SOFTWARE AS A SERVICE
Simplify Practice is an innovative and robust software for practice management. It provides functionalities for synchronising and automating multiple processes.
THREE THINGS WE DO BEST IN PRACTICE MANAGEMENT
CUSTOMER RELATIONSHIP MANAGEMENT
A SIMPLE CRM STRATEGY
This tool records payment received against transactions. This module is important since it records details of the transactions.
Lead to Mandate
This module records and track the leads received by the lead generation team. It generates reminders and notifications for closing the lead.
Engagement campaigns are the most recommended modules for creating awareness about your professional services.
This module formulates invoices and releases receipt for the client. With just a single click you can send the generated invoice.
In professional practice maintaining the secrecy of client information is crucial. Also, sharing information via other social app may prove to be harmful. Therefore, our Chat solution facilitates exclusive chat room for your team on a work assignment. Exclusive chat room helps businesses to restrict employees/team members from using social media platforms during work hours. Our Chat room assists in getting maximum quality and productive time for team members.
One to One Chat
Private Corporate Chat
BI Report is auto-generated analytics and reporting tool. With one click, it helps to create dynamic dashboards and reports. It enables to generate reports of complex data. You can gain instant insights on varied activities being performed. BI Reports helps with data-driven decision making. Moreover, this tool allows you to govern the KPIs and actual performance of the team. Also, this tool provides detailed analysis of ROI for each assignment. The BI Report is the motivational factor to your team to take quick steps toward improving results. Highlights of this tool: