Trella Health CRMTrella Health
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Title 360Tokara Solutions
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Related Products
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About
Empower your agency and sales team with real-time market intelligence and sales insights, right at their fingertips. Target referral sources based on their patient mix and discharge patterns and add them to your pipeline. Target referral sources based on their patient’s clinical groupings and discharge patterns and add them to your pipeline. Know where your agency stands by comparing readmission performance, diagnosis level metrics and payer mix breakouts. Optimize sales efforts and improve their close rate with customizable rep and team dashboards and reports. Nurture referrals and strengthen relationships with in-depth customer profiles and guided discussion points from your mobile device. Empower hospice sales teams with data and predictive clinical metrics to help care for more hospice patients, sooner. Drill-down, uncover, and benchmark hospice patients with clinical treatment demographics and care insights to determine if they understand the value of hospice.
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About
Title 360 CRM is a customer relationship management platform built specifically for Title & Escrow companies that centralizes client, referral, and transaction data in one system and tightly integrates with leading closing software such as Qualia and Resware to give users complete 360-degree views of relationship profiles, notes, history, and order status. It streamlines sales, marketing, and escrow workflows by automating routine tasks and alerts, improving communication, reducing manual work, and providing detailed dashboards and built-in reporting so teams can identify top referral sources, track pipeline performance, and optimize time with key contacts. Designed to be intuitive with minimal training required, Title 360 lets users manage leads, follow-ups, pipeline activity, document status, and client interactions from one cloud-accessible interface that works across devices, and it supports customization of workflows, fields, and reports to fit unique business needs.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Home care, hospice, and healthcare centers in need of an advanced CRM solution that helps align, track, and measure key business objectives and ROI
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Audience
Agencies and professionals interested in a tool that integrates with their closing software to automate workflows, centralize client data, and boost transaction management efficiency
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTrella Health
Founded: 2015
United States
www.trellahealth.com/solutions/customer-relationship-management-crm/
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Company InformationTokara Solutions
Founded: 2009
United States
title360crm.com
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Categories |
Categories |
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Healthcare CRM Features
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Home Care Features
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
Home Health Care Features
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
Hospice Features
Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management
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