Everything your agency needs to capture more clients and caregivers.
No tiers. No add-on fees for features that should be standard. The full CareRM stack (AI Voice + Chat, CRM, WellSky sync, and done-with-you onboarding) at one price.
Founding-member pricing
Your entire growth operation
$997$497
per location, per month · locked in
AI Voice + Chat, a full WellSky-native CRM, caregiver recruiting, and referral partner tools. Plus done-with-you onboarding. We build it with you.
24/7 AI Voice + Chat that answers every inquiry in seconds
Full CRM with care-recipient + contact model built in
Visual pipeline kanban for clients, caregivers, and referrals
The integration WellSky should have shipped. Plus the dashboards, nurture, and onboarding to make it all run.
WellSky bi-directional sync, audited
Automated email + SMS nurture
Reporting dashboard
Done-with-you onboarding
Common questions
Why only one plan?
Because the alternative is three tiers that withhold the features you actually need, which is the thing we built CareRM to replace. Intake, CRM, and WellSky sync only work if they work together. Splitting them into upsells would defeat the point.
What if we have multiple locations?
Pricing is $497 per location, per month. Multi-location and franchise rollups (location-scoped data, parent-level dashboards, shared brand settings) are included with the plan, so a 3-location operator runs one workspace and sees one consolidated view. If you are evaluating a 5+ location rollout or a franchisor-level deal, talk to us about volume pricing.
Will AI Voice work with my existing phone system?
Yes. CareRM works with VoIP systems, cell phones, desk phones, and forwarding lines. Keep your existing number. AI Voice can answer everything, only after-hours, only on overflow, or only when a specific line goes unanswered. Calls route exactly where you want them.
Are there usage fees on top for AI Voice and Chat?
Twilio and Postmark charges are pass-through at cost: typically a few cents per call or text. We do not mark them up. For a normal-volume agency this lands in the $20–50/mo range, and we will show you the actuals before you commit.
Can I customize the AI Voice and Chat scripts?
Yes. Tone, qualifying questions, disclosure script, and handoff rules. Every AI call opens with the HIPAA disclosure required by your state. Customization happens during done-with-you onboarding and you can edit anytime.
What if we already use a CRM?
We have done this migration before. Onboarding includes importing contacts, recipients, pipelines, and notes. Most agencies are fully on CareRM within two weeks. If you would rather keep your current CRM and just run AI Voice + Chat on top, tell us. We will be honest about whether it makes sense.
Does CareRM replace WellSky?
No. CareRM feeds WellSky. WellSky stays your scheduling, billing, and back-office system of record. We sync new clients to it the moment a lead qualifies, idempotent and audited. You keep WellSky. We capture and convert the inquiry.
How long does onboarding take?
Typically 7–14 days end-to-end. We are on the calls with you, wiring up your WellSky connection, importing your data, recording the AI Voice greeting, and mapping referral partners. You are not handed a manual.
Is there a long-term contract?
No. Month-to-month. You can cancel anytime and export your data on the way out. Founding-member pricing stays locked in for as long as you are a customer.
Is training included?
Yes. Done-with-you onboarding includes live training for your intake team, recruiters, and admins. Plus async video docs and priority support (founder on Slack) for the first 90 days and beyond.
How is this HIPAA-compliant?
Per-contact consent, BAA-backed vendors only, no PHI in logs, every disclosure logged to the 45 CFR §164.528 accounting. The audit log is tamper-evident and you can export it on demand.
Want us to walk you through it on your actual intake?