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Description
Enhance the capabilities of your agency and sales force by providing immediate access to market intelligence and sales data. Focus on referral sources that align with their patient demographics and discharge trends, integrating them into your sales pipeline for better tracking. Pay attention to the clinical classifications of patients along with their discharge behaviors to effectively build your network. Assess your agency's performance by analyzing readmission statistics, diagnostic metrics, and payer distribution. Improve your sales strategy and increase conversion rates through tailored dashboards and reports for both individual representatives and teams. Cultivate referrals and foster stronger connections through comprehensive customer profiles, accessible from any mobile device, alongside guided talking points. Equip hospice sales teams with essential data and predictive clinical indicators to facilitate timely care for more hospice patients. Investigate, analyze, and benchmark the demographics and treatment histories of hospice patients to ensure they recognize the advantages of hospice care, thereby enhancing overall service delivery and patient outcomes. By leveraging these insights, your agency can strategically position itself to meet the growing demands of hospice care effectively.
Description
Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Trella Health
Founded
2015
Country
United States
Website
www.trellahealth.com/solutions/customer-relationship-management-crm/
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Product Features
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Home Care
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
Home Health Care
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
Hospice
Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management