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

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...

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...