CRM & Automation

Never Lose a Lead Again

Most home care agencies lose 40–60% of their leads simply because no one followed up fast enough. We configure your CRM and build automated follow-up sequences so every inquiry gets an instant, professional response — 24/7.

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What We Build

Your Agency on Autopilot

From the moment a lead submits a form to the day they sign a service agreement — we automate the follow-up so your team can focus on care.

CRM Selection & Setup

We evaluate, configure, and launch the right CRM for your agency — whether that's GoHighLevel, HubSpot, or another platform.

Lead Capture Automation

Every inquiry from your website, ads, or referral sources flows automatically into your CRM — no manual entry.

SMS & Email Follow-Up Sequences

Automated nurture sequences that follow up with leads instantly and keep your agency top-of-mind.

Pipeline Management

Custom pipelines for client intake, caregiver onboarding, and referral tracking — so nothing falls through the cracks.

Reporting & Analytics

Dashboards that show you lead volume, conversion rates, and revenue pipeline — updated in real time.

Call Tracking Integration

Know which campaigns are driving calls and which are wasting budget with call tracking and recording.

Why It Matters

Speed to Lead Wins in Home Care

Families searching for home care are often in crisis mode. The agency that responds first — with a professional, empathetic message — wins the client. Our automation ensures you're always first.

  • Instant lead response via SMS and email
  • Multi-step nurture sequences (7–14 days)
  • Referral source tracking and follow-up
  • Caregiver applicant pipeline automation
  • Integration with your existing tools
  • Training and ongoing support included

CRM is included in all marketing packages

Starter Growth
CRM setup + lead capture forms
Professional Growth
Full automation + SMS sequences
Enterprise Growth Partner
Advanced pipelines + custom integrations
See Full Package Details

Ready to Automate Your Follow-Up?

Book a free consultation and we'll audit your current lead process and show you exactly what to automate first.

Book Free CRM Consultation