Are you looking for ways to enhance your business performance and revenue? Look no further than Dazos IQ and CRM. These powerful tools can help you boost digital traffic, improve data integrity, and streamline your operations.

One of the latest features added to Dazos CRM is the ability to manually link CRM files to Kipu charge, allowing for even greater data integrity. Additionally, Dazos integrates with various platforms like MailChimp, ConstantContact, and HubSpot, and also offers a client portal and custom surveys to help you stay connected with your patients.

Dazos IQ, on the other hand, is a billing analysis tool that uses A.I. to identify areas where you may have been missing out on reimbursement. It integrates with your billing software and provides reports that show you the quality and quantity of referrals from different channels, including their associated revenue. This allows you to make informed decisions on where to allocate your marketing budget and identify which admissions reps are performing well.

Clients who have used Dazos products have reported an average savings of 10-15% monthly when switching from Salesforce, and 90-99% on build-out costs. In terms of pricing, Dazos IQ and CRM cost $550 per month for five users, with an additional $110 per user thereafter. There is also a one-time implementation fee of $2,000, which covers migration, training, and ongoing support.

If you need help migrating your data, we offer data migration as-a-service for a few thousand dollars, depending on the scope of your project. About a third of our clients take us up on this offer, particularly if it's their first CRM or if they're moving from another system that they can't export on their own.

We understand that financial constraints can sometimes make it difficult for organizations to invest in a new CRM system. That's why we may be able to defer some payment if you're finishing up a Salesforce contract, for example, so you won't have to pay for two CRMs at the same time.

Integrating multiple CTMs and EMRs into your Dazos CRM instance can help streamline your operations and improve your relationship with your customers. At Dazos, we offer the flexibility and support you need to make the most out of your CRM system.

When it comes to managing customer relationships, a CRM (customer relationship management) system can be an invaluable tool. One of the most important features of the Dazos CRM system is its ability to track and manage leads and opportunities. We'll take a closer look at how leads and opportunities are created and managed in the Dazos CRM.

Creating Leads in a CRM System

Everything starts as a lead in a CRM system. A lead can be created manually by clicking the "Add Lead" button or by using the Dazos mobile app. Leads can also be created automatically via an integration with various VoIP platforms like CallTrackMetrics, CallRail, Vonage, RingCentral, Twilio, etc.

When a phone call comes in, a lead is automatically created, and all the necessary information is logged. This includes details like the caller's name and phone number, the time of the call, and the source of the call (e.g., Google organic tracking source).

The lead can then be accessed through the Dazos CRM system's lead module, where it can be updated with additional information as needed. Workflows can also be set up to create tasks for following up with leads that haven't been contacted yet.

Converting Leads to Opportunities

Once a lead has been fully qualified and engaged, it can be converted to an opportunity. To do this, all the required fields in the lead module must be completed. The opportunity can also be assigned a stage to indicate its progress in the sales pipeline, which can be customized according to the needs of the organization.

In addition to the lead and opportunity modules, the Dazos CRM system typically includes other modules such as the contact module, account module, and case module. These modules can be customized to suit the specific needs of the organization and its sales process.

Customizing the Dazos CRM System

Our CRM system is highly customizable, and the modules and workflows can be tailored to meet the unique needs of any organization, large or small. For example, fields can be added or removed from the lead and opportunity modules to ensure that the right information is being captured. Referral sources can also be added to the opportunity module, which can then be selected from a dropdown list.

Overall, the Dazos CRM system is an essential tool for managing customer relationships and tracking leads and opportunities. With its customizable modules and workflows, it can be tailored to meet the unique needs of any organization, streamlining the sales process and providing a comprehensive view of the organization's interactions with its customers.

Are you tired of juggling multiple healthcare management tools? Do you wish there was an all-in-one solution that could streamline your operations? Look no further than Dazos. With Dazos, you can manage patient data, track referrals, and streamline your operations all in one place.

One of the key benefits of Dazos is that it is built for the healthcare industry out of the box. It includes all the modules you need to manage your operations, such as pre-assessments, VOBs, referral tracking, referral sources, surveys, and transactions. You can also customize the system further using the user-friendly drag-and-drop UI, without needing to hire a Salesforce developer. This can save you a lot of money and time.

Another benefit of Dazos is its integration with major EMRs such as Kipu, as well as bi-directional integration with CallTrackingMetrics and CallRail. There are no additional charges for these integrations, and you can export files as PDFs. This makes it easy to manage all your patient data in one place.

When you log into Dazos, the first thing you will see are the custom dashboards. These dashboards show summaries of reports using graphs such as pie charts and line graphs, as well as upcoming task activities. You can click on a widget to see the associated report. Every field in the CRM is reportable and customizable at the user-facing level. Full reporting functionality is available, and you can export data to Excel, CSV, or PDF. You can also rearrange columns or the way the data is grouped and set your conditions using Boolean operators.

To see more data about a patient, simply click on their name, and you will be taken to their file, where you can see all the information, communication, and work done from lead generation to admission. Dazos helps healthcare providers go from opportunity to admission to alumni by way of modules such as VOBs, pre-assessments, utilization reviews, headboards, and more.

In summary, Dazos is a powerful healthcare management platform that can help streamline your operations and save you time and money. With our comprehensive suite of modules, custom dashboards, and reporting tools, you can easily manage patient data, track referrals, and streamline your operations.

Effective lead management is essential for healthcare providers and medical billing companies looking to grow their businesses. That's where iVerify's integration with Dazos CRM & Dazos IQ comes in. iVerify is not only a powerful tool for verifying insurance policies and submitting leads, but it's also fully integrated into the Dazos system.

iVerify's integration with Dazos CRM & Dazos IQ means that as soon as your representatives submit their leads and policies, they become available to your remote CRM users on the back-end. This provides your admissions management team with direct, real-time access to submitted leads and policies, allowing for faster follow-up and better lead management.

