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.