Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

SurgyCRM is a cloud-based customer relationship management system designed specifically for hospitals to effectively handle patient inquiries and enhance engagement throughout their care journey. This platform integrates various communication channels, including websites, chatbots, call centers, WhatsApp, walk-ins, and referrals, into a unified shared inbox that enables assignment, follow-up, source tracking, and conversion metrics aligned with hospital information system records. Teams are empowered to establish care-journey milestones, automate WhatsApp reminders, oversee doctor and partner referrals, and gather QR-code feedback as tracked tickets. A bilingual chatbot on the website efficiently captures inquiries and generates leads, while features such as role- and branch-based access, audit trails, and dashboards facilitate seamless operations across multiple locations. Additionally, a mobile field app allows for the documentation of referral visits, ensuring all interactions are recorded. SurgyCRM is tailored for hospitals and healthcare groups, seamlessly integrates with existing HIS/HMS platforms via APIs or scheduled data synchronization, and can also initiate data input through spreadsheet imports, making it versatile for different operational needs. This solution is offered as a multi-tenant software-as-a-service platform, allowing for collaborative use among various stakeholders.

Description

WelcomeHome was established with the aim of offering cutting-edge technology tailored specifically for sales and marketing experts in the senior living industry. The hallmark of the company is its unique customer relationship management (CRM) software, which is provided as a service. Our approach simplifies processes, enabling software to excel in its capabilities while allowing humans to focus on their strengths—building connections with seniors, their families, and referral sources, ultimately enhancing the overall experience for all parties involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

August Health No 
Go Icon No 
TSOLife No 
WhatsApp Yes 

Integrations

August Health Yes 
Go Icon Yes 
TSOLife Yes 
WhatsApp No 

Pricing Details

$50
Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Customer Support

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

Customer Support

Business Hours No 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Surgy Innovation Labs

Founded

2020

Country

India

Website

surgy.health/products/surgy-crm

Vendor Details

Company Name

WelcomeHome

Founded

2017

Country

United States

Website

www.welcomehomesoftware.com

Product Features

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

Assisted Living

Admissions Management No 
Billing & Invoicing No 
Building Maintenance No 
Care Planning No 
Event / Activities Planning No 
Incident Management No 
Marketing / Lead Management No 
Meal / Nutrition Management No 
Medical Records No 
Medication Tracking No 
New Resident Assessment No 
Resident Info Management No 
Scheduling No 
Staff Management No 
Work Order Management No 

CRM

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

Alternatives

SurgyInsights Reviews

SurgyInsights

Surgy Innovation Labs

Alternatives

SurgyFrontdesk Reviews

SurgyFrontdesk

Surgy Innovation Labs
Aline Reviews

Aline

Aline Senior Living
ResiDex Reviews

ResiDex

TenX Systems
Influx MD Reviews

Influx MD

ifX medical Inc.
SurgyScribe Reviews

SurgyScribe

Surgy Innovation Labs Private Limited