PointClickCare CRM 2.4.0

PointClickCare's CRM Solution offers a comprehensive view of potential residents during the pre-admission and move-in stages, facilitating informed decisions on resident placement based on preferences and care needs. The platform allows providers to efficiently manage resident referrals, minimize redundant tasks, transition from paper-based processes, and enhance the quality of data available for marketing strategies. These features support organizations in attracting and retaining new residents while maintaining optimal occupancy levels.

• Gain real-time access to lead information from any location, enhancing marketing efficiency and decision-making processes.
• Benefit from reporting tools that provide valuable insights into customer pipelines and referrals.
• Efficiently manage sales activities through streamlined workflows.
• Reduce data errors through centralized information storage, eliminating the need for manual duplicate entries.
• Simplify the resident move-in process by collecting vital resident data beforehand, including contact details, insurance information, placement preferences, account data, and relevant documents.