Trella Health CRM

Trella Health CRM

Trella Health
Title 360

Title 360

Tokara Solutions
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+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Trella Health
Founded: 2015
United States
www.trellahealth.com/solutions/customer-relationship-management-crm/

Company Information

Tokara Solutions
Founded: 2009
United States
title360crm.com

Alternatives

Alternatives

Landtech

Landtech

AccuTitle
myUnity

myUnity

Netsmart Technologies
SmartChart

SmartChart

mumms Software
TitleExpress

TitleExpress

First American Professional Real Estate Services

Categories

Categories

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

Integrations

Qualia
ResWare
SmartChart

Integrations

Qualia
ResWare
SmartChart
Claim Trella Health CRM and update features and information
Claim Trella Health CRM and update features and information
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