A CRM Built Around How Your Agency Actually Works
Not a generic template — a CRM configured around your intake process, caseload, and referral pipeline, so every lead, client, and caregiver has one home instead of five spreadsheets.
Book a Free DemoIntake & Lead Pipeline
Every inquiry tracked from first contact to signed care plan, with nothing falling through the cracks.
Caseload & Caregiver Records
Client and caregiver information organized in one place, not scattered across paper and spreadsheets.
Referral Source Tracking
See exactly which referral partners and channels are actually producing clients.
Automated Follow-Up Reminders
Built-in reminders so leads and renewals never quietly go stale.
Connected to Every Channel
The same CRM your Voice, WhatsApp, SMS and CRM Reactivation agents read from and write to.
Team Access & Permissions
Role-based access so office staff see what they need — nothing more, nothing less.
Straight Answers, No Sales Spin
Do I need to already have a CRM?
No. Most agencies start with no CRM or an outgrown spreadsheet system. CRM Setup builds one from scratch, configured around your workflows.
Can you migrate our existing data?
Yes. Existing client, caregiver, and lead records can be imported and organized during setup.
Is this the same CRM the other AI agents use?
Yes. It's the same system the AI Voice Agent, WhatsApp Agent, SMS Agent, and CRM Reactivation service all connect to, so nothing lives in a separate silo.
Can we keep using it if we cancel other services?
Yes. CRM Setup is available and billed as a standalone service.
Ready to Get Organized?
Book a free 30-minute demo. Or call +1 917 540 6222 for a live walkthrough.
Book a Free Demo