Hi guys!
Would appreciate some advice.
Currently: opportunities (forms submitted on the website with contact information of interested patients) are sent to us by email. our appointment calendar is stored on Google.
Why we want a CRM
- We want to control our patient data (self-hosted or hosted in an appropriately secured centre for EU health data compliance). Therefore it would also be useful if the CRM could store appointments and generate a calendar to be viewable by all stakeholders in browser and on mobile.
- Marketing data: Ideally, a CRM should store opportunities. We could then convert this opportunity to a sale (booking an appointment) by manually contacting the patient and this can then be recorded as a won or lost opportunity. I would love for this to be recorded back on to Google Analytics for analysis of our referrers (I understand this can be done through a HTTP request on the server side).
- Less chance of losing leads and better control of which staff member is actioning what
- While recording information and calls about a patient is useful, it’s not all that essential more than just a line of comments as it’s usually a single appointment to complete the treatment.
I appreciate customisation may be needed but is something like SuiteCRM a good starting point or is there something better or more suited? Is a fully-fledged CRM overkill for this?
Thank you.