Welligent Express vs The CRM Plus

Welligent Express This app provides the Welligent EHR experience on your mobile device. Enjoy mobile care made easier with Welligent Express. Offering a mobile-optimized experience, this app contains the most-used EHR features for managing client care on the go – plus, it’s included with your Welligent EHR platform at no additional cost! This latest version includes a completely redesigned interface that’s easier to navigate and includes faster data loading. Additional Features Know what's next with convenient scheduling • View schedule by day, week, or month • Update and complete existing appointments • Schedule new appointments Client records at your fingertips • View current caseloads • Complete session notes and assessments • Access existing client records and add or update demographic and family contact information, pay sources, and medications • Use the device camera to add a client photo or other item (such as an insurance card) to the record • Upload attachments to client records Treatment tracking made easy • View or complete screening tools and mobile forms • Track daily activities and goals • Monitor vital signs • Track medication administration • View treatment plans Convenient Extras • Voice to text* capabilities to draft notes and more • Collect signatures from clients or caregivers using on-screen finger signing, mouse signatures, USB Pens, or Topaz signature devices * Voice to text functionality policies are at the sole discretion of your organization. Welligent recommends not using any PHI with this feature.

The CRM Plus is the all-in-one mobile command center for real estate agents. Built for busy agents who run their business on the go, it keeps your leads, clients, listings, and daily tasks in one place — and logs every client interaction automatically. WHAT YOU CAN DO • Manage contacts and leads with full activity history — every call, text, note, and appointment is logged automatically. • Send and receive client text messages from your CRM's business number in a unified inbox, with a one-tap filter to see only unread conversations. • Track listings and their status (Active, Pending, Sold) and create branded property marketing flyers. • Run the numbers fast with built-in FHA, Conventional, and Non-QM mortgage calculators (adjustable rates). • Stay on schedule with task reminders and morning-of appointment confirmations. • Prepare mailing letters and labels for client outreach right from your contact list. • Two-way sync with Google Calendar so appointments stay in lockstep across your devices. • Optional AI helpers — call transcription, message translation, and the Ask Plus assistant — powered by OpenAI. Off by default; enable with one tap after reviewing the in-app disclosure. BUILT FOR REAL ESTATE The CRM Plus is purpose-built for agents and brokerages — not a generic CRM bent to fit. Whether you're following up on a new lead, prepping a listing presentation, or confirming tomorrow's showings, everything you need is a tap away. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/