CRM is "Customer Retention Management". It helps you manage and keep in touch with your clients and even the insurance company's info.
There are many CRMs out there. Many CRMs contain the ability for AI nowadays. Some (usually the free ones) are limited and won't offer stuff like that. It's becoming an AI world very quickly, so I would be looking at one that does that as well.
We do have one that is HIPAA compliant with AI. Here is a link to it... TR King CRM
There are many CRMs out there. Many CRMs contain the ability for AI nowadays. Some (usually the free ones) are limited and won't offer stuff like that. It's becoming an AI world very quickly, so I would be looking at one that does that as well.
We do have one that is HIPAA compliant with AI. Here is a link to it... TR King CRM