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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 Pega CRM?

Boost engagement and optimize automation at every stage of the customer journey. Shift away from traditional CRM platforms and embrace a holistic, journey-centric customer engagement solution. Whether you're looking to replace your current system or enhance your existing framework, Pega is ready to support you. The performance of your agents plays a vital role in your overall success, so it's important to keep your team connected, efficient, and productive, regardless of their location. Customers want to feel appreciated and cared for; provide them with proactive, personalized, and seamless experiences across all platforms. In the current competitive environment, having all-encompassing capabilities is crucial. Cut costs and enhance the effectiveness of your channels through smart automation and streamlined case management. Enable the integration and automation of tasks between teams and systems to speed up the handling of customer queries. Pega's AI-driven case management adjusts to diverse customer service demands, while predefined microjourneys based on industry best practices act as rapid deployment templates. This approach empowers you to initiate projects swiftly and effectively, ensuring your organization remains agile and responsive to evolving customer needs. By leveraging these tools, you can elevate your customer engagement strategy and drive meaningful outcomes.

Media

Media

Integrations Supported

Integrations Supported

ABBYY Mobile Capture
Capgemini Intelligent Automation Platform
ClearProcess
CognitiveScale Cortex AI
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

API Availability

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Isoratec

Date Founded

2017

Company Location

United States

Company Website

www.isoratec.com

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/es/products/crm-applications

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Mobile Access
Segmentation
Task Management
Territory Management

Healthcare CRM

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Not specified

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