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- Healthcare CRM
- Start Healthcare CRM
Get Healthcare CRM running in four steps.
Prepare an organization, its relationship owners and the evidence for a practical first operating cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Healthcare CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Healthcare CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure Healthcare CRM for your business. Choose the organization that will run the pilot and identify its App Administrator, Relationship Owner and independent Sales Manager. Keep the initial scope small enough for those people to inspect the work together.
Prepare the first operating cycle
Bring eligible counterparty accounts and active team membership. Choose a commercial relationship that can move from qualification to a proposal, plus a nonclinical referral follow-up with a clear consent basis and due date. Prepare the supporting activity and attachments that the Sales Manager will use during review.
Agree the meaning of expected value in USD and the time zone used for due dates. Follow implementation and the data model to establish records in dependency order. Configure external connections only after agreeing their permitted information and confirmation evidence.
Review before release
Have an independent Sales Manager decide on the submitted referral and verify the completion receipt. Repeat with a stale revision and an attempted completion before approval. Ask the Auditor to trace a customer outcome to the evidence and decision behind it.
Assign responsibility for any remaining exception before widening access. Review roles and pricing with the people responsible for the operating process.
Set up Healthcare CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.