One CRM Across Every Location
Organisations operating from more than one site need a CRM that reflects that structure — shared where it should be shared, separated where it should be separated. Forumly builds multi-location CRM systems around exactly that balance.
Managing multiple sites from one system
Multiple Locations
Each site represented within the same system, rather than run as separate installations.
Staff
Staff records managed centrally, with assignment to one or more locations.
Doctors
Doctors who work across more than one site, or are based at a single location.
Patients
Patient records accessible at the appropriate location, based on permissions.
Appointments
Location-aware appointment scheduling across the organisation.
Location Permissions
Controlling which staff can see which locations' data.
Reports
Reporting broken down by location, or consolidated across the organisation.
Location-Specific Workflows
Allowing individual locations to retain workflow differences where needed.
Growth across sites creates new permission and reporting needs
A CRM built for a single site often breaks down once an organisation opens a second or third location — reporting becomes fragmented, and permissions rarely map cleanly onto multiple teams. Forumly designs the permission and reporting structure for multiple locations from the outset, rather than retrofitting it later.
Frequently built alongside multi-location CRM
Discuss a CRM for multiple locations
Tell Forumly how many locations you operate and how they currently share information.
Request a CRM