Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
WellCheck is an integrated platform designed for Social Determinants of Health (SDoH) referrals, transforming social prescribing into a practical solution by unifying screening, referrals, follow-ups, and reporting within a single workflow. Its EquiLoop technology meticulously tracks each health-related social requirement from the first evaluation to the final resolution, enabling teams to effectively link community members with necessary services, facilitate coordination among partner networks, and demonstrate results to funding bodies. The platform prioritizes mobile access and offers multilingual options for enrollment and consent, eliminating the need for traditional paper forms, while ongoing assessments identify needs related to essentials like food, housing, transportation, behavioral health, utilities, benefits, and other factors influencing health. Every referral is assigned a status, an accountable owner, and a well-defined resolution pathway, ensuring that partner organizations can receive, accept, act on, and confirm the delivery of services within a collaborative system. Additionally, customizable SMS and email follow-up notifications, along with alerts for overdue referrals, play a crucial role in ensuring no one slips through the cracks of the system. By streamlining these processes, WellCheck enhances the efficiency of addressing social needs, ultimately leading to better health outcomes for the community.
API Access
Has API
API Access
Has API
Integrations
Qualia
ResWare
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
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Vendor Details
Company Name
WellCheck
Founded
2015
Country
United States
Website
www.wellcheck.us
Product Features
Product Features
e-Prescribing
Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management