At a Glance
Contacts holds the people a clinic communicates with — clients and leads — with their details in one searchable place, linked to bookings and marketing. ClinicSoftware.com keeps contacts current so outreach, reminders and campaigns always reach the right person.
What is the contacts area?
Contacts is the central store of everyone the clinic deals with, clients and prospects alike, with contact details ready for booking and marketing. ClinicSoftware.com keeps it searchable and up to date.
Why keep contacts in one place?
A single, current contact store means messages reach the right person, duplicates are avoided, and marketing targets accurate details rather than stale ones.
Frequently Asked Questions
What is the contacts area?
A central, searchable store of clients and leads with their details. ClinicSoftware.com keeps it current for booking and marketing.
Why keep contacts in one place?
So messages reach the right person, duplicates are avoided, and marketing uses accurate details.
Are contacts linked to bookings?
Yes. Contacts connect to bookings, history and campaigns.
Can I search contacts?
Yes. You can search and filter to find anyone in seconds.
How It Works in ClinicSoftware
01
Add clients and leads as contacts
02
Keep details current
03
Search and filter to find anyone
04
Use contacts for booking and campaigns
El módulo de Contactos es una agenda profesional dentro de ClinicSoftware para contactos no clientes: proveedores de productos, socios de referencia, consultorios médicos, compañías de seguros y contactos de medios. Vincule contactos con registros de clientes cuando sea relevante y registre todas las interacciones para una gestión completa de relaciones.
Cómo Funciona
01
Navegue até Contatos → Adicionar Novo Contato
02
Saisissez les coordonnées et attribuez une catégorie : Fournisseur, Recommandant, Médecin généraliste ou Média
03
Vincule o contato aos registros relevantes do cliente onde ele encaminhou ou tratou um cliente
04
Registre chamadas, e-mails e reuniões no registro do contato para um histórico completo de interações
Características Clave
Base de datos de contactos
Kategoriezuweisung
Verknüpfung von Kundendatensätzen
Registro de Interacciones
E-mail depuis l'enregistrement du contact
Seguimiento de Fuentes de Referencia
Importar desde CSV
Exporter en CSV
Profi-Tipps
Nutzen Sie die Kategorie 'Verweiser' und verlinken Sie verwiesene Kunden, um den ROI Ihrer Verweisungsbeziehungen zu verfolgen
Registre todas as interações com fornecedores para ter um histórico completo ao negociar contratos
GP-Kontakte mit relevanten Kundendatensätzen verknüpfen für integrierte Pflegedokumentation