Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facilities such as hospice, managed care programs and infusion therapy centers. Isoratec CRM’s sales metrics feature provides a dashboard that allows users to record daily visits and keep track of converted leads. The solution offers notes and expense management that allows users to track sales expenses on a periodic basis. With the contact management feature, managers can track contacts, manage referral activity and total sales generated by each sales agent. It also offers a GPS tracking feature that allows managers to track the location of their sales agents when they are on the move. Sales agents can also record and submit travel expenses from their mobile devices and claim reimbursement.
Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facilities such as hospice, managed care programs and infusion therapy centers. Isoratec CRM’s sales metrics feature provides a dashboard that allows users to record daily visits and keep track of converted leads. The solution offers notes and expense management that allows users to track sales expenses on a periodic basis. With the contact management feature, managers can track contacts, manage referral activity and total sales generated by each sales agent. It also offers a GPS tracking feature that allows managers to track the location of their sales agents when they are on the move. Sales agents can also record and submit travel expenses from their mobile devices and claim reimbursement.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Task Management
Territory Management
Document Storage
Forecasting
Lead Scoring
Mobile Access
Email Marketing
Segmentation
Calendar/Reminder System
Internal Chat Integration
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