About The Solution

BAASS has developed a customization that is suitable for Education and Non-For-Profit organizations to assist with tracking membership details. This includes profile management, enrollment, fees, funding and renewals. The CRM system supports and organizes programs with allocated government funding.

Features

• Ensuring allocations from different sources for members with integration to the financial system
• Access to member portal to manage profile, enrollment, payments, programs, documentation and agreements
• Review credits earned and carried over

Benefits

• Track different member programs and manage continuing education credits
• Track agreements and fees with the government on behalf of physicians

About this Solution

Timesheet Tracking allows daily entries to be associated with the Company, Project and Case within CRM. Users can categorize time entries with billable, chargeable options and overwrite the time if needed.  Timesheets can be locked daily, weekly or monthly either automatically or manually.

Features:

• Administrative Reporting for Time Utilization Entry Templates
• Fully integrate billing with user entries
• Remote Access Through Web Browser
• Customizable settings for your specific needs

Benefits:

• Integrate with Customer Database
• Real Time Entry
• Eliminate Excel Files
• Centralize Database
• Reduce Fulfillment Time

About the Solution

BAASS has developed a customization that is beneficial for organizations that are long-term care homes or retirement facilities.  The customizations made to your out-of-the-box CRM System will allow you to track tenants and long-term care residents.

Features:

• Easily track eligibility application process from the waiting list stage until there is an available space to accept new tenants
• Ability to monitor profile updates and care plan packages for seniors and individuals in assisted living

Benefits:

• Centralized database to input accounting information
• Fully automated tracking system to ensure accountability
• Staff has on-demand access to all daily services

About The Solution

Project Management allows users to track and manage projects within CRM.

Features:

• Create and link Projects from the Sales Opportunity
• Generate Reports and Statistics
• Provide Alerts and Notifications to the Project Manager
• Create Project Types:
  • T&M
  • Estimated
  • Fixed Fee / Subscription

Benefits:

• Improved ability to analyze project status and details
• Centralize data into one source of information
• Provide Sales Team visibility to access Project details
• Simplify scheduling resources and assigning tasks

About The Solution

With CRM for Service Providers, users can track opportunities, jobs, tasks and resources to improve workflow and efficiency.

Features:

• Track leads from website, sales opportunities with custom workflow, case workflow and custom scheduler
• Integrate with Accounts Receivable and Order Entry
• Print daily schedules
• Embed Google Map in Case and Opportunity

Benefits:

• Easily access data in real-time from a centralized source
• Eliminate excel sheets and manual data entry
• Reduce quotation fulfillment time