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Salesforce, Built for Home Care Sales
Salesforce, Built for Home Care Sales
Drive Sales Transparency, Accountability, and Growth with a CRM Designed by Home Care Professionals, for Home Care Professionals.
The Challenge
The Challenge
Most CRM systems are either overly generic, bloated with features you don't need, or lack the sales-focused visibility required to turn prospective clients into signed care agreements. Without a streamlined intake and referral tracking process, inquiries slip through the cracks and valuable referral partner relationships go unmanaged.
Our Solution
Our Solution
We’ve taken Salesforce®—the world’s #1 CRM platform—and tailored it specifically for the intake and sales process of home care agencies. Built specifically for client acquisition and referral management, our lightweight, powerful template empowers your sales team to move prospective clients through the pipeline faster and gives you full visibility every step of the way.
Key Features
Key Features
Streamlined Prospect-to-Deal Pipeline
Clearly distinguish between raw incoming leads and qualified care opportunities so your team focuses energy on high-intent prospects.
Referral Partner Intelligence
Full visibility into referral source performance. Instantly identify your top-producing partners—and pinpoint inactive referrers who need outreach.
100% Mobile Ready
Fully compatible with the Salesforce® mobile app. Your sales reps and marketers can log visits, update deals, and capture notes in real time from the field.
On-Demand Activity Tracking
Monitor rep activity, scheduled follow-ups, and closed deal volume/revenue in real time with intuitive dashboards.
Zero Operational Bloat
Purpose-built purely for sales and intake. No confusing scheduling, billing, or caregiver management modules—just pure revenue driver functionality.
Why Choose Us?
Why Choose Us?
25 Years of Home Care Experience + Salesforce® Expertise
25 Years of Home Care Experience + Salesforce® Expertise
We aren't just software consultants, we’re a home care family.
20+ Years in Senior Care Agency Ownership: Our family owned and operated a senior care agency for over two decades.
Active Industry Leadership: 10+ years of direct management experience, currently overseeing operations for a multi-territory Senior Care franchise.
Salesforce® Expertise: Built by seasoned consultants who understand the technology and the unique dynamics of senior care intake, because we’ve lived it.
Ready to Accelerate Your Home Care Agency's Sales?
Ready to Accelerate Your Home Care Agency's Sales?
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