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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 Caspio?

Caspio is an innovative AI platform designed for creating tailored business applications, including essential components such as databases, portals, dashboards, and workflow tools that organizations depend on for their operations. By simply outlining your business application requirements, Caspio crafts a complete solution, encompassing the data model, user interface, and necessary roles, resulting in a secure, fully-owned application that requires zero coding for maintenance. With over twenty years of experience in platform engineering, Caspio has earned the trust of numerous organizations worldwide, spanning regulated sectors like healthcare, finance, and government. The applications operate on a SQL Server core featuring role- and record-level security, can be deployed as embeddable components, and are hosted on AWS with data residency options in the United States, Canada, the European Union, the United Kingdom, Australia, and Brazil. Compliance with HIPAA, SOC 2 Type II, and GDPR is verified annually by independent certifications, and every subscription plan offers unlimited user access supported by round-the-clock human assistance. Caspio is designed for seamless connectivity, enabling AI Connector Extensions to integrate advanced AI models into application workflows. Additionally, the platform supports a well-documented REST API and the Caspio MCP Server, allowing AI tools and agents to interact with your data securely, while also facilitating integrations with popular services like Zapier, Make, n8n, and Workato. To discover more about how Caspio can transform your business processes, visit caspio.com today.

Media

Media

Integrations Supported

APIANT
Box
COZYROC SSIS+ Suite
Cognito Forms
Dropbox
Formstack Documents
Google Maps
Keragon
Make
Microsoft 365
Microsoft OneDrive
Nocode HQ
PayPal
Stackreaction
Stripe
WordPress
Wufoo
X (Twitter)
Zapier
n8n

Integrations Supported

APIANT
Box
COZYROC SSIS+ Suite
Cognito Forms
Dropbox
Formstack Documents
Google Maps
Keragon
Make
Microsoft 365
Microsoft OneDrive
Nocode HQ
PayPal
Stackreaction
Stripe
WordPress
Wufoo
X (Twitter)
Zapier
n8n

API Availability

Has API

API Availability

Has API

Pricing Information

$45.00/month/user
Price is for annual billing of 20 + users. Other flexible plans are available. Including no contract.
Free Version
Free Trial Offered?

Pricing Information

$300/month (Monthly term)
TEAM: $300/month (Monthly term)
BUSINESS: $600/month (Monthly term)
ENTERPRISE: Contact Us

We are proud to offer a 10% discount to non-profits, NGOs, and customers in qualifying countries.
Free Version
Free Trial Offered?

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

Caspio

Date Founded

2000

Company Location

United States

Company Website

www.caspio.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

App Makers

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

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

Database

Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization

Healthcare CRM

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

HIPAA Compliance

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

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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