100+ Features of Healthcare CRM

sales-target-module

Sales Target Module

  • Pin, follow and observe sales targets for your enterprise and sales representatives respectively.
  • Observe your revenue trend.
  • Monitor & handle the sales performance of your enterprise and sales teams.

leads-module

Lead Module

  • Add multiple leads.
  • Know the status of each follow-up and prioritize leads to close more deals faster.
  • Club and allocate leads as per your desire.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can type-in the elementary details of multiple leads as per current form fields given.
    • You can mention the source of the lead enquiry with the product / service being enquired for.
    • You can allot lead enquiries manually or automatically.
    • You can club leads and add tags.
    • You can make leads high priority and also add remarks.
    • You can directly pull-in lead data from your website into the Healthcare CRM and auto assign leads to respective sales people in a round-robin manner.
    • You can have custom made tags according to leads.
    • You can make stages and priorities.
    • You can allot lead enquiries to sales representatives product / service wise.
    • You can view leads assigned to sales representatives product / service wise.
    • You can pull-in leads from your excel sheet.
    • You can view lead information imported via excel sheets.

    30+ Lead reports

    For information on Lead Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Do follow-up calls, emails, sms and meetings from a single panel.
  • Schedule follow-up calls, emails, sms and meetings with leads.
  • Place reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can freeze respective dates & times to streamline follow-up calls with leads and clients.
    • You can add the purpose of calls and assign tags. Eg: important, very important, etc.
    • You can receive sms or email alerts for calls so that you or your sales representatives never miss to follow-up with leads and clients.
    • You can also assign calls to sales representatives under you.
    • You can view every sales employee's today’s calls, pending calls, scheduled calls & calls done.
    • You can update what’s discussed on call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can pre-plan the execution of a call / meeting / email as per your discussions over the phone.
    • You can keep a tab on all calls made by sales representatives / users to know what’s going on in sales follow-ups.

    2 Calls reports

    For information on Calls Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can quickly find messages by typing-in the name, email ID, team, department & category.
    • You can automate follow-up sms to leads, patients / clients, contacts and vendors for respective reasons.
    • You can send out sms to various groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can select a sms body from the existing templates created by you.
    • You can see your entire teams today’s sms, scheduled sms, sms sent. Respective people can see their own scheduled sms.
    • You can view the count of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a run a quick scan of mails by feeding-in the name, email ID, company name, team, department, category.
    • You can pick out a date & time to schedule follow-up emails for leads, clients, contacts and vendors for respective reasons.
    • You can select an email template from the existing ones created by you.
    • You can physically type emails with various font format options and attach files.
    • You can view your entire sales troop's emails for the day, scheduled & sent emails. Every person can see their own scheduled emails.
    • You can know the mass of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Healthcare CRM -, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can freeze a date & time to streamline meetings with leads and clients.
    • You can give the purpose of the meeting and allot tags to a meeting such as: important, very important, etc.
    • You can get an sms or email alert to save you or your sales representatives from missing a meeting.
    • You can also allocate meetings to representatives who report to you.
    • You can view your entire teams meetings of the current day, pending, scheduled and meetings done. Each person can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can upgrade the status of the meet-up for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can add remarks / information which was discussed in the meeting.
    • You can trace meetings attended by sales representatives & stay atop everything happening in follow-up, meetings and sales in general.
    • You can collaborate with many of your company employees for a client meeting or internal meet-up.
    • You can have a record of internal meetings.
    • You can trigger 'Schedule a meeting' links to leads and clients.
    • You can get a visual update of all the meetings, calls, sms, emails, etc. that are done, scheduled & pending.

    2 Meeting reports

    For information on Meeting Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

product-service-module

Product / Service Module

  • Feed-in details of several healthcare products / services.
  • Mention their specific details & related taxes.
  • Monitor their sales in real time.

  • product-service
    Data is for representation purpose only.

    Things that you can do in Product / Service module.

    • You can give details of a number of products / services and their details as per the current form fields.
    • You can punch-in code numbers & dates applicable to the product / service validity.
    • You can add dimensions, details & tags for your product / service. Tag Eg: Premium, Custom, etc.
    • You can give the Cost price, Minimum Selling & Maximum Selling prices of the products / services.
    • You can edit taxes and extra charges for the products / services.
    • You can attach pictures & documents in various formats regarding your product/service. Eg: Presentations, brochures etc.
    • You can see & change product / service details.

    For information on Product / Service Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Patients Module

  • Add contact data of clients.
  • Allot, classify and converse with your clients via calls, emails and sms.

calendar-module

Calendar Module

  • Freeze important dates relevant to your business, employees, prospective & existing clients.
  • Serves as a calendar.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view important tasks and important dates relevant to your business, employees, leads and clients.
    • You can see a compilation of all the tasks, calls, SMS, emails streamlined in your calendar.
    • You can update tasks, calls, SMS, emails sendings planned in your calendar.

    For information on Calendar Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

company-module

Company Module

  • Give details of your company, franchise, etc.; save, manage & know this data.
  • Add, change and trash contact details & designations of employees according to departments.

  • bpo
    Data is for representation purpose only.

    Things that you can do in Company Module.

    • You can feed-in information about your Company basics with the branch, department and designation details.
    • You can view, rework and discard your company’s details along with other details of the branches / franchise, departments and designations.

    For information on Company Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Compile, alter and delete contact details of clients.
  • Preserve important dates about the products and services availed.
  • Send payment reminders, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can import your existing contacts.
    • You can add multiple contact details of clients.
    • You can add birth dates, anniversaries, remarks and other information about respective contacts.
    • You can add & view all the contacts with their necessary details.
    • You can categorize contacts and send sms & emails.

    View 4 Contact reports

    For information on Contacts Module in Healthcare CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Healthcare CRM, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm