CRM Options for Online Medical and Dental Labs

We offer CRM Software that is designed specifically for Online Dental and Medical Labs. It is built for a 3-way shipping process of shipping the customer a product, then mailing an item back, and then mailing or emailing them the completed product. The software enables you to efficiently manage all of the day to day operation of your
e-commerce business no matter what the sales volume.

Here are some of the features:

  • Your website Contact Us form forwards to the Leads and Cases of the CRM where customer communication is done.
  • Order data forwards from WooCommerce into Contacts and Orders so that you have all the needed order information at your fingertips.
  • Your website email forwards directly into Cases where all incoming and outgoing correspondence is stored.
  • All shipping labels are easily created in the CRM with the shipping information posting on the order details page for fast retrieval.
  • When the shipment tracking numbers are posted, automated emails are sent to the customers throughout the movement of the packages.
  • The CRM is built on the Salesforce Platform where your data remains in your control and protected at all times.

The complete CRM is available with Option #5, but we also offer 4 additional Options to fit your needs and budget. The progression of each Option includes the features of all the other Options that are listed before it.

Option #1

Orders and Customers-

For tracking your Order and Customer Information.

$75 usd/mo

Billed Annually

Pay Now
Plan features:

All Order and Customer Data Automatically Forwarded to the CRM

Option #2

Contact Form-

Your Website Cases and Leads Forwarded to the CRM from the Contact Us form.

$100 usd/mo

Billed Annually

Pay Now
Plan features:

Also includes all of the Features Provided in Option #1.

Option #3

Email-

Send and Receive Emails from inside of the CRM

$125 usd/mo

Billed Annually

Pay Now
Plan features:

Also includes all of the Features Provided in Options 1 and 2.

Option #4

Shipping-

Create Shipping Labels and Track Pkgs. inside of the CRM

$150 usd/mo

Billed Annually

Pay Now
Plan features:

Also includes all of the Features Provided in Options 1-3.

Option #5

Auto Emails-

Send your Customers Automated Updates.

$175 usd/mo

Billed Annually

Pay Now
Plan features:

Also includes all of the Features Provided in Options 1-4.

Note: All Options require a one time mapping of your website to the CRM. We have expert API developers for these services.

Click on the Contact Us tab below to set up a free Zoom meeting for a demo of the software.


Contact Us

CRM Option #1

 

orders

Customer Data

CRM Option #1 includes a Database of your Customer’s Orders and Shipping Information.

CRM Option #2

orders

Customer Data

contact us

Cases and Leads

CRM Option #2 includes a Database of your Customer’s Orders with their Shipping Information and your Website Cases and Leads forwarded to the CRM from the Contact Us form.

CRM Option #3

Orders

Customer Data

contact us

Cases and Leads

Email

Internal Email System

CRM Option #3 includes a Database of your Customer’s Orders with their Shipping Information, your Website Cases and Leads forwarded to the CRM from the Contact Us form, and an Email system for Customer correspondence.

CRM Option #4

orders

Customer Data

contact us

Cases and Leads

email

Internal Email System

UPS

Internal Shipping App.

CRM Option #4 includes a Database of your Customer’s Orders with their Shipping Information, your Website Cases and Leads forwarded to the CRM from the Contact Us form, and an Internal Email system for Customer correspondence.

CRM Option #5

orders

Customer Data

Email

Cases and Leads

email sent

Internal Email System

UPS Shipping

Internal Shipping App.

automated emails

Automated Emails

CRM Option #5 includes a Database of your Customer’s Orders with their Shipping Information, your Website Cases and Leads forwarded to the CRM from the Contact Us form, an Internal Email system for Customer correspondence, UPS/USPS Shipping apps., and Automated Emails.