Streamline your data management process with the Doctify + UGRU Financial CRM integration

Doctify is the go-to platform for patients looking to make educated decisions around managing their and their families health.

Patients can search from more than 3,000 specialists in London and South- East England – with soon up to 30,000 specialists across all of the UK. When patients submit specialist reviews, this provides useful insights into the quality of healthcare services and helps future patients select the right specialist. This enables Doctify to act as a reassuring platform were the public can go for top-quality medical help and health information.

Doctify is revolutionising the UK healthcare market enabling patients to search, compare and book medical specialist online. With this software you can search by condition, specialty, location or insurer, consider and compare verified patient reviews, see specialist availability and book appointment with the click of a button and submit your own review of your specialist experience for the benefit of future patients.

UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.

The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.

Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.