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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 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.

Media

Media

Integrations Supported

Integrations Supported

WhatsApp

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

$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?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour 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

Surgy Innovation Labs

Date Founded

2020

Company Location

India

Company Website

surgy.health/products/surgy-crm

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

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