Home Care CRM and Intake Software
Hailo’s CRM is built for home care intake. Every family who calls, fills in your interest form or asks for care on hailocare.com becomes a lead, and calls Atlas answers arrive with a summary and transcript. Leads move on a board from New to Contacted, Assessment scheduled, Proposal sent and Signed, each with a Next step so nobody is forgotten. Book the in-home assessment, email your care proposal, then turn a signed family into a client in one step.
CRM · This week
- New · Helen W. · call answered by Atlas7:42 PM
- Contacted · Robert D. · interest formMon
- Assessment scheduled · Chen familyThu
- Proposal sent · MartinezTue
- Signed · Karen W.Today
Every inquiry in one place.
Calls, forms and new families all land on the same board, so nothing sits in a voicemail box or an inbox.
- Calls answered by Atlas, with a summary and transcript
- Your agency’s interest form, with urgent answers flagged
- Families who ask for care on hailocare.com
- Leads your team adds by hand
Karen W. · Request submitted
Los Angeles, CA 90024 · via hailocare.com
“Looking for 4 hours a day of help for my mother, starting next week.”
Your agency
Serves 90024 · Personal care · Weekdays
- New lead in your CRM9:01 AM
- Email and Atlas alert9:01 AM
- You call Karen
From first call to start of care.
Each lead has a Next step, so your team always knows what to do and nobody is forgotten.
- 01
New
Calls, interest forms, hailocare.com families and leads added by hand land here.
- 02
Contacted
Your team has spoken with the family.
- 03
Assessment scheduled
The in-home assessment is booked on your calendar from the lead’s Next step.
- 04
Proposal sent
Your care proposal is emailed to the family.
- 05
Signed
Convert to client: their details carry over into a new client record, ready for a schedule.
Lead · Chen family
- Next step: book the assessmentToday
- Care needs: 4 hours a day, morningsCall
- Call summary and transcript7:46 PM
- Convert to client when signedLater
Where do leads come from?
Calls answered by Atlas, your agency’s interest form, families who ask for care on hailocare.com, and leads your team adds by hand. They all land in New on the same board.
How do we know what to do next with a lead?
Every lead has a Next step, such as booking the assessment or sending the proposal, so each family gets followed up and nobody is forgotten.
Are urgent inquiries flagged?
Yes. When a family’s answers on your interest form say the need is urgent, the lead is marked as urgent on the board.
What happens when a family signs?
Mark the lead signed if they signed on paper, then choose Convert to client. Their details carry over into a new client record, ready for a schedule.
Is the CRM a separate product?
No. The CRM is part of every Hailo plan, next to scheduling, billing and payroll, so a lead becomes a client without retyping anything.
How much does Hailo cost?
Hailo plans are monthly, with every feature included, and are priced with each agency on a short call. AI is included.
Related guides.
Client leads
Home care software that brings you clients: families ask for care on hailocare.com and each request goes to one agency serving their ZIP code.
Phone system
A home care phone system that never misses a call: your team picks up first, Atlas answers the rest in the caller’s language, with recordings and texts.
Billing and payroll
Home care billing and payroll from the same approved visits: invoices by billing cycle, card charges, split payers, and payroll exports for ADP and more.
Less time on admin.
More time on care.
See how Hailo can help your team run the day. Book a demo tailored to your agency.
A 30-minute walkthrough focused on your agency’s needs.