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Marketing + Clinical CRM Dashboard
Marketing CRM + Marketer Mobile Suite
Everything in Pro — complete 7-section prospect profiles, follow-up calendar, and AI assistant — plus Marketer Mobile windshield-mode, interactive territory heat map with zip code color-coding, and Mileage & Expense tracking that syncs to your Weekly Report.
OVERDUE
2
DUE TODAY
3
RE-ENGAGE
3
MILES TODAY
47
Prospect Pipeline
Team Activity This Week
Add Referral Source
Think of referral sources like your revenue pipeline, not just a contact
🧩 1. Basic Contact Info
🔥 2. Relationship & Trust
📅 3. Follow-Up Schedule
Referral Sources
| Contact | Facility | Phone | Status | Refs | Last Touch | Next Step | Actions |
|---|---|---|---|---|---|---|---|
| Sarah M. Discharge Planner | North Park Rehab | (214)555-0110 | Green | 7 | 7 days | Visit weekly | |
| Dr. Patel Attending MD | Baylor Hospital | (214)555-0122 | Green | 12 | 3 days | Schedule lunch | |
| Office Mgr | Physician Office | (972)555-0133 | Red ⚠ | 0 | 24 days | Initial Contact |
Add Prospect
Complete profile — saves directly to Prospect Records
👤 1. Basic Identification
❤ 2. Emotional + Situational Insight
📅 3. Sales Pipeline / Next Steps
Prospect Records
Loading…
| Name | Status | Phone | Source | Marketer | Next Step | Due | Actions |
|---|
Pipeline
Stage Breakdown
Kanban Board
INQUIRY
PENDING ADMISSION
ADMITTED
LOST
Territory View
| Territory | Primary Accounts | Visits | Admissions | Conversion |
|---|---|---|---|---|
| North Dallas | Encompass, Baylor, ALF Network | 5 | 3 | 60% |
| McKinney / Plano | Hospital CMs, Rehab Network | 4 | 2 | 50% |
Productivity Tracking
Ericka — This Week
Mike — This Week
Touch Log
| Source | Type | Date | Days Since | Notes |
|---|---|---|---|---|
| Baylor Hospital | In-Person | 7 days | Left brochures with CM | |
| North Park Rehab | Phone Call | 11 days | Referral confirmed | |
| Physician Office | In-Person | 24 days ⚠ | Met with office manager |
Follow-Up Calendar
Click any event to view details — auto-reminders for due items
Notes
Structured note logging — Next Step is required · GPS-stamped · Role-specific workflows
Your GPS location will be captured and attached to this note when saved.
Reminders
Overdue
2
Due Today
3
This Week
5
Re-Engagement Queue
Daily Goals
Today's Progress
Set Goals
AI Assistant
24/7 hospice marketing intelligence
Import Data
Supports: Prospects, Referral Sources, Clinical Records
Referral Portal
Your Referral Portal Link
| Patient | Submitted By | Source | Date | Status |
|---|---|---|---|---|
| William H. | Dr. Martinez | Baylor ER | New Inquiry | |
| Gloria P. | Sarah M. | North Park | New Inquiry |
Weekly Report
Admin only — auto-emailed every Monday 7am
Prospects
10
Admitted
3
Lost
1
Top Source
Baylor
Team Management
Admin only — access, roles, seat limits
Add Team Member
| Name | Role | Status | Last Active | Actions |
|---|---|---|---|---|
| You (Admin) | Admin | Admin | Now | — |
| Ericka | Marketer | Active | Today | |
| Mike | Marketer | Active | Today | |
| Angela | Nurse | Active | Today |
Playbook Generator
AI-generated weekly marketing strategy
Smart Scheduling
AI-optimized daily route planning based on priority and distance
Ericka — Today's Route
Route Optimizer
Family Communication Log
Timestamped — HIPAA-safe
Angela · Today, 2:14 PM
Family satisfied. Pain controlled. Next: weekly check-in.
Mike · Yesterday, 10:30 AM
Son Robert confirmed ready for admission paperwork.
EVV / GPS Mileage Tracker
Track visits with GPS verification and IRS-rate reimbursement
| Staff | Date | Type | Miles | Expenses | Total | Status | Actions |
|---|---|---|---|---|---|---|---|
| Ericka | Facility Visit | 36.2 mi | $10.50 | $34.75 | Pending | ||
| Mike | Hospital | 28.7 mi | $5.00 | $24.23 | Pending | ||
| Angela | Physician Office | 22.4 mi | $0 | $15.01 | Approved | — |
Territory Heat Map
Visual referral density by ZIP code
🔴 Hot Zone
Baylor
22 refs
🟡 Growing
N. Dallas
14 refs
🟢 Active
McKinney
9 refs
🔵 Untapped
Frisco
0 refs
📱 Marketer Mobile
Phone-optimized field CRM for marketers on the road
Overdue
2
Miles Today
47
Prospect Timeline
Complete interaction history with GPS stamps — click any note to expand
Analytics Dashboard
Admin only — aggregate performance metrics across your team
Total Prospects
10
Admitted This Month
3
Conversion Rate
30%
Lost This Month
1
Avg Days to Admit
8.4
Active Referral Sources
3
Pipeline Distribution
Monthly Trends (6 Months)
| Month | New | Admitted | Lost | Conv% |
|---|---|---|---|---|
| Dec 25 | 4 | 1 | 1 | 25% |
| Jan 26 | 6 | 2 | 1 | 33% |
| Feb 26 | 5 | 1 | 2 | 20% |
| Mar 26 | 8 | 3 | 1 | 37% |
| Apr 26 | 9 | 3 | 2 | 33% |
| May 26 | 10 | 3 | 1 | 30% |
Referral Source Performance
| Source | Referrals Sent | Admissions | Conversion | Avg Days | Status |
|---|---|---|---|---|---|
| Baylor Hospital | 12 | 7 | 58% | 7.2 | Hot |
| North Park Rehab | 8 | 4 | 50% | 9.1 | Active |
| Physician Office | 3 | 1 | 33% | 14.0 | Cold ⚠ |
Agency Performance
Admin only — leaderboard and team metrics for the current month
🥇 Top Marketer
Ericka
7 admits this month
Team Admissions
11
This month
Facility Visits
34
This week
On-Time Follow-Up
87%
Team average
Marketer Leaderboard — May 2026
| Rank | Marketer | Admits | Prospects | Visits | Follow-Up % | Conversion | Score |
|---|---|---|---|---|---|---|---|
| 🥇 | Ericka North Dallas | 7 | 13 | 13 | 92% | 54% | 94 |
| 🥈 | Mike McKinney | 4 | 8 | 8 | 78% | 50% | 71 |
| 🥉 | Angela Plano / Allen | 2 | 5 | 5 | 65% | 40% | 52 |
Individual Scorecards
Team Activity — This Week
| Metric | Ericka | Mike | Angela |
|---|---|---|---|
| Facility Visits | 13 | 8 | 5 |
| Notes Logged | 11 | 7 | 4 |
| Miles Driven | 186 | 126 | 82 |
| Overdue Items | 0 | 1 | 2 |
| Cold Alerts | 0 | 1 | 2 |
⚙️ Settings
Manage your profile, notifications, and subscription