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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 the
first 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 that
drives referrals,
measures outreach effectiveness,
and increases sales.
Made Easy.

Made For You.

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HomeCare_OnePager_2024-07-24_Final.pdf

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