In addition, iVerify's integration with Dazos CRM & Dazos IQ ensures that Instant VOB (Verification of Benefits) results are attached to leads as soon as they are submitted. This eliminates the need for additional data entry and streamlines the lead management process.

With iVerify's integration with Dazos CRM & Dazos IQ, you can maximize your lead management efficiency and grow your business. By providing real-time access to submitted leads and policies, iVerify helps you make informed decisions and follow up with leads faster.

In conclusion, iVerify's integration with Dazos CRM & IQ is an essential tool for healthcare providers and medical billing companies looking to streamline their lead management processes. With its easy-to-use interface and real-time integration with Dazos CRM & Dazos IQ, Dazos iVerify helps you manage leads more efficiently and grow your business.

So why wait? Start using iVerify today and take your lead management to the next level.

Effective insurance policy management is crucial for healthcare providers and medical billing companies, but paying for a software system to do so shouldn't be a burden. That's why Dazos iVerify offers a flexible pay-as-you-go system that allows you to verify policies and submit leads without breaking the bank.

Unlike other software systems that require a monthly fee or long-term commitment, Dazos iVerify uses a credit-based system. One credit is equal to one successful verification. When you sign up for iVerify, you'll receive free trial credits, which you can use to verify policies and submit leads.

Once your free trial credits are depleted, you can purchase more credits as needed. Dazos iVerify also offers an automatic replenish feature, which means that you can set up your account to purchase more credits automatically when your current credits are running low.

The best part? The more credits you buy, the less each credit costs. This means that the cost per verification decreases as you verify more policies and purchase more credits.

Dazos iVerify's pay-as-you-go system offers a flexible and affordable way to manage insurance policies and submit leads. You only pay for what you need, and there's no long-term commitment required.

In conclusion, Dazos iVerify's pay-as-you-go system is a flexible and affordable option for healthcare providers and medical billing companies looking to manage insurance policies and submit leads. With its credit-based system and automatic replenish feature, iVerify helps you manage policies more efficiently without breaking the bank. So why wait?

Sign up for iVerify today and start managing your policies with ease. See our solutions.

The Innovative Solution for Better Patient Care

Behavioral health is an essential aspect of overall well-being, yet it often receives less attention and resources compared to physical health. As a result, people with behavioral health issues often struggle to access quality care and support. Our SaaS-based software offers a new and innovative solution to this challenge by making behavioral health care more accessible, efficient, and effective.

Features & Benefits:

  1. Easy Access to Care: Our software allows patients to connect with mental health professionals from the comfort of their own homes, eliminating the need for costly and time-consuming in-person visits.
  2. Personalized Treatment: Our platform uses cutting-edge AI technology to personalize treatment plans and recommendations based on each patient's unique needs and goals.
  3. Collaborative Care: Our software integrates with existing EHR systems to create a seamless and collaborative care experience for patients, providers, and care teams.
  4. Cost-Effective: Our SaaS model offers a cost-effective solution for healthcare organizations looking to improve access to care and enhance patient outcomes.

At Dazos, we believe that technology has the power to transform behavioral health care. Our innovative solution offers a new way for patients to access quality care, empowering them to take control of their mental health and achieve better outcomes.

Let us help you deliver better care and improve patient outcomes in the behavioral health sector.

Contact us today to learn more about how our software can benefit your organization.

The healthcare industry is one of the most complex and important industries in the world. It requires a high level of accuracy, efficiency, and effectiveness to deliver quality patient care and manage patient information. As a result, customer relationship management (CRM) systems have become increasingly popular in the healthcare industry to manage patient relationships and improve overall patient experience.

A CRM system is used to manage the entire lifecycle of a lead, from initial inquiry to becoming an alumnus. It ensures that each lead receives the best possible care and support throughout their journey to recovery. This means that healthcare providers can better manage their relationships with patients, improve patient satisfaction, and ultimately, improve patient outcomes.

CRM is important in healthcare industry because it can:

One of the key benefits of a CRM system in healthcare is that it provides healthcare providers with a 360-degree view of the patient. This means that healthcare providers can access patient information, medical history, and previous interactions with the healthcare system, all in one place. This helps healthcare providers to better understand the patient's needs and tailor their care to meet those needs.

Additionally, a CRM system in healthcare allows healthcare providers to schedule appointments and reminders, as well as track patient interactions. This ensures that patients receive the care they need on time and that healthcare providers can easily follow up with patients to ensure they are staying on track with their recovery.

A CRM system can also improve the patient experience by providing personalized care. Healthcare providers can use the information in the CRM system to personalize their interactions with patients, making patients feel valued and heard. This can lead to higher patient satisfaction and can help to build a long-term relationship between the patient and healthcare provider.

Finally, a CRM system can improve the overall efficiency and effectiveness of healthcare providers. By streamlining patient interactions, healthcare providers can reduce administrative overhead and focus on providing quality patient care. This can also reduce the risk of errors and improve patient outcomes.


A CRM system is an important tool for healthcare providers looking to improve patient relationships and provide quality patient care. By providing a 360-degree view of the patient, scheduling appointments and reminders, tracking patient interactions, and personalizing patient care, healthcare providers can improve patient satisfaction, reduce administrative overhead, and ultimately, improve patient outcomes.

Dazos CRM: The best CRM for Behavioral Health, Substance Abuse and Mental
Health. Save time and money with our ready-to-use solution.

We are a software and technology company focused on providing solutions for the addiction treatment and behavioral health space, founded in 2018 by a group of entrepreneurs with a wide range of experience in the medical, behavioral health, and software development fields.
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