Customer Relationship Management

Converting new leads into paying customers

Referral Coordination with Case Management Companies

Never lose time in trying to enquire about the status of leads sent to AAAs and case managers. You can review the status of interactions they have had with new prospects in your Caryfy dashboard.

Referral Tracking

You can create your referral sources from available 4 dozen referral categories and monitor the financial impact of your marketing outreach programs, in a ready to use referral profile dashboard.

Marketing Material Library

Upload your marketing collateral in Caryfy library and use them for sending direct messages to communicate with your prospects, clients and employees and improve their experience with your company