Lead & Referral Management

Home care providers are often faced with the challenge of handling numerous leads and enquiries, which can be quite overwhelming. As a result, onboarding new clients can be a time-consuming and tedious process with scattered files.

With the introduction of Lead Management, our homecare platform now offers an end-to-end solution that streamlines the onboarding process, making it quicker and easier for home care providers to manage leads, referrals and enquiries.

Introducing Lead Management

At DSC Software, we are committed to providing innovative solutions that help our clients achieve their goals. That's why we're excited to introduce Lead Management to our platform. With this new feature, home care providers can now capture leads directly through our platform, ensuring that no lead goes unnoticed. This is a significant improvement from the traditional method of manually tracking leads (involving spreadsheets & forms), which can be time-consuming and prone to errors.

If you're still using Google Sheets or Excel to capture your leads, we can help you!

See our Help Centre to learn more.

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Streamlining the Onboarding Process

The Client onboarding process can be quite tedious, especially for home care providers who have to handle a large volume of leads and client enquiries. However, with Lead Management, the onboarding process is now integrated and more streamlined. Home care providers can  send onboarding forms directly through our platform, reducing the need for manual paperwork. This not only saves time but also reduces the chances of errors and delays in the onboarding process.

Improving Lead and Client Enquiry Handling

With Lead Management, home care providers can now track leads and client enquiries more efficiently. The platform captures referral, notes reminders required to ensure that every lead or client enquiry is being handled effectively. This ensures that home care providers are not missing out on any potential clients and that existing clients are receiving the best possible care.

Conclusion

The introduction of Lead Management to our homecare platform is a significant step towards our vision of providing an end-to-end home care platform. Home care providers can now capture leads, send onboarding forms, and manage client enquiries more efficiently, thereby streamlining the onboarding process. With this new feature, we hope to make it easier for home care providers to manage their leads and provide the best possible care to their clients.

At DSC Software, we want to help you provide quality care for those that need it most.

Our team is ready and willing to answer any questions you might have about these services. Moreover, we can get you all set up quickly and easily with a FREE demo!
Please don't hesitate to contact us today if you have any questions or enquiries - we look forward to hearing from you.

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