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Ratings and Reviews 0 Ratings
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What is SugarCRM?
Gain an all-encompassing understanding of customer interactions, histories, and records through a unified interface. Reduce the number of clicks required while boosting efficiency with a comprehensive view of customer data. Dive deep into customer insights utilizing advanced drill-down capabilities. Leverage integrated AI to pinpoint the best opportunities and accelerate deal closures. Receive personalized recommendations for the most impactful actions to undertake in diverse sales situations. Focus on high-potential leads with predictive analytics that evaluate the likelihood of deal success. Replicate successful methodologies by using sophisticated forecasting techniques and timely analytics. Track sales performance through real-time metrics and reporting, removing the necessity for manual spreadsheets. Anticipate changes in the sales pipeline and quota achievements using role-specific dashboards. Simplify and automate your sales processes with intuitive drag-and-drop functionalities and in-built instructional resources. Utilize Smart Guides to navigate complex sales tasks effortlessly. Collaborate seamlessly by taking advantage of native integrations with external document management systems, ensuring a smooth workflow across different platforms. This thorough approach not only boosts efficiency but also equips sales teams to operate more effectively and with greater strategic insight. By enhancing collaboration and data accessibility, teams can make informed decisions that lead to improved sales outcomes.
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.
Integrations Supported
AWS Marketplace
Acumatica Cloud ERP
CANDDi
CallTools
Codeless Platforms BPA Platform
Docusign
Epicor CRM
Kompass
LinkedIn
NetSuite
Integrations Supported
AWS Marketplace
Acumatica Cloud ERP
CANDDi
CallTools
Codeless Platforms BPA Platform
Docusign
Epicor CRM
Kompass
LinkedIn
NetSuite
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
SugarCRM
Date Founded
2004
Company Location
United States
Company Website
www.sugarcrm.com
Company Facts
Organization Name
Trella Health
Date Founded
2015
Company Location
United States
Company Website
www.trellahealth.com/solutions/customer-relationship-management-crm/
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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