

Home Care CRM Software
Streamlining Operations with AI, Integrations, and Automation
AI-driven Insights
Built-in Automations
Automated Workflows
AI Features
Empower Your Home Care Agency
with AI-Driven Efficiency and Seamless Automation
By leveraging AI-driven insights and automated workflows, agencies can reduce administrative burdens, allowing teams to focus on delivering exceptional care. WelcomeHome’s CRM is purpose-built to meet the unique needs of home care providers, helping agencies streamline lead management, automate scheduling, and personalize outreach to clients and their families. This page will walk you through the comprehensive features of our CRM, the simple implementation process, and why WelcomeHome stands out as the market leader in AI-powered solutions.

Request a Free Trial and See the Difference AI Can Make
Take the next step in transforming your home care operations. Our AI-powered CRM is designed to make day-to-day tasks more efficient and less time-consuming, allowing your agency to focus on care delivery while our software handles the rest.
Get a free trial and gain firsthand experience with tools like automated lead follow-ups, AI-driven scheduling, and detailed reporting. Don’t miss the opportunity to explore how AI can boost productivity and client satisfaction at your agency.
Request a Free Demo!
Experience the WelcomeHome Difference
Don’t just take our word for it—see how WelcomeHome CRM can transform your senior living operations.
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Streamline Your Workflows
Simplify lead management, tour scheduling, and communication with one centralized platform.

Boost Occupancy Rates
Leverage advanced analytics and targeted automation to convert more leads into residents.

Improve Team Efficiency
Equip your staff with tools designed to reduce administrative burdens and increase productivity.

Inquiry
Reach out through our online form or schedule a call with one of our specialists. During this initial step, we’ll discuss the specific challenges your agency faces and how AI-driven CRM can address them.

Personalized Demo
Receive a guided walkthrough of our Home Care CRM. We tailor the demo to your agency’s workflow, demonstrating features such as automated caregiver matching, lead tracking, and AI-assisted scheduling.

Custom Solution Design
Based on the demo and your feedback, we develop a custom solution to meet the unique needs of your agency. We ensure the CRM integrates seamlessly with existing tools and systems to create a unified operational hub.

Onboarding
Once the CRM is configured, our dedicated team assists with implementation and staff training. Our goal is to ensure a smooth transition, allowing your team to quickly adopt the new tools with confidence.
Unlock Operational Efficiency with AI
​Redefine Productivity with Cutting-Edge Automation
Operational bottlenecks hinder growth and reduce the quality of home care. AI-driven CRM software eliminates barriers by automating tasks, streamlining communication, and providing intelligent insights that inform better decision-making.

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WelcomeHome CRM simplifies caregiver scheduling by predicting availability and matching staff to clients based on location, skills, and preferences. This reduces scheduling errors, improves caregiver-client compatibility, and enhances satisfaction. One-touch communication allows agencies to manage reminders, follow-ups, and personalized messages so no lead or inquiry falls through the cracks.
Agencies have seen lead conversion rates rise by over 30% with AI-driven workflows.

Effortless Implementation, Transparent Pricing
Seamless Integration Without Hidden Costs
Implementing a new CRM seems daunting, but WelcomeHome makes the process easy and affordable. We work closely with your team to ensure smooth integration and minimal disruption.

Three-Phase Integration Plan
1
Discovery and Planning
We assess your workflows and existing software to design a seamless integration roadmap.
2
System Integration and Data Migration
Our specialists handle data migration, ensuring that all existing client records, caregiver profiles, and operational data are transferred securely.
3
Onboarding and Training
Comprehensive training ensures your staff is confident in using the new CRM. Post-launch support (for up to x weeks/months) addresses any questions or concerns.

$300
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Per location
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Per month
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Without limitation

One-time implementation fee of $300 per agency.
Home Care CRM

$500
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Per community
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Per month
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Without limitation

One-time implementation fee of $500 per community.
Senior Living CRM
Automation and AI:
The WelcomeHome Edge
Why WelcomeHome Outperforms the Competition?
WelcomeHome’s Home Care CRM leverages cutting-edge AI to provide features beyond basic automation, delivering a smart solution for operational management.

Key Benefits of WelcomeHome CRM
Saved
Time
Lead Conversion Boost
Error Reduction
Operational Efficiency
Our CRM’s ability to analyze data and predict patterns ensures that agencies stay ahead of their operational needs. Unlike traditional CRMs, WelcomeHome evolves with your agency, continuously optimizing workflows through machine learning algorithms.
WelcomeHome vs. Competitors: The Clear Advantage
WelcomeHome consistently delivers superior performance compared to other senior living CRMs like Eldermark and Continuum CRM. Here’s how we stack up:
Feature
Automation Capabilities
User-Friendly Interface
Customisation
AI-Driven Insights
WelcomeHome
Continuum CRM
Eldermark
Full Automation
Intuitive and Easy to Use
Highly Customizable
Advanced
Limited Automations
Moderate Learning Curve
Basic Customization
Limited
Basic Automations
Requires Extensive Training
Minimal Customization
Not Available
The Difference with WelcomeHome
Built for Home Care – Driven by Results
WelcomeHome’s CRM is specifically for home care, unlike generic CRMs requiring costly and time-consuming customization. Our platform boasts industry-leading adoption rates because of its intuitive design and minimal learning curve.
Fast response times and high-resolution rates drive WelcomeHome. Communities using our CRM experience quicker lead follow-ups, increased occupancy, and improved resident satisfaction. Advanced workflows keep sales teams focused on high-priority leads, while built-in reporting provides actionable insights into pipeline performance.

Frequently Asked Questions (FAQ)
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CRM FeaturesWith its intuitive user interface, recommendation engine and clear workflows, our many features are a game changer for both users and owner/operators.
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Industry DataGet insights into the industry from our Year in Review, Quarterly Benchmarks and other data analysis. Read More >
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IntegrationsWe believe that all your software should communicate seamlessly. WelomeHome's open API allows for integrations with all your systems. Read More >
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Performance ImprovementsWelcomeHome customers experience a 4pt increase in occupancy 3 months after transition. Sales directors save more than 6 hours weekly. Learn More >