Quote Number | EVQ-111603 |
Quote Date | August 14, 2021 |
Valid Until | August 21, 2021 |
Total | $5,287.26 |
4137 Sauk Trail
Suite 119
Richton Park, Illinois 60471
Allows an organization or consultant to manage and improve healthy and efficient engagements with the customer in a structured manner including clientele information panels (CIPs), unlimited record creation, edits, deletions, and transaction recordings such as date recorded, date updated, date last accessed, and complete search capability.
Hrs | Qty | Service | Rate | Price | Sub Total |
---|---|---|---|
1 | Customer Relationship Module - Core Allows an organization or consultant to manage and improve healthy and efficient engagements with the customer in a structured manner including clientele information panels (CIPs), unlimited record creation, edits, deletions, and transaction recordings such as date recorded, date updated date last accessed, and complete search capability. |
$3,495.95 | $3,495.95 |
3 | Clientele Information Panel (CIPs) Add, modify, and delete pre-conditioned client information based upon client registration and signup, and consultant sessions. Includes 3 CIPs with up to 20 questions and matching answers types for each panel. All client records are completely downloadable into spreadsheet format. |
$0.00 | $0.00 |
1 | Email Notifications Provides several methods to send manual/automated notifications including welcome, account approvals, resend signups, annual or regulatory updates, and other custom emails to selected records in the database based upon criteria. |
$0.00 | $0.00 |
1 | Customized User Profiles - elective Fully-customized signup forms to register new clients. This also provides the ability to approve clients before they will have access to their accounts. Unapproved clients are excluded from logging into the CRM |
$349.95 | $349.95 |
1 | Clientele Log - elective Allows a dynamic list of entries to each client record including document management repository, log work hours, attendance records, work timesheet, photo gallery, events participation record, journal, transaction (calls - text- emails) records, family members, physicians, therapists, contractors, and vendors. |
$449.95 | $449.95 |
1 | Location Mapping - elective Displays a customizable Google map with location markers for clientele records containing addresses. The location markers contain a pop-up information window displaying record information |
$49.95 | $49.95 |
1 | MailChimp Integration - elective Integrate directly with your MailChimp account: new clientele signups are automatically added to your list and can opt-in or out of the mailing list on their profile page. |
$99.95 | $99.95 |
1 | Additional (CIPs) - elective Add, modify, or delete pre-conditioned client information based on client registration, signup, and consultant sessions. Includes 1 CIP with up to 20 questions and matching answers types for each panel. |
$349.95 | $349.95 |
Sub Total | $4,795.70 |
Tax | $491.56 |
Total | $5,287.26 |