A Home Care CRM Built Into Your Agency Platform
A home care CRM manages the growth side of an agency: inquiries, referral sources, follow-up activity and the intake steps that turn a prospect into a client. Most operational software concentrates on what happens after someone is already a client.
CareVieo's CRM sits inside the same platform as scheduling and care delivery, so a won referral becomes a client record, a care plan and a schedule without re-entering anything.
Free plan available, no credit card required. View CareVieo pricing.
- Client intake
Seven-stage referral-to-client pipeline.
- Referral partners
Source directory with activity history.
- Caregiver recruiting
Candidate pipeline from applicant to hire.
What is a home care CRM?
A home care CRM is customer relationship management software adapted to how home care agencies grow: tracking inquiries from families, relationships with referral sources such as discharge planners and case managers, follow-up tasks, and the conversion of a qualified lead into an admitted client.
It differs from a generic sales CRM because the "buyer" is often a referrer, the intake process includes assessment and authorization steps, and the outcome is a scheduled care plan rather than a closed order.
Growth tools connected to operations
Everything below is part of CareVieo's CRM & Growth area.
Leads & prospects
Capture inquiries from web forms, phone calls and partner referrals with the details intake needs, including veteran status for benefit-related programs.
Intake pipeline
A seven-stage referral-to-client board so nothing stalls between first call, assessment, authorization and start of care.
Referral sources & partners
A directory of hospitals, SNFs, case managers and discharge planners with the activity history and volume attributable to each.
Follow-up workflows
Automations create notifications and tasks on pipeline events, so follow-up is scheduled rather than remembered.
Email & SMS outreach
Send campaigns and follow-up sequences to families and referral partners, with reply and engagement tracking.
Facebook Lead Ads
Lead form submissions flow into the CRM through the Meta Graph API webhook, scored and assigned on arrival.
Webhooks & offline conversions
Lead status changes emit webhook events you can forward to ad platforms such as Meta Conversions API, so ad spend is measured against real admissions. A guided setup checklist is built in.
Conversion reporting
See where leads come from, how long stages take and which referral sources produce admitted clients.
Caregiver recruiting
A separate candidate pipeline for hiring, with an Indeed-compatible job feed for open roles.
Caregiver managementFrom new lead to scheduled care
- New lead
- Qualification
- Follow-up
- Assessment
- Client
- Care plan
- Scheduling
Frequently asked questions
Why use a home care CRM instead of a general-purpose CRM?
Because the pipeline ends in care delivery. A general CRM can track a deal, but it cannot turn that deal into a client record, a care plan and a schedule — which is what CareVieo does inside one platform.
Can we track referral source performance?
Yes. Leads are attributed to referral sources and partners, and reporting shows volume and conversion by source.
Does the CRM support Facebook lead ads?
Yes, through the Meta Graph API webhook integration, with leads scored and routed as they arrive.
Can we send lead outcomes back to our ad platforms?
Yes. Lead status changes emit webhook events suitable for offline conversion tracking, and CareVieo includes a step-by-step Meta Conversions API setup checklist.
Can we give a marketing person CRM access only?
Yes. The CRM-only role reaches CRM and growth features and nothing else — no client care records, training, branding or general dashboards. See agency software for the role model.
Which plans include the CRM?
CRM and growth tools are included from the Growth plan upward. View CareVieo pricing to compare tiers.
Stop losing referrals in an inbox
Start free and load your referral sources and open inquiries, or book a demo to see the intake pipeline and campaign tools with your own funnel in mind.
Plans, client caps and overage rates: View CareVieo pricing.