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What is SurgyCRM?

SurgyCRM is an innovative cloud-based customer relationship management solution crafted specifically for hospitals to adeptly manage patient inquiries and improve engagement throughout the care continuum. This comprehensive platform merges multiple communication channels—such as websites, chatbots, call centers, WhatsApp, walk-ins, and referrals—into a single, shared inbox that allows for assignment, follow-up, source tracking, and conversion metrics that correspond with hospital information system records. Teams can set care-journey milestones, automate WhatsApp reminders, manage doctor and partner referrals, and collect feedback via QR codes, which are all tracked as tickets. An efficient bilingual chatbot on the website captures inquiries and generates leads, while features like role- and branch-based access, audit trails, and dashboards ensure smooth operations across various locations. Furthermore, a mobile field app enables the documentation of referral visits, guaranteeing that all interactions are systematically recorded. SurgyCRM is designed for hospitals and healthcare organizations, providing seamless integration with existing HIS/HMS platforms through APIs or scheduled data synchronization, and it can also accept data input via spreadsheet imports to accommodate diverse operational needs. This versatile solution is offered as a multi-tenant software-as-a-service platform, promoting collaborative use among a range of stakeholders, thereby enhancing overall efficiency in patient management. Ultimately, SurgyCRM not only streamlines processes but also fosters improved communication and collaboration within healthcare teams.

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.

Media

Media

Integrations Supported

WhatsApp

Integrations Supported

SmartChart

API Availability

API Availability

Pricing Information

$50
Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Surgy Innovation Labs

Date Founded

2020

Company Location

India

Company Website

surgy.health/products/surgy-crm

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

Categories and Features

Healthcare CRM

Audience Targeting
Physician Management
Predictive Analytics

Home Care

Client Management
Field Communication
Scheduling

Home Health Care

Employee Tracking
Scheduling
Time / Task Reporting

Hospice

Scheduling

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