Provide the transparency needed by your customers in relation to their loved ones. Allow customers to see activity, view projects and tasks, sign contracts, upload/download documents, create/read tickets, access a knowledge base of answers to commonly asked questions.
Set and track goals with different options that measure growth in your system, whether your entire team or specific members, enter the number to achieve your goal, start and end dates. Notify staff of your wins (or misses)!
We have preloaded reports to make it easy to see an overview or drill down into your sales, expenses, leads, timesheets, and knowledge base articles. Use this data to make better informed decisions moving forward.