Major Features •Integrated one-touch emailing, texting, calling and Zoom •Call transcription and summarization •Talk to text •Automated actions and reminders •Recommendation engine •Auto-logging of activities •Bulk actions •Real-time reporting Prospect Sales Management Business Development •Fully functioning mobile app •Referrer scoring, stages and templates •Maps integration •Business card scanning •Prospect scoring, stages and templates •Aggregator and website integration •Duplicate checking •Cross-location sharing •Service agreement capture Welcome to thefirst CRM developed specifically for home care.We listened to agencies around the country and created a CRM custom-built for your needs. An easy-to-use, mobile-first platform thatdrives referrals, measures outreach effectiveness,andincreases sales. Made Easy. Made For You. Get a Tour