Get more inquiries all the way through to start of care

Why this page exists

Home care runs on two funnels at once, and most agencies only measure one. On the client side, a family calls or a discharge planner sends a referral, someone books an in-home assessment, and days later care either starts or quietly does not. On the staffing side, caregiver applicants apply, go dark, and get replaced by another round of job ads. Your care management platform handles scheduling, care plans, EVV and billing once care has started. It was never built for the weeks before that, when a hospital case manager needs an answer today and the family is calling three agencies. HelloGrowthCRM covers that gap. Inquiries and referrals land on a pipeline you can see, follow-up runs on a schedule, and you can finally say how many inquiries became assessments and how many assessments became clients.

We want the boundary to be obvious. HelloGrowthCRM is a general sales CRM. It is not a HIPAA-compliant system of record for protected health information, and we do not claim it is. It is not an EMR, EHR or care management system. It does not do care plans, clinical charting, visit documentation, electronic visit verification or payroll. Keep every one of those in your care management platform, whatever you already use. HelloGrowthCRM is for the pre-client stage: the inquiry, the referral source, the qualifying conversation, the assessment booking, the follow-up while a family decides, and the relationships with discharge planners and case managers who send you work. Keep notes commercial rather than clinical. Agree the rule with your administrator and your compliance lead before intake staff start typing.

Common search intent