CRM for Health & Social Care

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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

Our Health & Social Care Success Stories…

NHS Blood and Transplant logo, PragmatiQ Solutions client

NHS Blood and Transplant Unit required a technical audit before they moved to the next phase in their Microsoft Dynamics CRM programme.

View NHS Case Study

ECG are a healthcare training provider, offering mandatory, clinical, and soft skills training required for healthcare professionals.

View ECG Training Case Study

What our clients say...

We commissioned PragmatiQ Solutions to deliver a bespoke CRM for our social care and transport business. It was important that any system could be adaptable and allow for the scope of work that we do. We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, and with possibilities to add to the system. PragmatiQ Solutions are organised and professional in their approach and I would not hesitate in recommending them.

Buko EsegbonaDirector of Children & Adult Services at Solutions Social Care

After outgrowing our training management calendar we contacted PragmatiQ Solutions to help us design a bespoke system for our unique requirements. We are a fast growing business requiring a system, that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are. Jamie guided us with the best solutions to meet a logical workflow.

Clara TraversHead of Operations at ECG Training

We commissioned PragmatiQ Solutions to develop Microsoft Dynamics into a Bespoke CRM System for managing our membership database and providing an efficient events management system. I was impressed from the outset at the time and focus that Jamie took in understanding our business, with all it’s quirks, in order to provide an easy to use and intuitive CRM which now attends to all our needs. I am impressed by their efficient use of time and always working to schedule, yet understanding of our restrictions when implementing a system during lockdown. The after service has been brilliant with the PragmatiQ helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.

Gillian CroxfordAssistant Clerk (Membership) at The Drapers' Company

The Brighton Therapy Centre is a social enterprise providing high quality psychological therapies to local people. Our processes are complex and, given the sensitive nature of our work, it is essential that we can manage our data securely and efficiently. We looked at various options for developing a clinical system that could meet our needs and arrived at Dynamics as the one system that could cover everything from client records and booking appointments to automated surveys and data analysis. We undertook an extensive procurement process to find the right provider. It was clear that PragmatiQ Solutions understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.

Kerry EvansCEO at Brighton Therapy Centre

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

Transitions UK are a charity working with vulnerable young people across Hertfordshire, Bedfordshire, Buckinghamshire, Milton Keynes, North London, Birmingham and Leicester. We have tripled in size over the last 12 months in response to the growing needs of young people during and beyond Lockdown. Our data systems and record keeping were inadequate for current and future development. We asked PragmatiQ Solutions to develop and support a tailored version of MS Dynamics for the charity and to work with us to ensure we have a platform that will scale with us as we grow - and provide the level of analysis and record we now need to support a quality service to hundreds, and later thousands, of young people. I have been enormously impressed by PragmatiQ’s concern to get the architecture and structure absolutely right for us, their close attention to detail, their expertise and the quality of their team. They have really listened - and worked hard to understand who we are and what we want to achieve - and then worked hard again, especially with our Technical Development Manager, and all our staff, to produce the right solution. I cannot recommend them highly enough and am very glad we chose them.

Ron OvertonChief Executive at Transitions UK

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

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 Commercial 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 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

In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose PragmatiQ Solutions as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the PragmatiQ team.

Ian DeaconChannel and Operations Director at Fotech Group Limited

We asked PragmatiQ Solutions to help us move from a database we had been using for over ten years, to a bespoke Customer Relationship Management (CRM) system on the Microsoft Dynamics platform. The team at PragmatiQ took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies. The end result is that the team at PragmatiQ provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.

Chris ThomasFinance Director at The Retail Motor Federation

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

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 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 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

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