Skyrocket your web and community referrals & track them all in one place.
WellSky Personal Care's Customer Relationship Management tools give you the opportunity to take marketing and sales efforts to the next level. Keep track of contacts, activity, and revenue to better inform marketing and sales investments.
Send outreach emails directly out of WellSky Personal Care. Get delivery confirmation and quickly reference past emails and calls before visiting. When the referral source replies to your email, it's saved so you can see the entire conversation.
Store all your brochures, flyers, and promotional tools in the file vault. Attach files to your emails to convey your unique selling propositions.
Make data collection and tracking easier than ever. Your agency will have its own link you can post to your website. The form submissions go directly into ClearCare, making it easy to manage pipeline tracking and reporting.
From your web site all the way to winning new business -- do it all from WellSky Personal Care.
Have a potential prospect on the phone? Open up a form in seconds and record the details so you don’t miss a beat.
Track each interaction and set up task workflows. Give all administrators visibility into marketing efforts.
Maintain a list of contacts for each referral source. Record each step of the sales process and assign tasks to administrators so nothing falls through the cracks.