Home Care Agency Snapshot
Comprehensive CRM Solution for Home Care Agencies
Our CRM system is designed to streamline operations, improve client engagement, and enhance overall efficiency for home care agencies.
Key Features
Here’s what our tailored solution includes:
Automated Lead
Management
Effortlessly capture and nurture leads with customizable forms and automated workflows, ensuring timely follow-ups and increased conversion rates.
Drip Campaigns
- Tailored email and SMS campaigns for services, caregiver recruitment, client transfers, and re-engagement of past clients.
- Consistent, personalized communication designed to nurture relationships.
Missed Call
Never lose a lead due to a missed call. Automatically send a personalized SMS to missed callers, ensuring timely engagement and capturing every opportunity.
Customizable
Website
Included with the snapshot, this professionally designed website is customized for your agency, featuring lead generation forms tailored to your specific services. It provides a user-friendly experience for clients and caregivers, ensuring you capture high-quality leads efficiently.
Appointment Scheduling and
Reminders
- Manage multiple calendars for employment, caregiver assignments, and client transfers.
- Automate appointment confirmations and reminders, reducing no-shows and saving time.
GPT AI Assistant
Leverage the power of artificial intelligence to generate quick, accurate responses for client inquiries, streamline communication, and support your team with intelligent suggestions.
Customer and Employee
Satisfaction Surveys
- Gather actionable feedback from clients and caregivers through automated surveys.
- Use insights to enhance service quality and workplace satisfaction.
Benefits
Free up your team’s time by automating repetitive tasks, allowing them to focus on delivering quality care.
Maintain consistent and personalized communication with clients and caregivers, fostering trust and loyalty.
The included customizable website, complete with branded design and lead generation forms, gives your agency a polished and professional online presence.
The website’s tailored lead generation forms ensure you attract and retain the right clients and caregivers for your agency.
Utilize feedback from surveys to continuously improve services and operations.
Adaptable to your growing needs, our system supports expanding client bases and workforce management.
FeaturesIncluded
- High Converting Special Offer Lead Funnel
- Appointment Calendar
- Multi-Stage Pipeline
- Database Reactivation Offer Workflow
- Chat Widget Inbound Lead Nurture Workflow
- FB Lead Form Inbound Lead Nurture Workflow
- Instagram DM Inbound Lead Nurture Workflow
- GBP Inbound Lead Nurture Workflow
- Web Forms Inbound Lead Nurture Workflow
- Tap To Text Inbound Lead Nurture Workflow
- Missed Call Text-Back Lead Nurture Workflow
- Appointment Scheduling Workflow
- Appointment Confirmation Workflow
- Appointment Cancellation Workflow
- No Show Appointment Workflow
- Database Reactivation Lead Nurture Workflow
- Inbound Lead Form
- Unsubscribe Workflow
Why Choose Us?
We specialize in creating CRM solutions that are not just tools but strategic assets for home care agencies. Our system is built to help your business:
- Save time with automation.
- Enhance client satisfaction.
- Build a strong online presence with a customizable, lead-focused website.
- Simplify operational complexities.
Testimonials
The customizable website included with the snapshot gave us a professional, branded online presence. The built-in lead generation forms are a game-changer for capturing high-quality leads!
This CRM system has been a game-changer for our caregiver recruitment. Highly recommend it to any agency looking to grow efficiently.
The AI assistant and drip campaigns make our communication seamless. Our engagement rates have skyrocketed!
Frequently Asked Questions
How does the customizable website work?
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The website comes pre-built with a professional design and includes lead generation forms tailored specifically to your agency’s services, making it easy to attract and engage clients and caregivers.
How does the GPT AI Assistant work?
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The AI assistant helps generate quick and accurate responses to client inquiries, supporting your team in maintaining efficient communication.
What is the Missed Call Text Back feature?
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When a call is missed, the system automatically sends a personalized SMS to the caller, ensuring no lead goes unattended.
Can I customize forms and workflows?
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Yes, the system allows you to create and modify forms and workflows tailored to your agency’s needs.
Are surveys for clients and caregivers included?
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Absolutely! Automated surveys for feedback collection are included to help improve client satisfaction and workplace experiences.
How do appointment reminders work?
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Our system integrates with your calendars to send automated reminders to clients and staff, reducing missed appointments.
Get the Home Care Agency Snapshot
Take your agency to the next level with our complete CRM
snapshot — designed specifically for home care businesses.
SNAPSHOT HOME CARE
$499 one time
Includes:
Tailored for home care
Easy setup
No subscription required
Prefer Full Support & Setup?
Go beyond the snapshot with our Complete Subscription Plan
— ideal for agencies that want hands-on help every step of the way.
CRM Features
Contact Management
Unified Conversations Inbox
2 Way Email & SMS Messaging
Reputation Management
Missed Call Text Back
Customizable Website
Automated Lead Management
Appointment Scheduling and Reminders
Drip Campaigns 
GPT AI Assistant
Customer and Employee Satisfaction Surveys
Build Unlimited Funnels
Build Unlimited Forms & Surveys
Email Marketing & Email Builder
SMS & Email Template Builder
Media Library To Store Docs & Photos