Enable sales ops to provision member access instantly

Sales ops at medical practices miss CRM tags, causing provisioning delays and frustrated patients. Create membership orders from CRM tags so ops can provision access without manual steps.

Overview

Manual enrollment errors and provisioning delays frustrate patients and overload operations. This workflow turns CRM tag events into membership orders in your product platform, eliminating manual enrollment steps and preventing missed access. Ops get faster handoffs and clearer audit trails for compliance.

Notable Features

Create orders from CRM tags
Attach contact info to orders
Notify ops of new memberships