CRM Packages

A: Support is at the heart of everything we do so supporting you and your business is our top priority. We offer Live Chat support 7 days a week, 24/7 email support, as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

A: Here is a short list of the minimum requirements that make our software HIPAA compliant. 

• HIPAA Rules: Comply with all aspects of the rules that make up HIPAA; the Privacy Rule, Security Rule, HITECH and the Omnibus Rule. 
• Security Safeguards: The administrative, physical and technical safeguards laid out in the Security Rule should be followed. 
• Transport Encryption: Any electronic health information (ePHI) must be encrypted before it is shared or disclosed.
• Backup: All ePHI should be backed up in case there is a need to recover or restore the information.
• Authorization: ePHI should be restricted so that it is only accessible to authorized personnel. 
• Storage Encryption: In addition to how it is shared, ePHI should also be stored in an encrypted manner. 
• Integrity: ePHI should not be available to unauthorized changes or improper destruction. 
• Disposal: Once the ePHI is not needed anymore, it should be safely and permanently destroyed. 
• Business Associate Agreement: As we have mentioned above, software companies that hold or share PHI must sign business associate agreements with the covered entities that they will be vendors for. Once completed, these agreements should be held on secure servers. 

A: Your CRM can automate various workflow aspects, such as setting up auto-replies to customer queries and sending post-interaction surveys. It also simplifies repetitive tasks like data entry and helps automate SMS, automated custom thank you mailers, and email marketing, freeing up time for more important work.

A: Absolutely! Our CRM is designed with flexibility in mind, ensuring it can be perfectly tailored to fit the unique needs and workflows of your specific business type. Whether you’re in retail, car detailing, roofer, HVAC, healthcare, finance, or any other industry, our CRM can adapt to your requirements, enabling a more efficient and personalized experience. From custom fields and modules to unique automation rules, we ensure that our platform aligns with your business objectives and processes.

A: Yes, you can seamlessly transition your existing data to our CRM. Our platform offers intuitive mapping tools to ensure your data is accurately imported without loss or disruption. We support a variety of formats and sources, enabling a smooth transfer of your contacts, deals, notes, and more. Our team is also available to guide you through the process, ensuring a hassle-free migration to your new CRM environment.

CRMs enhance marketing effectiveness tracking through centralized storage for campaigns and contacts, enabling easy performance reviews. They offer analytics to monitor marketing ROI and lead generation. Additionally, CRMs facilitate seamless interdepartmental communication, ensuring cohesive strategy across various platforms.

A: Yes, our crm includes comprehensive social media management features, allowing you to publish, track, and monitor your social media posts from one unified platform. With our crm, you can see all your social media interactions in one place, track brand mentions, and engage with your audience efficiently. Additionally, its automation capabilities enable you to schedule posts in advance and set up automatic responses to customer inquiries, streamlining your social media strategy.

A: Our system offers wide-ranging integrations for effortless and cohesive automation. Leveraging API integrations, we enable automation with over 2,000 applications, streamlining your workflows without complications. Additionally, we provide native integrations with key platforms such as Facebook, Instagram, Google My Business, and Gmail for direct and seamless connectivity.