Enquire CRM

CRM platform for home care and assisted living businesses

About Enquire CRM

Enquire CRM is a senior living and post-acute care solution that allows users to customize each client’s workflow, sales process, and terminology. The cloud-based software is designed to aid users in obtaining high conversion rates and contacts along with gaining insight into community performance via customized business intelligence and reporting tools.

Enquire CRM’s skilled nursing functionality helps with streamlining admission processes, referral management, account management, admission checklist, hospital integration, EMR integration, and integrated market data. Users can also track outreach along with non-referring and referring accounts to help understand how business development efforts are translating into admissions. Enquire CRM also helps home health, home care, and hospice organizations streamline referral acceptance, and processing.

Enquire CRM is designed to reduce the amount of systems needed by post-acute care and senior living businesses by integrating every service line on one platform. Users can view their entire buyer journey and gain insight into the movement of patients and residents within the network through actionable insights and analytics.

Key benefits of Enquire CRM

• Enquire CRM’s life plan and network functions include marketing automation, customer journey tracking, one-click internal referral, referral and lead management, company-wide analytics, and integration with EMR/EHR.

• Software replaces spreadsheets and displays present insights along with providing forecast of a patient’s census and log.

• Users can track contacts, inventory, and referrals using real-time dashboards and reports.

• Fully-integrated marketing system, which allows users to design web forms, landing pages, mass emails, schedules for social media and workflows for drip campaigns.

• The dashboard includes more than 100 visualizations along with a customizable interface that helps turn manual reports into automated reports.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Overview of nursing schedule and tasks to assist in workflow
Integrated CRM and marketing functions
Dashboard that can be accessed on a mobile device
Patient information center that can be accessed on a mobile device
Skilled nursing homepage to manage all patient needs from one platform
View 6 more
Enquire CRM video
Enquire CRM screenshot: Overview of nursing schedule and tasks to assist in workflow Enquire CRM screenshot: Integrated CRM and marketing functions Enquire CRM screenshot: Dashboard that can be accessed on a mobile device Enquire CRM screenshot: Patient information center that can be accessed on a mobile device Enquire CRM screenshot: Skilled nursing homepage to manage all patient needs from one platform

Features

Total features of Enquire CRM: 86

  • Activity Dashboard
  • Activity Planning
  • Ad hoc Reporting
  • Admissions Management
  • Alerts/Notifications
  • Appointment Management
  • Audience Targeting
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CNA Tracking
  • Calendar Management
  • Campaign Management
  • Care Plan Management
  • Charting
  • Claims Management
  • Clinical Care
  • Contact Management
  • Customer Service Analytics
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Document Storage
  • Drip Campaigns
  • EMR/EHR
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Event / Activities Planning
  • Event Tracking
  • For Activity Departments
  • For Home Care Providers
  • For Nursing Homes
  • Forecasting
  • Geriatric Care
  • Goal Setting / Tracking
  • Home Health Management
  • Incident Management
  • Inventory Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • MDS Review
  • Marketing Automation
  • Meal / Nutrition Management
  • Medical History Records
  • Medication History
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Channel Marketing
  • Nursing Forms Tracking
  • Patient Communications
  • Patient Intake
  • Patient Management
  • Patient Records Management
  • Performance Metrics
  • Physician Management
  • Point of Care System
  • Predictive Analytics
  • Product Catalog
  • Quotes/Estimates
  • Referral Management
  • Referral Tracking
  • Rehabilitation Management
  • Reimbursement Management
  • Reporting/Analytics
  • Resident Assessment
  • SMS Marketing Managment
  • SMS Messaging
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Social Promotion
  • Spend Management
  • Staff Management
  • Survey/Poll Management
  • Task Management
  • Territory Management
  • Transaction Management
  • User Management
  • Web Forms
  • Work Order Management
  • Workflow Management

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Reviews

Overall rating

4,4 /5
(5)
Value for Money
4,3/5
Features
4,2/5
Ease of Use
4,2/5
Customer Support
4,4/5

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Showing 5 reviews of 5
Verified Reviewer
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great System Flow -- Improved Sales

Reviewed on 2019/03/12

My marketing team grumbled at learning something new ... but learned it quickly. It is easy to use...

My marketing team grumbled at learning something new ... but learned it quickly. It is easy to use to it has increased their compliance with entering activity. It has helped us "revive" some older leads by continually scheduling follow up. Overall, very pleased.

Pros

"Forces" you to schedule follow up and keeps the sales process moving. Was easy to learn and easy to use. Web based so you can work from anywhere.

Cons

There are many standard reports, but running custom reports is a bit cumbersome.

Rufino L.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great people to work with.

Reviewed on 2018/05/24

Pros

I like that it is web based so minimal support needs and ease of access. I also like the ability to have plugins and automate tasks.

Cons

The process to create advanced reports could be easier and I wish their was a better mobile solution so that I could keep an eye on things from my phone. I travel a lot and to be able to pull up a few key reports on my phone would be great.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1 001-5 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Not exactly up to the promise

Reviewed on 2018/12/25

Enquire is a nice vanilla CRM. If you’re looking for something that is ready to go out of the box...

Enquire is a nice vanilla CRM. If you’re looking for something that is ready to go out of the box and tell you how to run your sales organization, then this might not be right for you. But if you have a strong process and want to find a CRM that can be molded to fit (and you have the time and staff to set it up properly), then Enquire might be a good solution.

Pros

Enquire is a new CRM in the senior care space and looks the part. It is modern and built on good standards. There needs to be more competition for CRMs in senior living, so I’m glad Enquire is here!

Cons

You have to really think through how to set up Enquire. The examples they share in their sales process are very nice to see, but that’s not exactly what you get at the beginning. You need to be prepared to set it up how you want it.

The company is growing FAST. That’s great, but it also means that they are going through some growing pains in their account support. We have been through many different support team members in the past year, and they don’t share information internally with one another very well.

Lisa K.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Enquire CRM is very easy to use which is much needed with a busy schedule.

Reviewed on 2018/05/23

Pros

I like that we can customize areas to our fit vs. having a "one size fits all" software with no flexibility.

Cons

Really, I don't know what the cons of this software would be. If I am having an issue not knowing how to search, find, etc., Customer Service always helps.

Karen K.
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very user friendly

Reviewed on 2018/05/23

Pros

All of the fields where you can add information about the prospect as well as the ability to add prospects to a "watch list." Having that watch list easily accessible on the dashboard makes it easy to see who your top priority prospects are.

Cons

It is not possible to bring up overdue leads within a certain date range on your dashboard. You have to run a special report that takes FOREVER to process.

Showing 5 reviews of 5 Read all reviews

Enquire CRM FAQs

Below are some frequently asked questions for Enquire CRM.

Enquire CRM offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

Contact Enquire Solutions for pricing details.

We do not have any information about Enquire CRM features

Enquire CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500

Enquire CRM supports the following languages:

English

Enquire CRM supports the following devices:

iPhone (Mobile), iPad (Mobile)

Enquire CRM integrates with the following applications:

Act-On, CallRail, DocuSign, Facebook, Gmail, Google Calendar, Google Maps, HubSpot Marketing Hub, LinkedIn for Business, Lob, Mailchimp, Marketing Automation Enterprise, Microsoft Outlook, TextUs, Twitter

Enquire CRM offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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