Customer Relationship Management

Efficient lead management is critical for any business, and our CRM module provides a complete solution for collecting, controlling, and nurturing leads. The leads section of Helix CRM allows users to enter specific information about potential patients. Editing existing leads, sending messages, and managing lead statuses are straightforward activities that ensure your team has accurate and up-to-date data. Whether you need to disqualify a lead, remove a lead, or convert a lead to a patient, Helix CRM has all the tools you need to keep your lead management system organized and efficient.

The campaign module in Helix CRM is designed to streamline the planning and launching of marketing campaigns. Integration with Meta apps such as Facebook, Instagram, and WhatsApp increases the reach and effectiveness of your ads. The staging area in our CRM module enables precise planning and execution of marketing campaigns, ensuring that your medical facility can effectively communicate with potential patients. This connectivity allows for seamless communication, making it easier to send customized messages and track campaign effectiveness, ultimately increasing marketing efficacy.

Feedback is essential for continual improvement, and our CRM module provides extensive capabilities for gathering and storing patient experiences and input. The feedback forms are customizable, allowing you to develop templates tailored to your specific requirements. You can request feedback through the mobile app package (Apex), ensuring that patients’ opinions are recorded and reflected in your Helix account. This allows you to manage and document actions, ensuring that patient complaints are addressed and monitored in a timely manner.

Our CRM module excels in providing insightful reports that assist with data-driven decision-making. Helix offers a variety of report types, each designed to deliver specialized information. Patient Demographics reports reveal patients’ personal information, while Client Growth reports use charts and tables to illustrate patient retention rates. Non-Returning Clients reports identify patients who have not returned, enabling focused retention measures. The Patient Lifetime Value report summarizes predicted revenue from each patient, while the Marketing Channels report evaluates the success of various marketing techniques. Each report can be filtered, exported, and printed, providing flexibility and convenience in data analysis and presentation.

Understanding the impact of marketing initiatives is critical for maximizing ROI, and our CRM module offers thorough customer growth insights by marketing channel and offer. These reports demonstrate the efficacy of various marketing channels in acquiring and maintaining patients, allowing you to discover the most profitable sources. Furthermore, the Client Growth per Offer report evaluates the impact of individual offers on patient retention and income, presenting data in rich charts and tables. This granular level of reporting allows you to fine-tune your marketing strategy and offers to improve patient acquisition and retention.

By adopting the comprehensive capabilities of our CRM module, your medical center will boost lead management, streamline campaigns, collect vital feedback, and gain deep insights through detailed reports. These features enable you to successfully manage patient relationships, enhance marketing efforts, and make informed decisions based on reliable data.