CRMs: Salesforce vs Zoho – specific functionality
Hello. We are a small physical therapy agency (65 therapists, 700 clients). Our administrator would like our phone folks to be able to: 1) Identify callers before answering; and 2) See the callers’ information (stored in a separate electronic medical record system) and make notes regarding the calls.
A complete CRM appears to be more robust than we need for this one function.
Do you have any recommendations?
In the meantime, I’m going to check with our EMR system vendor to determine what approaches other users have undertaken.
I would highly recommend Zoho for this purpose. They have an integration with RingCentral that works exactly as you’re describing (pulls up caller information before answering & allows you to store notes). The only thing I’m not certain of is whether or not your specific medical records system could be integrated… but with Zoho, you’ll have a fairly good chance.
Salesforce is also very likely to work, but your price tag will be about 4x higher, and it’s a significantly more complex system.