What is a
Medical
CRM?
A medical CRM (Customer Relationship Management) is a software tool that healthcare providers use to manage and organize their patient interactions and data.
Build your medical practice with customer relationship management
CRM, or customer relationship management, is a process that helps medical practices manage their interactions with customers. The goal of CRM is to improve customer retention, increase sales, and streamline customer service. Here are a few common terms you might encounter when working with CRM:
- Contact: A person or company that has expressed interest in your products or services.
- Lead: A contact that has shown some level of interest in your products or services.
- Opportunity: A lead that has shown a high level of interest in your products or services and is likely to become a customer.
- Account: A customer or company that has purchased your products or services.
- Pipeline: The stages that a lead goes through before becoming a customer.
- Sales Funnel: The process of turning a lead into a customer.
- Forecast: A prediction of future sales based on current data.
- Dashboard: A visual representation of data that helps you track your progress towards your goals.