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Create client account and contact records from intake

Create client account and contact records from intake

Your client intake submissions often lack matching CRM records, leaving case managers without unified profiles for outreach and support. Get linked client records for timely outreach same day.

Create client account and contact records from intake

Overview

Stop manual entry and fragmented client profiles so program coordinators have reliable records at intake. This flow finds existing contacts or creates linked account and contact records, delivering usable client profiles same day for outreach and reporting.

Create client account and contact records from intake