The CRM for Private Pay Home Care
WelcomeHome is a CRM specifically for private pay home care agencies. It manages referral partners, tracks outreach, and follows every lead from first inquiry to start of care.
Who
WelcomeHome is for:
Home care sales teams, administrators, and regional operators managing referrers, prospects, and prospect engagement across their agency.
What WelcomeHome does:
-
Referrer management and outreach visibility
-
Lead tracking from inquiry through start of care
-
Automated follow-up sequences for prospects and referral partners
-
Visual Email Builder for branded outreach
-
Real-time pipeline oversight without manual data entry
Trusted by home care agencies nationwide
Your CRM. Wherever You Are.
WelcomeHome CRM includes a mobile app to log activity, update notes, and access information while on the go. Manage prospects, respond to leads, and stay on top of follow-ups from anywhere.
Full prospect management on the go
Real-time notifications the moment something needs attention
In platform call, text, and email
100% feature parity between desktop and mobile
Log calls easily with talk-to-text
Integrates directly with your apps (Google Maps, Waze, etc.)
Turn More Referrals Into Business
10.57%
more inquiries turning into active clients
11.76%
more inquiries converting into scheduled assessments
6-7 hours
saved per week on admin work
Selected Features
Enhanced Automated
Sequences
Build multi-step sequences across email, text, and tasks that trigger automatically based on prospect behavior. Dynamic Lists keep your audiences up to date as your pipeline evolves, so the right message always reaches the right person without manual effort.
Visual Email Builder
Build and send branded emails fast. Start from a ready-made template, customize with the block editor, or import your own HTML for full flexibility. Preview on desktop and mobile, insert personalization with merge fields, and send a test before it goes out.
Day Planner
Your team starts each day with a clear view of calls, follow-ups, and tasks, so nothing falls through the cracks.
Talk-to-Text
Quickly record conversations in the mobile app. Notes are saved to the contact's profile in real time, so information always stays accurate.
Business Card Scanner
The business card scanner instantly adds new referral contacts by auto-populating information.
Bulk Messaging
Send personalized messages to multiple referrers or prospects at once and track outreach automatically.
Location Tracking
Location tracking gives real-time visibility into field visits, giving your team a simple, built-in layer of accountability.
Book a Live Demo with a CRM Specialist
Takes 60 minutes • No obligation • Tailored to your agency
