PointClickCare CRM
Free
2.4.0for iPhone, iPad and more
Age Rating
PointClickCare CRM Screenshots
About PointClickCare CRM
PointClickCare's CRM Solution provides a truly unified view into every aspect of a potential resident, throughout the pre-admission and move-in process. It ensures that residents are placed at the right location according to their preferences and care delivery needs. It also enables providers to centrally manage their resident referral pipeline, eliminate the duplication of effort and manual paper-based processes, and provide better information to support decisions regarding marketing efforts. This in turn, helps organizations nurture and retain new resident populations and ensure occupancy levels remain optimal.
Key benefits include:
- Anytime, anywhere real-time access to lead information, for efficient marketing efforts, faster decision making and better business continuity
- Reporting capabilities that help drive insight to customer pipeline and referrals from key accounts
- Streamlined workflows to help manage sales activity
- Reduce potential data errors by using a single-source of information by eliminating manual duplicate efforts
- Simplify the resident move-in process by capturing and accessing vital resident data prior to move-in including contact, insurance, placement, account information as well and attached documents.
Key benefits include:
- Anytime, anywhere real-time access to lead information, for efficient marketing efforts, faster decision making and better business continuity
- Reporting capabilities that help drive insight to customer pipeline and referrals from key accounts
- Streamlined workflows to help manage sales activity
- Reduce potential data errors by using a single-source of information by eliminating manual duplicate efforts
- Simplify the resident move-in process by capturing and accessing vital resident data prior to move-in including contact, insurance, placement, account information as well and attached documents.
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What's New in the Latest Version 2.4.0
Last updated on Feb 11, 2021
Old Versions
Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.
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Version History
2.4.0
Feb 11, 2021
Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.
2.3.0
Jun 2, 2020
- Mobile SSO
- More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions
- Ability to create activities against an account or lead without having Add/edit access to accounts or lead
- More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions
- Ability to create activities against an account or lead without having Add/edit access to accounts or lead
2.2.0
Sep 18, 2018
1. Configurable mandatory fields for lead information
2. User-defined filters
2. User-defined filters
2.1.0
May 23, 2018
1.Real-time insurance eligibility check
2.Auto Possible Placement
3.Easy access to recently viewed accounts and contacts
4.Add MBI# to resident demographic
5.Assign lead to other users
6.Mark Proxy lead as Invalid/Duplicate
7.Filter the lead list by lead date range
8.Improved UI and workflow to add Additional Information
9.Cancel an activity
2.Auto Possible Placement
3.Easy access to recently viewed accounts and contacts
4.Add MBI# to resident demographic
5.Assign lead to other users
6.Mark Proxy lead as Invalid/Duplicate
7.Filter the lead list by lead date range
8.Improved UI and workflow to add Additional Information
9.Cancel an activity
2.0.0
Nov 16, 2017
1)New, easier to navigate UI
2)Users can view documents that were attached to the lead record
3)User can create and save insurance information
4)User can create a contact as a lead
5)User can add multiple accounts to a lead
6)User can create Tour as a new activity type
7)Lost to competitor documentation
8)Added referred by info to lead
9)Integrated Address Search and Map Display
10)Activity Calendar Look
11)Lead List Filter by Facility
12)Quick Add Menu
13)Mandatory Activities
14)Ability to assign Activity to another user
15)Ability to mark “Do Not Contact Resident”
2)Users can view documents that were attached to the lead record
3)User can create and save insurance information
4)User can create a contact as a lead
5)User can add multiple accounts to a lead
6)User can create Tour as a new activity type
7)Lost to competitor documentation
8)Added referred by info to lead
9)Integrated Address Search and Map Display
10)Activity Calendar Look
11)Lead List Filter by Facility
12)Quick Add Menu
13)Mandatory Activities
14)Ability to assign Activity to another user
15)Ability to mark “Do Not Contact Resident”
1.0.2
Sep 21, 2016
Activities can now be assigned to other teammates.
Predefined activities can be added to leads.
A primary contact can now be set for a resident’s professional contacts.
Follow-up activities can now be created.
User defined fields can be created so you can add custom information for contacts and leads.
Resident and professional contacts can now be created separately.
Context Menu is now easier to find and is simpler to use.
Report filters can now be customized.
Predefined activities can be added to leads.
A primary contact can now be set for a resident’s professional contacts.
Follow-up activities can now be created.
User defined fields can be created so you can add custom information for contacts and leads.
Resident and professional contacts can now be created separately.
Context Menu is now easier to find and is simpler to use.
Report filters can now be customized.
1.0.1
Apr 29, 2016
Minor enhancements and bug fixes, including:
1.Remember username
2.Display multiple time zones
3.Updated workflow for adding a resident to a lead
4.Ability to login using Alternate PIN/password
1.Remember username
2.Display multiple time zones
3.Updated workflow for adding a resident to a lead
4.Ability to login using Alternate PIN/password
1.0.0
Apr 1, 2016
PointClickCare CRM FAQ
Click here to learn how to download PointClickCare CRM in restricted country or region.
Check the following list to see the minimum requirements of PointClickCare CRM.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
PointClickCare CRM supports English
