A practice that can effectively manage its relationships with its clients or patients is likely to become more successful. For this reason, discerning allied health providers and physicians are looking into advanced solutions that can help them overcome problems related to dealing with customers on a daily basis. Successful customer relationship management will need some form of technology for an easier way to get to know customers. This is where a CRM management system can be helpful!

Why you need it

A CRM management system will not just provide the technology your practice needs to deliver better customer service. It can also be a strategy that can help you learn more about your patients’ needs and their behaviours, so you can form better relationships with them, boost customer loyalty, and increase referrals. It will provide a safe and reliable means to store and organise patient information and records, too!

How it works

A reliable CRM management system is a centralised platform that lets you create tasks and store and manage all business contacts, and share them with your co-workers. It can be fully integrated with calendar apps like Google Calendar, iCal, and Outlook, so you can view appointments on every connected device. It will remind you of upcoming tasks and appointments, so you won’t miss a thing and you can fulfil them in a timely manner. Mobile device access allows you to update and view your calendar anytime and anywhere.

The CRM platform is also beneficial to patients or customers when they make appointments with your clinic. SMS and email notifications will be sent to confirm their appointment, and to help reduce no-show.

Scalable and customisable

Cloud-based CRM management system is a scalable and intuitive tool for physicians and NDIS service providers looking for a better way to serve their clients. Some platforms are practice management solutions that can reduce their time administering, so they focus on their clients.