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What is isoratec?

Intuitive CRM serves as a valuable tool for healthcare sales teams, specifically tailored for home health care businesses. It ensures compliance with HIPAA regulations while providing free access to Medicare referral data for users in the United States. The platform features unique forms designed to generate genuine referrals in line with PDGM standards. Sales team performance can be evaluated based on various metrics, and users have the flexibility to modify any field as needed. An integrated calendar combines all essential scheduling functions, and the mobile application for iOS is fully functional even without an internet connection. Users can easily find nearby contacts, incorporate EHR systems, and monitor employee availability, including vacation and sick days. It also helps in calculating commissions and offers email marketing capabilities. To facilitate a smooth onboarding process for sales personnel, the platform includes embedded tutorials and supports multiple languages. Additionally, it provides comprehensive reporting tools and expense tracking functionalities, making it an all-inclusive solution for healthcare sales management. This CRM not only enhances operational efficiency but also empowers teams to achieve their sales targets more effectively.

What is BSI CRM?

BSI CRM offers a comprehensive 360-degree perspective on your customers, accessible from any department and at every point of interaction. Its modular architecture, open technology, and extensive configurability are sure to impress you. This solution has garnered accolades from both industry experts and satisfied customers for its remarkable flexibility and has been recognized with various CRM awards. The most gratifying aspect for us is the happiness of our users. With nearly 25 years of passion and expertise in CRM, we are now proud to present BSI CRM in its 16th generation, driven by a state-of-the-art platform and innovative product advancements. If your organization faces complex demands typical of larger enterprises, we are the ideal partner for you. Our extensive array of interfaces and broad ecosystem further enhance our offering. Additionally, our wealth of experience is evident in our appealing total cost of ownership (TCO) metrics. BSI CRM seamlessly integrates with your business processes and IT framework, catering effectively to both B2B and B2C models. With BSI CRM, you can confidently navigate the complexities of customer relationship management.

Media

Media

Integrations Supported

Enterprise Bot
Wufoo
finleap connect

Integrations Supported

Enterprise Bot
Wufoo
finleap connect

API Availability

Has API

API Availability

Has API

Pricing Information

$45.00/month/user
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

Isoratec

Date Founded

2017

Company Location

United States

Company Website

www.isoratec.com

Company Facts

Organization Name

BSI Business Systems Integration AG

Date Founded

1996

Company Location

Switzerland

Company Website

www.bsi-software.com

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

Healthcare CRM

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

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

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

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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