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What is Trella Health CRM?

Elevate your agency and sales team by ensuring they have instant access to vital market intelligence and sales analytics. Prioritize referral sources that match patient demographics and discharge patterns, seamlessly incorporating them into your sales workflow for improved tracking efficiency. It is crucial to consider the clinical categorizations of patients and their discharge behaviors to strengthen your network effectively. Evaluate your agency's performance through a thorough analysis of readmission rates, diagnostic data, and payer distribution to identify areas for growth. Enhance your sales approach and boost conversion rates by utilizing customized dashboards and reports tailored for both individual sales representatives and their teams. Build a network of referrals and nurture stronger relationships through detailed customer profiles, accessible from any mobile device, complete with guided conversation points. Provide hospice sales teams with critical data and predictive clinical insights to enable timely care for a larger number of hospice patients. Examine, analyze, and compare the demographics and treatment histories of hospice patients to ensure they understand the benefits of hospice care, which can lead to improved service delivery and patient outcomes. By harnessing these insights, your agency can strategically adapt to meet the increasing needs of hospice care, positioning itself for long-term success in a competitive industry. Additionally, fostering a culture of continuous improvement within your agency will further enhance your ability to respond to evolving market demands.

What is FieldAware?

The FieldAware platform for field service management acts as the core for your daily operations, effectively simplifying labor-intensive tasks like scheduling, dispatching, and invoicing, thereby boosting the productivity of your field staff by ensuring they have immediate access to vital project details. Known as the FieldAware Field Service Hub, this groundbreaking tool marks a major step forward in the pursuit of operational excellence. The software adeptly oversees the scheduling tasks and enhances the effectiveness of your field team; by inputting information such as service areas, specific skills, and past project experiences, the system can seamlessly optimize schedules for the entire crew with a single click, promptly relaying updates to their mobile devices. In addition, the FieldAware Field Service Hub alleviates the challenges associated with field service management, focusing our technology on what genuinely matters—bolstering field operations. With our extensive range of features and capabilities, your service organization can attain remarkable achievements that leave a lasting mark on your business. By leveraging FieldAware, your team is empowered to concentrate on their core competencies, while our software efficiently manages the complexities of daily operations, allowing for improved service delivery and customer satisfaction. Ultimately, this enables your organization to thrive in a competitive landscape, reinforcing the importance of streamlined processes.

Media

Media

Integrations Supported

Deskera
NetSuite
QuickBooks Online
Salesforce
SmartChart
Xero

Integrations Supported

Deskera
NetSuite
QuickBooks Online
Salesforce
SmartChart
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$70 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trella Health

Date Founded

2015

Company Location

United States

Company Website

www.trellahealth.com/solutions/customer-relationship-management-crm/

Company Facts

Organization Name

FieldAware

Date Founded

2009

Company Location

United States

Company Website

www.fieldaware.com

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

Home Health Care

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

Hospice

Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

Home Health Care

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Recycling

Billing & Invoicing
Brokerage Management
Buy / Sell Ticketing
Container Management
Customer Database
Dispatch Management
Electronics Recycling
Fingerprint Scanning
ID Scanning
Integrated Cameras
Inventory Tracking
Logistics
Market Price Tracking
Plant Management
Plastics Recycling
Pulp & Paper Recycling
Receiving / Production Management
Scrap Recycling

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
Quotes / Estimates
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Waste Management

Billing & Invoicing
Customer Accounts
Customer Database
Equipment Tracking
Inventory Management
Routing
Scheduling
Waste Disposal
Work Order Management

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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