Our story

The per branch charge is $400/month on the Monthly Plan, or $335/month on the Annual Plan. Each branch has its own referral pipeline and referral source pipeline to organize and manage your business effectively.

Setup time varies by agency size, number of users, and existing process. For lower volume branches with small teams and simple processes- setup can be in 1-2 days. Larger, high volume agencies with large teams typically take 1-2 weeks for data migration and user onboarding. Our team will guide you every step of the way to ensure a smooth transition.

Yes, while our CRM securely stores all your records, it’s always a good idea to keep a backup. We ensure compliance and data security, but a backup provides additional peace of mind.

Our CRM helps streamline referral management, intake processes, marketing efforts, and communication with patients and referral sources. It enables more efficient tracking, reporting, and team collaboration.

No problem! You can easily add multiple branches to your account. Each branch has its own unique referral pipeline, and you can manage user permissions across all branches with ease.

Setup typically takes 1-2 weeks, depending on your needs. We’ll help migrate your data, configure your settings, and train your team to ensure you’re up and running quickly.

While our platform is built for simplicity, you can customize roles, permissions, and user access for each branch. You also have control over your referral pipelines, making the system fit your agency’s needs.

Absolutely! We offer full onboarding support, including data migration, training, and dedicated assistance from our team to ensure a smooth setup and integration.

CRM stands for Customer Relationship Management. While our CRM is primarily used for managing referrals and patient data, it also helps you manage relationships with referral sources, streamline communication, and track key metrics for your business’s growth.

Our CRM is specifically designed for the two main customer segments in home health and hospice: patients and referral sources. Unlike traditional CRMs, our system is built to keep each relationship organized within the respective teams—intake and marketing—while providing visibility into each team’s communication. By bringing all this information into one central platform, everyone in your agency can provide better service to both patients and referral sources, improving coordination, efficiency, and the overall experience.