Ship > Track > Chase
A CRM for the telehealth industry
Maximize Efficiency
See how many open, won and lost leads each rep brought in.
Create labels automatically and make lab prep easy.
Keep your Chase team focused on Delivered packages.
See in real time Rep performance and shipment status.
Get notified when a package is Out for Delivery and Delivered so your Chase team can follow up with the patient immediately. Know when a return package is on the way back to keep your Chase team focused on chasing patients. Stream line the shipping process to be efficient and ahead of schedule.
Track Phone Rep Performance
When your Phone Reps enter lead info into a form, they’re tracked from web form submission all the way to mail shipment to the lab.
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Open leads are any leads that have not been considered Rejected or Completed.
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Won leads are leads that have been Completed and mailed to the lab.
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Lost leads are ineligible or not qualified.
Streamline Fulfillment
Automatic Label Creation & Shipping Pipeline Tracking
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Eligible leads are move by your Shipping Dept. to the Shipping Stage in the Pipeline where an automated mailing label is generated.
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Once the outgoing package is scanned by the carrier each stage is tracked in the pipeline.
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The Chase team will know within the hour when the carrier has marked a package Delivered.
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Once the return label is scanned the lead leaves the Chase team’s board allowing them to only focus on calling leads who haven’t mailed back yet.
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Effectively monitor workload and know at a glance what stage each lead is in.
Leads moving through Pipeline Stages
Improve Return Rates
- Chase Reps know how many will be delivered on any given day
- See which packages have been delivered
- View notes at a glance
Collect Accurate Metrics
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Easy to read visual reports
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Customize reporting by date range
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See at-a-glance where shipments are
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Quickly assess a backlog of leads
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Monitor workload and performance
Number of Leads in various Pipeline Stages
$750/mo
Complete CRM Setup & Shippo Integration
Terms & Conditions
Setup fee includes 20hrs support/training along with provisioning a new CRM, company Shippo account, intake form hosting and all automation to capture leads, create automated shipping labels that can be downloaded in bulk, shipment tracking for USPS packages and pipeline tracking to track all metrics.
Client is required to pay for and maintain their own Shippo Account.
Monthly fee includes maintenance of above systems (CRM, Shippo & webform hosting), 4 hours of support each month (does not rollover). Any overages above the $25 credit for processing data will be billed to the card on file. Required data processing is $.02 for each web form submission and each lab entry sent to a Google Sheet.
Non-payment will trigger an automated suspension of the CRM access and processing. Data will be kept for 15 days for export and deleted after 30 days. Tracking and automatic shipping label generation will not work if your Shippo account is not current and in good standing.
Service Level Agreement: Urgent/Critical problems affection several users will be acknowledged within the hour and resolved same day (immediately if possible). High severity problems affecting individual users will be acknowledged on the same and resolved in 0-3 days. We will do our absolute best to resolve or improve any usability issue within the limitations of the 3rd party services being used for this system.