Which Practice Management Products Have Strong Business Development?

During the analysis for The Realities of Practice Management, we considered the business development features of all practice management products. It became clear that a few products had focused on business development.

Practice management tools including ATOM, OfficeTools, Aero Workflow, Avii and Karbon had features that promoted non-client and client interactions. Consider the list of business development items above. Each of these products covered many, but not all, of these areas.

ATOM was impressive with the integration of SMS text messaging, and the support of client referral programs inside of their product. Further, these features were also integrated into their portal.

The systems were designed to support a high-volume, multi-location, referral practice. The business development tools could assist in growing from a small practice to a larger one.

OfficeTools has had business development in mind from the original design up through today. The visibility of prospects, integration of email communications, and referral tracking have been in this system for well over a decade.

Aero Workflow is of note because it originally evolved from Method CRM. While the interactions were far more Client Account Services and deadline focused, it was clear that prospect conversion into the system is cleanly handled.

Avii has been structured to have a suite of features in the product. There are also strong connections to outside products. The design supports interactions that are highly automated and attractive to new generation clients that want mobile and web ease of use.

Karbon was developed as a highly interactive and social networking style of product. While the product has matured to become more robust on practice management features, it was clear that this vendor believes that collaboration with clients was a way to win referral business.