabilities.
- Integration with other applications as you grow is always available.
- Add on our Physician Relationship Management (PRM) module that allows your Provider Services/Physician Liaison teams the ability to grow your provider network.