MedicarePRO | CRM

Integration Features

• Click-to-Call:  Place phone calls from within MedicarePRO using click-to-call buttons on any phone number, saving time and improving call efficiency.
• Click-to-Text:  Send texts from within MedicarePRO using click-to-text buttons on any phone number.
• View Call History:  Log calls with detailed notes, including a full call recording file with one click. You can then view a log of all calls made or received by your staff. This log includes the date, time, duration and call recording link (optional) of every call.
• View Texting History: All text exchanges made by your staff will appear in MedicarePRO on a person’s profile. This is a powerful feature to help protect your team should any questions arise around appropriate use of messaging.
• Pop-up Alerts with Profiles:  Incoming calls trigger a notification to open the caller’s profile in MedicarePRO BEFORE you answer the call! This helps you quickly learn about the latest details of the caller so that you can serve them better and more efficiently.
• Contacts Activities Access:  Quickly add any call notes to a person during the call and they will show up in the MedicarePRO contact record's call log.
• Call Anyone from Anywhere:  Whether on desktop or mobile, the Intulse app allows users to search MedicarePRO contacts and make a call.
• Call Recording:  Gives you the ability to set up automatic call recording or start/stop as you need to. A link to the call recording will be placed in the call log for future reference.