USA, Los Angeles
Healthcare industry workflow requires unique case management and lead pipeline with notification system synchronized with Google Calendar. Also, industry specifics demand user hierarchy with different permissions and roles. All of the possibilities should be accessible on a single page with open customization opportunities.
After business analysis, we’ve created custom CRM with single-page architecture, workspace, dashboard, and reports generation. Data centralization was provided with document and file management, user management with the possibility to adjust roles and permissions, create the action plan and track users’ activity.
After the workflow automation and integration, the client successfully empowered productivity of the business processes and enhanced internal communication within the CRM system. The possibility of SSO authorization enabled the opportunity for a simplified process of new users’ registration, and a customized business process system allowed business process configuration and flow management.