Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.

Integrate Expense Module within CRM to Corporate-wide reimbursement tools such as Concur, Expensify and others

When associated contacts add the ability to Search by address to bulk associate Physicians/contacts into the same account versus searching by individual

Automatically sync and logs relevant email communications into a CRM from a user's email host (e.g., Gmail, Outlook).

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month

When searching Contact details in a view, using DATE criteria, it would be helpful to have the option for Future date ranges.

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...

Add an identifier within the UI to identify Accounts and Contacts that have been merged.

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM

Create ability to assign multiple branches more easily and across the board versus individually