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About

Clients complete a weekly comprehensive battery of assessments which include variables associated with sustained long-term sobriety. The proprietary Trac9 Informatics algorithm uses these variables, demographics, factors, and risk ratios to predict the risk of failure for each client. Trac9 Informatics closely monitors these critical factors throughout the course of treatment, allowing for care to be tailored specifically to each client. Trac9 Informatics monitors clinical symptoms closely to ensure appropriate reduction in pathology over the course of treatment. This goes far beyond symptoms of craving. Trac9 Informatics measures anxiety, depression, stress, verbal craving, and visual cue reactivity of craving. The vast majority of outcomes systems only assess pathology. This provides only half of the picture. Resilience factors are just as critical to monitoring client progress.

About

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Healthcare practitioners requiring an evidence-based tool to treat mental health and substance use disorders

Audience

Organizations in need of a powerful CRM solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 per user per month
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Trac9 Informatics
United States
trac9.com/our-platform/

Company Information

UPilot
Founded: 2016
United States
upilot.com

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Categories

Mental Health Supported

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

ActiveCampaign Not Supported
Asana Not Supported
Drip Not Supported
Gmail Not Supported
Google Docs Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Jira Not Supported
Jira Work Management Not Supported
LinkedIn Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Trello Not Supported
Xero Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

ActiveCampaign Supported
Asana Supported
Drip Supported
Gmail Supported
Google Docs Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Jira Supported
Jira Work Management Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Trello Supported
Xero Supported
Zapier Supported
Zoom Supported
Claim Trac9 Informatics and update features and information
Claim Trac9 Informatics and update features and information
Claim UPilot and update features and information
Claim UPilot and update features and information