- Customer Relationship Management
One Powerful CRM & Care Portal for Modern Home Care Agencies
Everything Your Agency Needs in One Organized System
Your team should not have to manage clients, caregivers, schedules, inquiries, and follow-ups across disconnected tools. Our CRM and Care Portal brings your essential operations together, helping your agency stay organized, improve communication, and deliver a better care experience.
What Our CRM Does for Your Agency
Client Management
Store client profiles, contact details, service requirements, care history, documents, and important notes in one secure place.
Caregiver Management
Manage caregiver profiles, skills, certifications, availability, assignments, documents, and performance records.
Smart Scheduling
Create visits, assign caregivers, manage recurring shifts, track availability, and reduce scheduling conflicts.
Lead & Inquiry Pipeline
Track every inquiry from first contact through consultation, follow-up, assessment, and active client enrollment.
Communication Hub
Keep families, caregivers, office staff, and managers aligned with organized messages, reminders, updates, and notes.
Billing & Payment Tracking
Monitor invoices, payment status, recurring billing, outstanding balances, and agency cash flow from one dashboard.
From First Inquiry to Active Care — Fully Connected
1. Capture
Collect new inquiries, referrals, contact details, care needs, and service requests directly inside your CRM.
2. Organize
Create client records, document care requirements, assign priorities, and store important family information.
3. Schedule
Match clients with suitable caregivers, assign visits, manage availability, and send reminders automatically.
4. Manage
Track communication, care activity, payments, documentation, follow-ups, and ongoing service performance.
A Clear View of Your Entire Agency
Monitor the information that matters most and make faster, more informed decisions with real-time operational insights.
Active Clients
248 +12 this weekOpen Shifts
32 +4 todayNew Inquiries
18 +6 this weekPayment Status
$24,680 +8.5% this week