Mental Health Management Software

Our Mental Health CRM streamlines patient records, correspondences, referrals, and more in one system, boosting both employee and volunteer efficiency as well as service quality.

sad man sitting in room looking out the window

Key Benefits of our Mental Health Management Software

There are many challenges that mental health organisations may face within their organisation such as manual processes, expensive legacy systems, and much more. Our bespoke CRM Solution addresses these issues and more, offering an ideal choice for the industry.

Scalability

Microsoft Dynamics 365 for Mental Health Organisations provides a stable platform that will grow with your organisation. Once implemented, customisation can be made quickly & easily, ensuring that the system grows with you and what you need.

Managed Service

Flexibility

Our CRM is built on Microsoft Dynamics 365, making it a highly customisable and flexible system that can be tailored to fit your unique needs. Additionally, all D365 applications (Customer Service, Customer Voice, Sales, etc.) seamlessly integrate with each other giving one centralised system.

Dynamics 365 Overview

Automation

Leverage advanced automation capabilities to reduce manual, time-consuming processes across your organisation (such as sending surveys, referrals etc.), increasing productivity across the board.

Power Automate

Discounted Pricing

Microsoft provides discounted licensing for non-profit organisations (often 75% less). For more information about how these work please get in touch.

Enhanced Insight

Gain effortless insights into your shareholders around engagement, appointments, client history and more, at the click of a button.

D365 Reporting

What some of our clients say...

“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”

Ron Overton Chief Executive at Transitions UK

“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 Bell Founder of Lagan's Foundation

“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.”

Jon Manning Chairman & CEO at Arthur Ellis Mental Health Support

“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 Croxford Assistant Clerk (Membership) at The Drapers' Company

“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”

Stephanie Stasey Digital Transformation Programme Manager & IT Director (Interim) at Mental Health Matters

“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”

Natalie MacPherson Development Director at MacIntyre

“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq 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 Evans CEO at Brighton Therapy Centre

VIEW ALL CASE STUDIES

Main Features of our Mental Health CRM

Stakeholder management

Track funders and referrers and manage engagement with them
360-degree view of service user/client including all associated interactions, referrals, sessions, outcome
Track connections between the client and external stakeholders (e.g., CCG, Local Authority, GP, Next of Kin)
Track client medication

Referral management

Create referrals manually or from website submissions directly by referrers
Track funding arrangements and decisions
Track initial assessments

Service Delivery/Episode Tracking

Sessions booked and attended
Discharge process

Outcome tracking

Utilising Customer Voice survey capability to send, capture, store and analyse Core 10 outcome measures
Automate the sending of core 10 on a regular basis
Analyse responses to identify trends for each client

Correspondence

Use Email and SMS templates to provide consistent interactions

Mobility

Full feature mobile app, providing full solution features on mobile or tablet

Reporting

Workload management dashboards to track daily tasks
Power BI management dashboard to provide insight into data captured

Mental Health Organisation dynamics 365 CRM

Example Microsoft Dynamics 365 Mental Health CRM Integration

Customer Service

Dynamics 365 Customer Service allows businesses to manage all customer service activities from one application, delivering faster and more personalised support, that exceeds client expectations.

Outlook

The Microsoft Dynamics 365 App for Outlook makes it easy to track and send communications, ensuring data is as up-to-date as possible.

Customer Voice

Mental health organisations can use Customer Voice, a feedback management tool, to create surveys and monitor responses. This simplifies the process of swiftly gathering feedback from volunteers, clients, and more.

What sets Pragmatiq apart?

Want to know more about how we work

Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.

We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.

Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.

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