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features
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support

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Description

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

Description

Enhance your conversion rates by linking landing pages, hosting webinars, and managing events while engaging with leads through chat or email! Streamline and automate your scheduling for appointments, events, webinars, classes, and virtual meetings effortlessly! You have the capability to oversee service fees, memberships, various programs, packages, and virtual clients with ease! Generate or automate invoices, process payments, and establish recurring billing for your programs and services. Communicate with your leads and clients via chat, text, email, or video at any time using either automated or tailored options. Compile reports and widgets for financials, inventory, statistics, birthdays, and taxes to monitor the health of your practice. Empower clients to access an array of resources such as videos, recipes, articles, documents, treatment plans, wellness initiatives, appointment scheduling, supplement purchases, payment processing, form completion, and so much more, all conveniently available at their fingertips! This comprehensive approach not only improves client experience but also fosters stronger relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture Yes 
Capgemini Intelligent Automation Platform Yes 
ClearProcess Yes 
CognitiveScale Cortex AI Yes 
Diabolocom Yes 
Documaster Yes 
Google Cloud Anti Money Laundering AI Yes 
HintEd Yes 
LinkedIn Sales Navigator Yes 
OneSpan Identity Verification Yes 
Perfect Doc Studio Yes 
Quavo Yes 
Sales Robots Yes 
Syntasa Yes 

Integrations

ABBYY Mobile Capture No 
Capgemini Intelligent Automation Platform No 
ClearProcess No 
CognitiveScale Cortex AI No 
Diabolocom No 
Documaster No 
Google Cloud Anti Money Laundering AI No 
HintEd No 
LinkedIn Sales Navigator No 
OneSpan Identity Verification No 
Perfect Doc Studio No 
Quavo No 
Sales Robots No 
Syntasa No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$249.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Vendor Details

Company Name

Simplified Practice

Founded

2021

Country

United States

Website

simplifiedpractice.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

Electronic Medical Records (EMR)

Appointment Management No 
Charting No 
Compliance Tracking No 
E-Prescribing No 
E/M Coding No 
HIPAA Compliant No 
Handwriting Recognition No 
Integrated Telehealth No 
MIPS Certified No 
Meaningful Use Certified No 
ONC-ATCB Certified No 
Patient Portal No 
Self Service Portal No 
Voice Recognition No 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Medical Practice Management

Claims Management No 
E-Prescribing No 
EMR / EHR Yes 
HIPAA Compliant Yes 
Insurance Eligibility Verification No 
Inventory Management Yes 
Multi-Office Yes 
Multi-Physician Yes 
Patient Billing Yes 
Patient Portal Yes 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling Yes 
Physician Scheduling Yes 

Alternatives

Alternatives

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