Client Relationship Management (CRM)

Turn Data into Referrals, Relationships, and Revenue

Build smarter, stronger relationships with real-time insights and automation that streamline outreach, track performance, and accelerate growth. Torrey Ellis Technologies’ CRM solution helps you capture leads, nurture referral sources, and scale strategically with full visibility at every step.

Smarter Engagement, Better Growth

Strong relationships are the engine of business growth especially in healthcare. Our CRM is designed to help HME providers and healthcare organizations optimize every interaction. Track referral activity, monitor your sales reps, and use real-time insights to convert leads into lasting partnerships.
Whether you’re targeting top referral sources or expanding into new markets, our integrated CRM gives your team the visibility, intelligence, and automation to win.

Key Features: Intelligent Growth for Your Business

• Lead Tracking for Referral Sources: Never miss an opportunity—log, follow, and convert leads with full visibility.
• Sales Activity Monitoring: Track rep activity in real time to improve accountability and performance.
• Centralized Client Data: Store and access all client records in one secure, easy-to-navigate system.
• Custom Dashboards & Reports: Tailor views and generate insights that support strategic decision-making.
• Automated Follow-Ups & Reminders: Keep your team on schedule with built-in alerts, tasks, and workflows.
• Referral Analytics & ROI Tracking: See what’s working, where referrals are coming from, and how to grow faster.

Why It Matters:

• Boost Referral Growth: Identify high-value sources and drive repeat business.
• Maximize Team Productivity: Automate low-value tasks so your reps focus on real relationships.
• Make Smarter Decisions: Use live data to plan, pivot, and prioritize outreach efforts.
• Scale With Confidence: Grow without losing control – our CRM adapts with your business.

Stop missing opportunities.

Discover how Torrey Ellis CRM solutions can help you grow smarter, faster, and stronger. Book a demo today.