Simple Startup, Easy to Use.

What is a Medical
CRM?

A medical CRM (Customer Relationship Management) is a software tool that healthcare providers use to manage and organize their patient interactions and data.

Build your medical practice with customer relationship management

CRM, or customer relationship management, is a process that helps medical practices manage their interactions with customers. The goal of CRM is to improve customer retention, increase sales, and streamline customer service. Here are a few common terms you might encounter when working with CRM:

• Contact: A person or company that has expressed interest in your products or services.
• Lead: A contact that has shown some level of interest in your products or services.
• Opportunity: A lead that has shown a high level of interest in your products or services and is likely to become a customer.
• Account: A customer or company that has purchased your products or services.
• Pipeline: The stages that a lead goes through before becoming a customer.
• Sales Funnel: The process of turning a lead into a customer.
• Forecast: A prediction of future sales based on current data.
• Dashboard: A visual representation of data that helps you track your progress towards your goals.

Overall, CRM is a powerful tool that can help businesses of all sizes improve their customer interactions and increase sales. By understanding these common terms, you'll be well on your way to mastering the world of CRM.