Kareo Engage vs. OutboundEngine

The features Kareo marketing offers are great, however, they need to be worked on to make sure they are functioning correctly. It should not take over 3 months of working on the issue to still not have an answer or solution.

Incentivized

OutboundEngine does a referral campaign and I've been able to close a couple of deals based on getting in touch with people who engage with this campaign and state they could use my services in the next 6 months. This is a great follow up tool for those you may or may not know are going to be needing your services.

Incentivized

• Patient communications: being able to send patients text messages has been a great benefit.
• Kareo sends out appointment reminders for us which saves our employees time.

Incentivized

• The content that they generate to send to our clients is relevant and the clients want to engage with us. It makes us appear more professional and consistent, even though we are a smaller company.
• It helps us stay in touch with clients and helps us stay top of mind. We are able to generate more new business leads if we are in consistent contact with current, former, and potential clients.
• Their customer service and support is outstanding. All my questions were answered and I went into the program feeling confident and knowledgeable.

• There are currently some issues with the survey feature that we have not been able to open, view, or publish the survey. This has been going on for 3 months and there has been no resolution.
• It would be nice to be able to filter who is receiving a survey so patients do not get them every time they have a visit.

Incentivized

• I do not like the use of drawings to attract new customers, and they have ignored my requests to eliminate that for my personal emails.
• I do not like it when a competitor in my immediate market has the same posts. It cheapens the service or makes it appear that I am simply sharing another's post.

Incentivized

The biggest issue is poor ROI. The second biggest issue is rigid customer service process, lack of a sense of urgency, and inability to reach out to upper management with issues.

Overall, OutboundEngine is very user friendly. It is simple to set up and explore, and if there are any issues or questions, the customer service team and account managers are always available to help. They are very knowledgeable and were able to explain everything in detail to me. The program is easy to navigate and helps me stay organized, and an uncomplicated and straightforward solution was exactly what I was looking for

I haven't had to contact Outbound Engine because I haven't had any application errors or unplanned outages. I basically have had such a trouble free experience with them that I haven't had to call. Everything is automated and I get a notice to review every isse. I suppose if I personalized the newsletter a bit more and added some of my own articles, I would need to contact them, (which I should really start to do) but so far things have been so on point, I haven't felt the need.

Incentivized

Other than speaking with someone about the issues we have had, I don't believe that anyone is actually working on a fix for our problem. If I can not open, view, and publish surveys when we receive them then part of the software is not working. They don't mind charging me every month for a service that is not functioning correctly.

Incentivized

The customer service was excellent! Everyone I spoke to was kind and knowledgeable. My account manager was easily reachable. Setup of the OutboundEngine program was explained really thoroughly, and we knew how we could best use the product to meet the needs of our clients and get our online and social media presence off the ground.

We were very satisfied with Demand Force but switched to Kareo because of the price. and it put all of our platforms with one company. I would say Demand Force was a better product, however, for the price, Kareo is a great option if the engineers could work the bugs out.

Incentivized

I selected it for the ability to have an automated system do 3 things all at once, social media posts, emails and the instant communication with the chat box. I have never seen a chat come through that lead to a helpful client touchpoint. I have never used another product but have since begun to weigh some of the less expensive options.

Incentivized

• We have not been using it long enough to know an answer to this.

Incentivized

• It has provided a consistent email message to my clients
• It has provided a consistent social media presence for my past clients
• It has helped me obtain and correlate customer reviews
• Unfortunately I cannot say that I have any direct information that a sale was generated directly as a result of OutboundEngine. I feel that it has but I have no measurable proof of this

Incentivized