Powerful Home Care CRM That’s Easy to Use
Manage referrals, leads, follow-up, and new business in one intuitive system—without the cumbersome workflows and learning curve of traditional home care CRMs.
Built for HIPAA compliance and designed to help keep sensitive information secure.
See exactly where every lead stands
Keep your entire home care pipeline visible at a glance. See every inquiry, intake, assessment, contract, and start-of-care opportunity in one simple visual view—along with the next task that needs attention.
- Quickly see which leads are moving and which need attention
- Keep the entire team working from the same view
- Move leads through your process without digging through records
Everything your team needs, without hunting for it
Open a lead and the important information is right where you expect it: contact details, status, next steps, notes, tasks, files, referral source, and history. Your team can understand what’s happening quickly and keep moving.
Keep critical information front and center
Pin the one note your team absolutely needs to know instead of hoping someone finds it buried in a timeline.
Want to see how simple this is in practice?
Schedule a Home Care DemoKnow who to visit—and where they are
See your referral sources on a map alongside the information that matters most. When you’re planning visits, quickly find nearby referral partners, see who is generating business, and make better use of your time in the field.
- Find referral sources near where you’ll already be
- Filter by location, organization type, referral tier, visit day, and more
- See referral performance alongside relationship details
Keep every referral relationship clear and actionable
See recent activity, scheduled visits, important relationship details, and recommended follow-up in one clean view—without digging through a timeline or relying on someone to remember the next step.
When you make a call, send a text, or stop by for a visit, log it in seconds and keep moving.
- See recent and upcoming activity together
- Keep important relationship details easy to find
- Log calls, texts, emails, and visits almost instantly
- Let Senior Place help determine what should happen next
Electronic signatures are already built in
Send service agreements and other documents for signature directly from Senior Place. Create reusable templates, add signature and date fields, send the document, and keep the completed copy with the appropriate lead or client record.
No separate e-signature subscription. No extra integration to manage. No jumping between systems.
Built for HIPAA compliance
Senior Place is designed to help home care agencies handle sensitive information with confidence, with security and privacy considered throughout how information is stored, accessed, and managed.
That means your team can keep referral, lead, and client information together without sacrificing the safeguards expected when working with sensitive health information.
Never wonder who needs follow-up next
Tell Senior Place how often your team should stay in touch with different types of referral partners. Senior Place tracks what has actually happened and automatically shows the relationships that are due for attention.
If someone already made the call, sent the email, or completed the visit, Senior Place knows. Your team doesn’t have to create a new task after every interaction just to keep the relationship from falling through the cracks.
- Top referral partners might need a visit every two weeks
- Others might need a call, text, or email every month
- Senior Place continually checks actual activity and surfaces what should happen next
Senior Place doesn’t just keep track of your work. It helps your team know what to do next.
See which referral relationships actually produce business
See which referral sources are sending leads, how many turn into starts of care, conversion rates, and how long it takes those referrals to become clients. Senior Place connects relationship-building activity with actual results.
- See leads and starts by referral source
- Compare referral-source conversion rates
- Understand which relationships deserve more attention
See how Senior Place keeps your team one step ahead
Schedule a Home Care Demo
What our customers say
It’s like there’s a mind meld going on with Senior Place. It like knows what I need, and every month there’s these amazing new features, which helps me run my business super efficient. I think I’d need two more people if I didn’t have Senior Place.
Y’all’s support team is impressive. It’s the Lexus of service. Thank you!!
Rachel FarberIt’s clear that you prioritize the client’s interests and needs, and it genuinely shows in your incredible product.
Mary Ellen GilbertFounder & CEO, Navacare
See how much easier your home care CRM can be
Take a closer look at Senior Place and see how your team can manage referrals, leads, follow-up, and new business with less effort.
Schedule a Home Care Demo