Boost Team Efficiency with Task Management and Activity Tracking

From task management to communication and event tracking, our platform provides comprehensive tools to enhance efficiency, collaboration, and team engagement across your entire organization.

Enhanced Activity Tracking

Streamline your team’s workflow with Compliatric’s Enhanced Activity Tracking, offering centralized task management and communication solutions to boost efficiency and foster collaboration across departments.

Task Management

Boost your team’s efficiency with Compliatric’s centralized task management. Assign tasks across departments with ease, setting clear priorities and deadlines to ensure timely completion and foster interdepartmental synergy.

Enhance team connectivity with comprehensive communication tracking. Log every interaction, from calls to emails, within Salesforce, ensuring transparency and seamless collaboration between team members and departments.

Unify your email communication within Salesforce, allowing for effortless integration and management. Benefit from email tracking to understand engagement, using opens and clicks to fine-tune your messaging strategies.

Adapt task displays to meet department-specific operational needs with customizable views. This feature improves visibility for all team members, helping prioritize tasks efficiently and driving productivity.

Simplify Event Planning and Communication

Optimize your organization’s event planning and communication with Compliatric, integrating scheduling, attendance management, and email automation to simplify logistics and enhance engagement strategies.

Event and Meeting Planning

Link Salesforce activities with your calendar for a unified view of your schedule, enhancing event and meeting planning. Manage attendance and leverage automated reminders to keep everyone informed.

Track RSVPs for meetings and events with precision, facilitating effective preparation and resource allocation. Automated reminders help maintain focus on upcoming commitments, ensuring smooth execution of all activities.

Employ automated email responses and customizable templates to streamline common communications. Save time while ensuring consistent, professional interactions across all customer and client touchpoints.

Gain valuable insights from analyzing communication patterns, enabling strategic improvements to both internal processes and external interactions. Our platform provides the analytics to elevate your communication efficiency.

Benefits of our Task Management Solutions

Boost
Productivity

Reduce time spent on administrative tasks, allowing your teams to focus on their core functions.

Enhance Communication

Foster a culture of clarity and promptness in communication, enhancing team coordination and efficiency.

Plan
Strategically

Leverage data gathered through Salesforce Activities to make strategic decisions benefiting your entire organization.

Foster
Collaboration

Promote an environment of shared goals and increased transparency across your whole organization.

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“If I had to use a spreadsheet to manage a new investigation, I could spend a whole day just notating the initial information. Then I’d spend about ten days in the course of a month copying and formatting the rest of the data into a document and attaching all of my supporting information. I can do all of that in an hour with Compliatric.”

Jennifer Theriot
Medical Compliance Officer, ASTHS
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Having Compliatric as a compliance portal has streamlined our Compliance Department at CareSTL Health tremendously. Compliatric has been a great asset to CareSTL Health and their platform is highly recommended.

Renée Jones, MHA, MBA
Chief Compliance Officer, CareSTL Health
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Compliatric has helped our organization recognize significant efficiencies in how we organize, track and report our compliance activities.  The customer support has been amazing in timeliness and quality of response and the continual development allows us to expand the scope beyond what we imagined when we first signed on.

Darrell Contreras, Esq
Compliance Officer, Millenium Health
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Everything we do in Compliatric is essential for running a primary care facility and maintaining compliance. It enables us to be organized and efficient, which impacts our performance and bottom line."

Clarissa Clinkscales
COO, Foothills CHC
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“Compliatric is a foundational piece of providing high-quality, dignified care to our health center patients, who deserve the same level of care as
anybody else. For us to do that in a safe, compliant matter is what we're all about.”
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Elena Freydin, DNP
Chief Compliance Officer, Lynn Community Health Center
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After our last site visit, I desired a better way to keep everything incrementally and accurately organized and up-to-date for our next site visit. This is when I learned about Compliatric, a web-based program that does all I wanted and so much more.

Edgar Chavez, MD
CEO, Universal Community Health Center
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“The real value of Compliatric is going forward. Now we will use the system faithfully for all our compliance activities, and we will be ready for our next site visit. We will be in a state of continual compliance.”

Dr. Kemi Alli
Former CEO, Millenium Health
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