Set up workflows and implement best practices of client relationship management: build custom client profiles, monitor client activity and set up tasks.
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As a psychologist, I often look for ways to use an individual approach to every patient, so ExpertBox CRM is a lifesaver for me. ExpertBox team ensured their system is HIPAA-compliant, so whenever I need to access protected health data, I can safely do it, and I have no worries as it's securely stored.Show more
When I looked for a CRM platform, I needed a place where I could collect and store all the necessary files, filled intake forms, and review communication history. ExpertBox is the tool that covered all of these tasks, becoming invaluable in building effective communication with clients.Show more
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