Live Reviews:
⭐️3.2 / 5
Rating
🙌6
Ratings
📼8 scs
Content
📦w/o updates
Updates frequency
🗣❌ unsupported
Your locale

All Versions of PointClickCare CRM

2.4.0

February 11, 2021

Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.
More

2.3.0

June 2, 2020

- Mobile SSO - More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions - Ability to create activities against an account or lead without having Add/edit access to accounts or lead
More

2.2.0

September 18, 2018

1. Configurable mandatory fields for lead information 2. User-defined filters
More

2.1.0

May 23, 2018

1.Real-time insurance eligibility check 2.Auto Possible Placement 3.Easy access to recently viewed accounts and contacts 4.Add MBI# to resident demographic 5.Assign lead to other users 6.Mark Proxy lead as Invalid/Duplicate 7.Filter the lead list by lead date range 8.Improved UI and workflow to add Additional Information 9.Cancel an activity
More

2.0.0

November 16, 2017

1)New, easier to navigate UI 2)Users can view documents that were attached to the lead record 3)User can create and save insurance information 4)User can create a contact as a lead 5)User can add multiple accounts to a lead 6)User can create Tour as a new activity type 7)Lost to competitor documentation 8)Added referred by info to lead 9)Integrated Address Search and Map Display 10)Activity Calendar Look 11)Lead List Filter by Facility 12)Quick Add Menu 13)Mandatory Activities 14)Ability to assign Activity to another user 15)Ability to mark “Do Not Contact Resident”
More

1.0.2

September 21, 2016

Activities can now be assigned to other teammates. Predefined activities can be added to leads. A primary contact can now be set for a resident’s professional contacts. Follow-up activities can now be created. User defined fields can be created so you can add custom information for contacts and leads. Resident and professional contacts can now be created separately. Context Menu is now easier to find and is simpler to use. Report filters can now be customized.
More

1.0.1

April 29, 2016

Minor enhancements and bug fixes, including: 1.Remember username 2.Display multiple time zones 3.Updated workflow for adding a resident to a lead 4.Ability to login using Alternate PIN/password
More

1.0.0

April 1, 2016

Price History of PointClickCare CRM

Description of PointClickCare CRM

PointClickCare's CRM Solution provides a truly unified view into every aspect of a potential resident, throughout the pre-admission and move-in process. It ensures that residents are placed at the right location according to their preferences and care delivery needs. It also enables providers to centrally manage their resident referral pipeline, eliminate the duplication of effort and manual paper-based processes, and provide better information to support decisions regarding marketing efforts. This in turn, helps organizations nurture and retain new resident populations and ensure occupancy levels remain optimal. Key benefits include: - Anytime, anywhere real-time access to lead information, for efficient marketing efforts, faster decision making and better business continuity - Reporting capabilities that help drive insight to customer pipeline and referrals from key accounts - Streamlined workflows to help manage sales activity - Reduce potential data errors by using a single-source of information by eliminating manual duplicate efforts - Simplify the resident move-in process by capturing and accessing vital resident data prior to move-in including contact, insurance, placement, account information as well and attached documents.
Show less

PointClickCare CRM: FAQ

Is PointClickCare CRM optimized for iPad devices?

Yes, the software for PointClickCare CRM is compatible with iPads.
The creator of PointClickCare CRM is PointClickCare.
To function properly, the app requires at least iOS 11.0.
3.2 out of 5 is the fair rating that PointClickCare CRM has received from users.
Medical Is The App Genre Of The Pointclickcare Crm App.
The latest PointClickCare CRM version released is 2.4.0.
The PointClickCare CRM app was last updated on July 4, 2024.
PointClickCare CRM was released on February 5, 2023.
Child-friendly content, no violence or scary images.
The PointClickCare CRM app can be used in English.
Sorry, PointClickCare CRM is not available on Apple Arcade.
Sorry, in-app purchases are not accessible within PointClickCare CRM.
No, you cannot utilize PointClickCare CRM with Apple Vision Pro.

Screenshots of PointClickCare CRM

iphone
ipad

More Applications by PointClickCare

Alternatives to PointClickCare CRM

Reviews of PointClickCare CRM

  • Can’t see text options.

    The text is black and cannot be seen with a black screen. Can’t even find the setting to change the color scheme. Please update.