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800.449.0645 Caregiver Support

Customer Relationship Management

Customer Relationship ManagementClearCare has a complete CRM module to manage your relationships with referral sources, prospects, and clients.

You can track prospects at each stage of business and development: Initial call, Assessment scheduled, Assessment, Interviewing candidates, etc. This helps you stay on top of business development and move prospects to close! With referral sources, you can see exactly who is generating the most business for you and make sure your communications strategy is driving new referral volume.

The Initial Call form helps you with inbound calls where you need to capture lots of information on a Prospect Quickly. Capture information on the caller, prospect, and the referral source from one screen while you're on the phone! And then enter information right info the Assessment, giving you a head start toward the close and start of care.

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Derek Jones

Derek enjoys spending time with family running road races, has completed 6-half marathons, mountain biking, and anything to do with baseball or the outdoors.