WCWCW CRM

Introduction

WCWCW CRM is a custom-built customer relationship management system designed for the Washington Center for Women and Children's Wellness. The platform streamlines the entire patient intake and lead management process — from initial contact through ongoing communication and documentation.

Fixed-Flow Chatbot

A guided chatbot walks prospective patients through a structured intake flow, collecting lead data step by step. The fixed-flow design ensures all required information is captured consistently, reducing friction for the user while maintaining data quality for the organization.

Lead Retrieval & Management

All captured leads are stored in a centralized dashboard with search, filtering, and status tracking. Staff can quickly retrieve any lead, view their full history, and take action — whether that means following up, scheduling, or escalating.

Multi-Channel Communication

The platform supports outreach and follow-up through multiple channels:

• Email — templated and freeform email communication directly from the CRM.
• SMS — text message outreach for quick, high-engagement touchpoints.
• FAX — integrated fax support for compliance-sensitive document delivery.

Staff Accounts & Permissions

Role-based staff accounts ensure the right people have access to the right data. Administrators can create accounts, assign roles, and manage granular permissions — controlling who can view leads, send communications, generate documents, and more.

Consent Form Creation & Generation

Built-in tools allow staff to create, customize, and generate consent forms directly within the platform. Forms can be tailored to specific services or requirements, then generated and sent to patients for completion — streamlining a process that traditionally involves manual paperwork.

File Upload & Document Management

Staff and patients can upload files directly to the platform. Documents are organized per-lead, making it easy to maintain complete records and retrieve files when needed.