TAILORED CRM SOLUTIONS
Innovative and cost effective Customer Relationship solution customized to exceed business needs
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CRM Products For Your
Industry
Custom CRM solutions created with industry expertise
Home Health, Palliative & Hospice
enSiteCareConnect©, our comprehensive Hospice, Palliative and Home Health care solution allows organizations to build relationships with physician practices, educate and develop those relationship to generate leads, transition those leads to referrals, admit those referrals as patients, manage and administer care request for patients. When a patient transitions, our solution helps facilitate grief and bereavement counseling. Additionally, enSiteCM handles Incidents, Medication Occurrences, and Infection Controls. For more detail information, please visit our enSiteCareConnect Product website.
Accounting
enSiteCRM© for Accounting firms is a web and mobile based solution allowing Accountants and Accounting Firms to easily and securely track and maintain their customer information in a cost effective manner. You will be able to collaborate with your customers via email, secure chat and texting, document sharing and management through your branded customer portal. Additionally, generate quotes, invoices, contracts and manage your appointment scheduling.
Small Business
Stellar customer service, easy to implement, inexpensive to adopt and intuitive to use, enSiteCRM© for Small Business is feature rich at a small business price point. Our tailored customize platform will meet your Customer Relationship Management business needs. The core features includes but not limited to sales leads and opportunity management, marketing and campaign management, and customer service with contact, account, contract and document management features.
Non-Profit
enSiteCRM© for Non-Profit is a user friendly and simplified hosted web based solutions which allows non-profits that ability to put individual disparate spreadsheets behind and consolidate your information. Donor and constituent information, centrally manage event and funraisers, report, analyze and measure program success and setup automated emails, reminders and notifications.
Law
enSiteCRM© for Law firms, a Legal Relationship Management enhances your relationship with existing customers with a feature rich web based solution. Our product allows for customer collaboration and maintains customer information securely across all touchpoints from anywhere at anytime.
IT Service Management
enSiteITSM© makes it easy to manage customer or product queries in an efficient and seamless way. Multi-channel reporting and support services improving customer satisfaction and responsiveness. Feature rich, easy to use, multi-user web based customer support solution.
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CRM SOLUTION IN PLACE
See how we can help you increase your operational efficiency.
Improve satisfaction of your customers.
Cost effectively without dedicated technology resources.
enSiteCRM FEATURES
Increase your customer base, Improve your customer service, Enhance communication, Organize and centralize your customer and contact information, Gain efficiency and visibility to your contact and customer information.
Contact Management
Organize contacts into groups, manage contact and customer communication and activities. Easily link your records to gain complete visibility into activities and interactions at all stages of the customer lifecycle.
Multichannel Communication
Give your customers the flexibility to communicate and submit inquiries and service requests through their preferred method and respond faster exceeding your customers expectation from anywhere at anytime.
Workflow Automation & Task Management
Improve productivity with automated workflows and tasks management customized for your organization. Engage your employees at the right time removing guesswork as to who and when to interact with leads, customers and service requests.
Document Management
Track, manage, upload and store documents independently or associate with contacts, cases and accounts for ease of reference contained in a single location, accessible by team members. Documents can be versioned, categorized and managed through the document lifecycle.
Activity & Calendar Management
Manage your time by scheduling meetings, calls, and tasks. Allow your team and colleagues real-time access to interactions and upcoming events. Share your calendar or create team and event calendars accessible by all or select team members.
Security
Robust security allows your organization to manage role based access management controlling who sees what and who can take action on what. Larger organization can take advantage of multi-tier access control at regional and departmental level.
