SMART CRM Business Growth Tool for the Senior Care Market
S.M.A.R.T. = Senior Care Marketing and Recruiting Tracker
Use the SMART CRM to Grow Your Senior Care Business
As a Stand-Alone Service: $399 Setup and $99/month (see description below)
COVID-19 Pricing Through April 30, 2020: $100 off setup= $299 Setup Fee!
Combined with one of our programs, it's absolutely FREE.
What is a CRM? A CRM is a contact/customer relationship management software as a service (SaaS). Organize and stay on top of potential clients, recruits, and referral sources.
- Free for our clients: If you are enrolled in one of our other programs- SCOPE, SCIP CARE, SCIP Recruiting…you get free access to our CRM. We don’t charge a nickel for you to use it as you wish.
- Unlimited users- yes I said that, no member per month stuff. Free, add ‘em all.
- Up to 5000 contacts FREE
- One tracked and recorded phone number to use for mass texting, phone calling, individual texting, programmed texting, manual texting.
- Communicate via email, phone, texting, FB messenger, website chat, as you wish.
- Manage your reviews and ask for MORE reviews easily.
- Monthly newsletter that we compile and send FOR YOU (SCOPE PROGRAM ONLY).
- Marketing Campaigns/Email Campaigns that use both text and email can be set up, and we can help.
- See your Google Analytics reporting, Facebook Ads reporting, Google Ads reporting, Phone call (incoming and outgoing) reporting, closed sales, recruiting and more from one portal.
- Integrate your website forms (both employment and for customer leads) into the CRM ( we do that for you).
Here’s the long list of everything you can do/see:
- Contact management
- Contact website activity
- Deals/Pipelines for Leads, Referral Sources, & Recruiting
- Tasks & activities
- Gmail integration
- Custom form fields
- Ad reporting
- Conversations inbox
- Reporting dashboards
- Email Templates
- Texting Templates
- Attach Documents
- Meeting scheduling
- Messenger integration
- Custom properties
- Email marketing
- List segmentation
- Live chat
- Mobile optimization
- Email scheduling
- Deal pipeline
- Tasks Assignments
How Are Senior Care Businesses Using the SMART CRM?
- Manage Senior Care Leads
- Manage Senior Care Referral Communications
- Manage Senior Care Recruiting
- Run Database Re-Engagement Campaigns
- Run Surveys
- Ask for Client Reviews on ANY Platform via the CRM.
- Texting and Mass Texting
- Phone Calling from CRM
- Email from CRM
- Facebook Messenger Communication from CRM
- Landing Pages as needed
- Monthly Newsletters from CRM (for SCOPE Clients)
- Monitor Google Analytics
- Monitor Google My Business Listing
- Schedule Appointments with Potential Employees
Can you use the CRM, but not our services? Yes.
$399 Set up and $99/month
CRM Set-Up Includes:
- Import of your current contacts, tagged and organized
- Import of 1 customized campaign (we give you 3 options, you choose 1)
- Set up of notifications and triggers so that you are instantly aware of new leads, recruits, or communications
- Connection of Google My Business, Google Analytics, Facebook Ads, Facebook Messenger, Google Ads
- Set up and use of tracked and recorded phone line.
- Set up of Review Request system
- Code for live chat, and set up.
- Video tutorial specific to your set up that shows you the overview of how things work.
- One 30-minute call to ask more detailed questions and go over the use of the system.(optional)
- Support delivered via our support desk via our ticketing system. Fast, effective support and answers.