CRM for Healthcare

InvestGlass’s adaptability improves your knowledge about your patients and optimize business processes and administrative tasks.

Simplify Your Workflow
From Start to End

Improve patient experience, communication between departments, and patients support.

Challenge of healthcare CRM software

Indeed, the pandemic has disrupted the health and life sciences industry to the extreme and tighten the pressure on CRM adoption in the healthcare industry. For years, health care services’ interest in CRM was increasing for multiple reasons. First, the communication prior, during, and after the care is always cumbersome. Second, assessing electronic medical records and the identification process is complex and errors may occur. Third, monitoring performance from healthcare staff is extremely difficult and time-consuming. In addition, the medical team can use the healthcare CRM as a task management tool and improve patient care. Finally, automation is a huge component needed by the industry to enhance efficiency. The CRM has been built to connect with your legacy systems while making sure that medical teams will find all services needed such as automated messaging frees, marketing tools, medical history, and a clear patient data screening solution. Making InvestGlass a complete healthcare CRM system. The current health and social crisis have augmented the importance of digital transformation and efficient time and team management from healthcare companies. One of the main concerns remains, however, the question of data security and compliance, even if healthcare CRM systems may be the best tool to protect patients’ health information.

It’s all about Patient Satisfaction

InvestGlass’s adaptability is key when considering the platform’s role in the healthcare industry. Yet, the all-in-one solution offers the ideal applicability to health services as the creation of client portals can ease communication as well as patient record and identification approvals. InvestGlass approval processes can automate the entire workflow and ease staff administrative burden. Monitoring characteristics can also help assess staff performance as well as their involvement and feedback. Post appointment feedback surveys can automatically be filled and sent to patients as well as automating the creation of contact reports for each stage of the patient’s journey.

The CRM tools are bundled into a patient portal which is key to collecting patient intake and sharing medical billing, medical histories, and more. Indeed the patient is king! Patient records are easily accessible for existing patients and the creation of records is quick and effortless. This easiness enhances your patient service. Prevention can also be strengthened by sending emails via a targeted marketing campaign to targeted groups with health tips and best medical practices. Educational event alerts are even actionable automatically for nurses to enhance and develop their skills. InvestGlass offers best-in-class onboarding digitalization as well as Pipeline and Order Management System. The pipeline system enables medication management which is vital to managing the patient relationship.

The all-in-one solution possibilities for the health industry are enhanced by premade templates and an invoice system that considers the time taken for each patient.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Patients’ Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

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