Introducing Nextech CRM, a product that enhances your marketing efforts, reputation management, and communication with prospects and patients. During the next few minutes, I will take you on a tour of some of the most useful features. But if you would like to learn more, we can always schedule a demo with you. When you first log into the CRM, you're greeted by a suite of dynamic user friendly dashboards designed to streamline your workflow and provide a clear picture of your practice's performance at a glance. Data shown can range from opportunity, status, and value to the rate at which you convert prospects into patients. You will also notice a funnel that lets you track patients at various steps in their journey. These dashboards can even track your marketing performance. Centralizing all your leads is effortless with Nextech CRM. Our versatile form builder enables you to capture leads directly from your website with ease. Once a form is submitted, we instantly collect detailed analytics, including referral sources, ensuring efficient lead management. To save you time, each lead's phone number and email are validated, eliminating fake or invalid entries. In addition to the form builder, Nextech CRM integrates seamlessly with Facebook, Instagram, and TikTok, ensuring that leads from social platforms are accounted for in one unified system. You can effortlessly communicate with your leads or patients directly from the contact details page. With just a click on their phone number, you'll be prompted to initiate a call. Similarly, sending SMS or emails is seamless, enabling you to engage with patients about their needs in real time. Picture this as you're discussing a procedure. You can instantly send a link to before and after photos or provide a finance form link, all without skipping a beat. An opportunity represents a potential patient or prospect that is actively moving through your sales pipeline. For medical practices, this could mean tracking individuals who have expressed interest in procedures. The CRM allows you to automate the process of creating a dollar value based on the procedure of interest as you communicate with your prospects. Our drag and drop feature allows you to move prospects seamlessly to various stages of the sales pipeline. Additionally, when you move a patient into a new status, such as procedure completed, the opportunity will be marked as one and a review request can be automated in a later version of the CRM. CRM. Appointment statuses will be tied into appointments in our practice management software so that both systems are always in sync. With Nextech CRM, your practice no longer needs to depend on external email software that are costly and do not integrate into your practice management software. Each account comes preloaded with a variety of email templates tailored to your specialty, which can be easily customized to suit your needs. Simply add your logos, contact details, and social links, and these email templates are ready to use. Additionally, the built in editor simplifies the process of creating new templates or importing your existing ones, giving you seamless and efficient email communication with high deliverability rates. At the heart of Nextech CRM lies a powerful automation engine designed to streamline virtually any business process you can imagine. Our team has compiled best practices across various specialties to develop ready to use automations that can be customized to fit your specific needs. To demonstrate, let's explore the new lead workflow. This feature seamlessly transitions a lead from a form submission into the appropriate pipeline and alerts your team to the arrival of a new prospect. Then based on the procedure of interest, the prospect enters into a unique marketing nurture campaign that is best suited for that procedure. Studies show that leads must be touched at least seven times. And through these automations, you can set the appropriate cadence that works for your team. You can then test your workflow by sending it to yourself and even review enrollment history to see which prospects have gone through each workflow. Or you can look at logs to troubleshoot the workflow. Flow. Reviews are undeniably vital for any practice. According to a twenty twenty three study, eighty six percent of patients reported reading online reviews before choosing a practice. Our reputation simplifies the process of monitoring your reviews. It not only helps you gather more reviews after a patient has a procedure, but also supports you in responding to them effectively. You can choose to respond to reviews yourself, or you can use reviews AI to respond for you. Additionally, in subsequent versions of the CRM, reviews can be requested automatically on your behalf based on patients being check-in on your practice management solution. NextX CRM offers a wealth of additional powerful features. Scan the QR code to stay informed about the newest releases and and
