Simple CRM Tools For Your business Database Management
When you access your member records, you can not only view their email click activity, but you can also create follow up messages and track conversations right from within the member list of your HealthActions Dashboard.
Plus, our health and wellness CRM tools are simple, user-friendly and easy enough for anyone to manage.
Track Your Contacts
Right from Within Your Email Platform
We take a deeper dive into your business’ contact database and tie all your email metrics back to your individual members. When you access your member records, you can not only view their click activity, but you can also create follow up messages and track phone calls and other correspondence right from within your HealthActions CRM tools.
The HealthActions database is connected to every interaction generated by your email messaging. You can quickly and easily contact clients and customers and track those touch-points using CRM tools that have been integrated with the HealthActions platform.
Our CRM helps you:
Store and access contact information
Compose and send messages
Log phone calls
Set reminders for follow-up
Create tags and custom fields to group members together
View click activity, saved articles survey responses and other engagement activity associated with each individual member
And much more!