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...

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

Add new Referral / Order statuses in CRM by making the status more customizable. Request to add HOLD as a status

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.

The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe

Add ability to grant account access to the mobile app

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.