CRM for Health & Social Care

Improve the efficiency of your organisation

Get In Touch

Effectively manage your organisation

CRM Solutions for Health and Social Care

To support the needs of health and social care providers, we recognise that a CRM solution is required to manage various elements of an organisation. Built on Microsoft Dynamics 365, our software provides you with 360-degree view of patients information, documents, tasks & activities, key metrics, and more across the healthcare ecosystem. As a result, organisations are more efficient and can spend more time delivering quality care.

Benefits of our Health & Social Care CRM

Manage Patients

Complete view of patient information including medication, appointment, notes, etc.

Boost Efficiency

Automate activities such as appointment scheduling, reminders and assigning tasks to caregivers.

Secure Environment

Ensure all data held within your healthcare organisation is kept confidential, compliant and secure.

Provide Quality Care

Provide a more personalised patient experience and quickly access important information.

Key Features of Dynamics 365 for Health and Social Care

dynamics 365 healthcare record
One, centralised system

Our solution enables healthcare providers to manage their practices effectively. By managing all data in a centralised system, key information and records can be found quickly, as opposed to searching multiple databases/spreadsheets.

Manage all patient information

Track all patient information including current conditions, medical history, medication, tests, appointments, communication preferences, etc.

report functionality in dynamics 365 for legal services
Department collaboration

One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.

Controlled access

Role-based apps control the features and functions that Fee Earners, Business Development and Marketing users have access to.

Access across the healthcare ecosystem

Access records across your healthcare ecosystem to deliver an exceptional patient experience and increase internal productivity. Manage information between healthcare professionals, various sites, caregivers, employees and referral networks.

Security and compliance

Securely store sensitive client data that is fully compliant with strict industry regulations. Role-based permissions mean that users only have access to what is required and your organisation is fully in control of the data at all times.

microsoft dynamics 365 for healthcare
Dynamics 365 for legal services lead view
Stay on top of your emails

The Dynamics 365 + Outlook integration ensures you don't miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information.

Automatic reminders

Dynamics 365 alerts you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.

microsoft dynamics 365 health records
Automatic reminders

Keep track of all tasks and follow-ups with automatic reminders within the system, linked to relevant records and documents.

User-friendly interface

The user-friendly interface allows information to be reviewed and accessed quickly. Key data relating to a client can be seen at a glance, saving time going through multiple records. As a result, more time to be spent on quality care.

dynamics 365 for legal services dashboard
Real-time data

Get visibility into the hours logged and performance of partners, paralegals, your firm’s growth, and a lot more; via built-in dashboards and Power BI.

Real-time dashboards

Design visual, interactive dashboards which provide a real-time view of the metrics you care most about and dive deeper to get a better understanding.

Real-time data

Complete visibility of your healthcare organisation and key performance metrics, so you can track what areas are performing well and which require further development.

Access information on any device

Access information anytime, anywhere, on any device. Ensure that care-givers can access crucial records and documentation, whether they are in the surgery or on client visits.

dynamics 365 for legal services dashboard
Case Study

NHS Blood & Transplant

NHSBT required a technical review to evaluate their current platform…

Read Case Study
NHS Blood and Transplant logo, PragmatiQ Solutions client

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

Request a callback!

Complete this callback form and a member of our team will be in touch shortly…

Our Latest Blog Posts...

Power Platform

Business Benefits of Microsoft Power Apps

Business Benefits of Microsoft Power Apps. You might have heard of Microsoft Power Apps, however, are not entirely sure what it is or how your…
CRM Advice

The CRM Glossary – All the CRM Terminology You Need to Know!

The CRM Glossary – All the CRM Terminology You Need to Know! If you’re new to CRM, business software or Dynamics 365, some of the terms you may hear can…
CRM Advice

Reasons to Invest in Membership Management Software

Reasons to Invest in Membership Management Software. Growing membership organisations all share similar problems. Some examples of these are; acquiring more members requires your dedicated…