Customer Relationship Management (CRM) is the tool that will empower your practice to effectively manage interactions with existing and potential clients. It helps organisations become more efficient as it provides an easier way to track customer data, which can be helpful in driving profits and sales growth. The right CRM management system may be able to increase customer satisfaction, too!
How it works
CRM is traditionally used by businesses to manage their interactions and relationships with clients. For healthcare practitioners and NDIS service providers, it can be practical for managing all clients in a single place, so it is easier to keep track of appointments and schedules. Moreover, the CRM management platform will let you create tasks and share them with co-workers!
Helpful features for your practice
A good CRM management system can be fully integrated with Google Calendar, iCal, or Outlook, so all appointments can be viewed on every connected device you use. With mobile device access, you can explore and update your calendar anytime and anywhere. You can get reminders for any upcoming tasks and appointments, so you won’t be late and frustrate your client when you are unable to show up on time. The system can also send email and SMS notifications to confirm appointments and minimise no-show!
Keeping you organised
CRM used to be a separate platform from practice management software. However, there are newer and innovative all-in-one solutions that combine both platforms. So, it is easier to manage your practice and your clients, and it is simpler to stay organised, with features like automation to streamline processes, like record-keeping, updating files, billing, and accounting.
The CRM management system can help maintain existing clients and improve customer loyalty down the line when it reduces your time administering and streamlines your daily tasks, so you have more time to focus on clients. This can help improve communication, data reporting, and decision-making to bring the best quality services every time.