CareRM
Purpose-built for home care agencies

Help every family that calls without burning out your team.

CareRM is the AI-powered growth platform that answers every inquiry, qualifies the lead through the conversation, and pushes your new clients to WellSky. Even at 11 PM on a Sunday.

HIPAA-compliantBAA-backedReal-timeWellSky-nativeAI-Powered

The best leads need immediate attention.

A home care inquiry isn't a contact form submission. It's a family member calling about a parent who can't stay home alone anymore. Usually from a hospital hallway or during a work meeting. Almost always shopping more than one agency in the same hour. The leads worth the most are the ones that expire fastest: the discharge-planner referral, the paid lead from a senior-living network. If the call goes to voicemail at 6 PM, the booking goes to whoever picks up at 6:01.

47%

of home service inquiries arrive after standard business hours.

85%

of callers who hit voicemail never call that business back.

60×

more likely to qualify a lead when you respond within the first hour vs. waiting 24.

Industry research: Invoca; Housecall Pro; Harvard Business Review (Oldroyd / MIT).

From first call to WellSky client. Automatically.

Whether the inquiry lands at 9 AM or 11 PM, CareRM moves it forward without your team lifting a finger.

  1. An inquiry arrives.

    Phone, SMS, web form, fax, email, referral partner. Captured in seconds, attributed to the source.

  2. The reply goes out.

    TCPA consent and quiet hours are checked before any outbound. The family hears back in seconds.

  3. The lead pre-qualifies itself.

    Care needs, location, budget, timing. Gathered through the conversation, not a form wall.

  4. The client lands in WellSky.

    When the lead qualifies, CareRM creates the client in WellSky. Idempotent. Audited. Reversible.

This is what intake looks like when it's actually built for you.

New4
Margaret Chen
Family · APFM lead
Qualified2
Robert Alvarez
Discharge planner · St. Joseph
Booked3
Eleanor Park
Consult Thu 2pm

Two referrals before 9 AM. One's ready to book. You'll see which.

Hi, can someone call me about home care for my mom?
Linda · 6:47 PM
Of course, Linda. I can have a care coordinator call you in the next 10 minutes. Does that work?
CareRM · 6:47:04 PM
TCPA consent · quiet hours ✓

Replied in 4 seconds. TCPA consent and quiet hours confirmed in the same step.

CareRM
WellSky
lead-7k2j → wellsky.clients/34921
idempotency: 01HXR…a4f3
duration: 312ms
synced

When a lead qualifies, CareRM pushes them to WellSky. Idempotent. Audited. Reversible.

Capturing intake isn't the hard part. Doing it without breaking the law is.

Every text, every voicemail, every email touches PHI. CareRM treats HIPAA and TCPA as architecture, not a checkbox. Per-contact consent. Per-vendor BAAs. A tamper-evident audit log on every action.

HIPAA-compliantBAA-backed vendorsPer-contact consentTamper-evident audit log
Audit chain · one outbound SMSverified
contact.read
01HX…a4f3
consent.check
01HX…b9c1
sms.dispatch
01HX…d7e0
audit.commit
01HX…f2a1

Is CareRM right for your agency?

CareRM is built for WellSky-using home care, hospice, and assisted living agencies who are losing leads to after-hours calls, and who are tired of stitching together five tools that don't talk to each other. If you're a franchisee whose franchisor doesn't ship intake tooling, or an independent paying $30+ per lead with no follow-up engine, this is for you.

CareRM isn't a scheduling system, a back-office platform, or a tool for solo caregivers. We don't replace WellSky. We feed it. If that's not what you need, we'll be the first to tell you.

WellSkyTwilioPostmarkGoogle CalendarMicrosoft 365Stripe

See what intake feels like when it's built for the call.

Try the live demo