CRM Nursing & Care for Inquiries, Contracts & Occupancy

Nursing and care facilities coordinate numerous inquiries, contracts, and occupancy data from various sources every day. Our industry solutions based on Dynamics 365 CE bring all relevant information together in one system and make administrative workflows transparent.

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Administration Without & With CRM

Janina is the administrative manager at a care facility. She makes sure that inquiries, contracts, and occupancy plans run reliably. Until recently, her team worked with several tools in parallel. Inquiries were maintained in Excel, and contract templates were stored in separate folders. Status updates came by phone or email.

Today, inquiry and contract management runs centrally in the CRM. Janina can see at a glance which places are available and which inquiries are still open. Documents are generated directly from the CRM data. Move-in dates are stored in the system and accessible to everyone involved.

Her team works with a single, unified data base and can focus on inquiries and admissions.

Features & Benefits

Inquiries from family members, residents, and clinics are recorded directly in the CRM using a quick-entry form. The system guides users through all relevant fields and shows whether admission is possible at one of your facilities. Open inquiries, available places, and next steps are always visible at a glance.

Web portals and external referral portals can be connected, so that inquiries from all channels are received centrally in the CRM and assigned from there.

Accommodation contracts are generated directly from the CRM data. Our OfficeIntegration automatically populates PDF documents with the stored contract information. Individual templates, including associated attachments, can be created for each type of accommodation.

Dashboards provide role-based evaluations for management, facility management, and on-site staff. Occupancy rates, move-ins, and inquiries by caregiver or referrer are visible at a glance. For more complex analyses, Power BI can be connected directly.

We connect your documentation software to Dynamics 365 CE. Master data and contract information flow automatically between the systems. Staff at your facilities see relevant information from the documentation system directly in the CRM.

The integrated security and role concept precisely controls which employees can access which data. All data is stored in compliance with GDPR on servers in Germany.

Our Industry Expertise in Nursing & Care

Customer Reference

Our industry solutions are tailored to the requirements of inpatient care, day care, and assisted living. Inquiry and contract management can be flexibly configured and expanded step by step. Interfaces to care documentation systems ensure a seamless flow of data.

Extensions for Nursing and Care

Dynamics 365
Sales

More Focus for Sales
Dynamics 365 Sales centrally manages leads, opportunities, and quotes. Routine tasks run in a more structured way.

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Customer Insights
Journeys

Targeted Marketing Control
Segment target groups, plan campaigns, and automate customer journeys for structured marketing with a direct customer connection.

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Power BI

Make Data Visible
Present key metrics clearly with dashboards and reports. This makes trends and the basis for decisions easier to identify more quickly.

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OfficeIntegration

Automatically Generate Documents
Quotes, contracts, and other documents are generated directly from CRM data. Consistent templates create a uniform appearance.

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Ready for Your CRM Solution?

Capture care inquiries in a structured way and generate contracts automatically. We will show you exactly what that looks like in your facilities.

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