crm (customer relationship management)
crm
Full visibility into
your client pipeline
Create your own CRM pipeline with fully customizable statuses. From the initial New Referral stage all the way to the Start of Service, you can easily monitor each client’s journey, ensuring no step is missed and every transition is clearly documented. This allows your team to streamline intake, improve visibility, and stay aligned at every phase of the client onboarding process.
Referral tracking
Referral tracking
Users can record and manage prospective clients from initial inquiry through intake and activation.
Customizable statuses
Customizable statuses
Teams can bring their existing pipeline into ABA Matrix and tailor it to their workflow by creating custom onboarding steps that match the organization’s process.
Pipeline visibility
Pipeline visibility
Practices can track client statuses through each stage of the intake process to ensure timely engagement and follow-through.
Smart steps
Smart steps
ABA Matrix’s CRM can be configured to require specific information at each stage, meaning you will not be able to move a client to the next step unless all required fields for that step have been completed in the client’s profile.
Profile notes
Profile notes
Notes can be added directly to the client’s profile, allowing updates to be captured at every step of the pipeline and making it easy for the team to track progress and stay organized throughout the entire process.
Intake compliance monitoring
Intake compliance monitoring
Dashboards and alerts help administrators track incomplete onboarding steps and missing documentation.
Referral tracking
Referral tracking
Users can record and manage prospective clients from initial inquiry through intake and activation.
Customizable statuses
Customizable statuses
Teams can bring their existing pipeline into ABA Matrix and tailor it to their workflow by creating custom onboarding steps that match the organization’s process.
Pipeline visibility
Pipeline visibility
Practices can track client statuses through each stage of the intake process to ensure timely engagement and follow-through.
Smart steps
Smart steps
ABA Matrix’s CRM can be configured to require specific information at each stage, meaning you will not be able to move a client to the next step unless all required fields for that step have been completed in the client’s profile.
Profile notes
Profile notes
Notes can be added directly to the client’s profile, allowing updates to be captured at every step of the pipeline and making it easy for the team to track progress and stay organized throughout the entire process.
Intake compliance monitoring
Intake compliance monitoring
Dashboards and alerts help administrators track incomplete onboarding steps and missing documentation.
Build stronger client relationships from day one
Connect with us and see how ABA Matrix can simplify your workflow