Discover the Top Benefits and Features of Our Healthcare CRM

With potentially hundreds of patients, customers, medical professionals, and other contacts to keep organized, storing all that data can become a chore. Yet managing those relationships—and increasing loyalty among your patients—is crucial for your healthcare organization’s well-being.

The solution? Contact management features in your CRM. Creating a central hub for all your patient and customer knowledge is a great way to keep the most important information top-of-mind so your sales, marketing, and support teams have the right information to address patients’ needs.

And Nutshell provides the contact management tools that can make all the difference when you’re working to attract and retain new patients. Here’s how Nutshell helps healthcare organizations manage their contacts:

• Easily sync data from across multiple platforms and sources of contact data to create a secure hub for patient and customer information.
• Log communications with patients and customers and notes about the interactions to keep your entire team in the loop.
• Give your sales and marketing teams access to your contact information so they can send the right messages at the right time.
• Keep support representatives informed of patient history and past service tickets, so their interactions can pick up from where your customers left off.

Every organization has administrative tasks that can become tedious and time-consuming. For healthcare companies, these tasks—like billing, collaboration with other healthcare practitioners and partners, and sending out reminders to patients—are still important to deliver excellent customer experiences. Enter sales automation.

Sales automation puts time-consuming tasks on autopilot, like sending your team reminders and launching email drip sequences. Your team gains more time to strengthen patient relationships and excel in other business-critical areas.

With Nutshell’s sales automation, you can lighten the load on your team while putting the focus back on patient engagement. Nutshell lets you customize your sales processes for greater efficiency and effortlessly move leads to the right stage in your pipeline.

Automation can also benefit your organization’s outreach efforts. Our email marketing platform, Nutshell Campaigns, is especially helpful for teams at private practices looking to bring in new patients from the community.

Use Nutshell Campaigns to build and send eye-catching, personalized email marketing campaigns to the targeted marketing audiences you create from your Nutshell contacts, then track engagement and adjust your strategy. Engage with patients through useful content, share short surveys, and let them know about upcoming events and changes. The more your patients and customers engage with your organization, the more likely they are to stay with you—and possibly bring others with them.