What is the difference between CRM and ERP?

While Customer Relationship Management software is used for day-to-day business tasks and customer communication, Enterprise Resource Planning (ERP) software is used primarily for financial management.

What CRM features do I need?

Essential CRM features include:

  • Contact book
  • Messaging system
  • Customization options
  • Third-party integrations
  • Data visualization

What are the types of CRM systems?

There are three major types of CRM systems:

  • Collaborative: Collaborative CRM software enables multiple people to access essential patient information and the application’s features.
  • Analytical: Analytical CRM software is focused on helping you understand and visualize patient data.
  • Operational: Operational CRM systems are centered around automating business tasks and streamlining processes.

Can CRM reduce the heavy lifting of appointment and schedule management?

Yes. Thanks to the automation functionalities of Customer Relationship Management software, CRM can help to reduce the administrative burden of appointment scheduling.

Is CRM worth it if I’ve got a smaller customer base?

There is always some merit in using CRM software. If you run a small practice, CRM will help streamline business processes so you can focus on more essential duties. CRM is worth exploring.

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