Pipeline
- Hailocare.com3
- Referrals2
- Phone calls4
One pipeline
Hailocare.com leads, referrals and calls are tracked together, so nothing slips.
Client leads
Home Care Software That Brings You Client Leads
The short answer
Most home care software helps you manage leads you already have. Hailo also helps you get them. Families share their care needs and ZIP code on Hailo Care, our website for families looking for home care. Each request goes to one agency serving their ZIP code: it lands in that agency’s CRM as a new lead, the agency gets an email and an Atlas alert, and the family gets a text with the agency’s name. Leads are currently free on every Hailo plan.
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.”
Hailo matches one agency
Your agency
Serves 90024 · Personal care · Weekdays
- New lead in your CRM9:01 AM
- Email and Atlas alert9:01 AM
- You call Karen
How client leads work
Software that brings you clients. Not just leads.
- 01
Families tell us what they need
They submit their information and ZIP code on hailocare.com.
- 02
Matched to one agency
Each request goes to one agency serving the family’s ZIP code, straight into its CRM as a new lead.
- 03
You’re notified right away
You get an email and an Atlas alert, and the family gets a text with your agency’s name, so they expect your call.
Families are connected with an agency that serves their ZIP code.
Leads
- KWAssessment Mon
Karen W.
Hailocare.com
- LRFollow up today
Linda R.
Phone call
- GKSigned
George K.
Hospital referral
Why it matters
More families, less chasing.
Confirmed
- Hailo called Karen9:02 AM
- Confirmed on the call
Families who asked for care
Every lead is a family who asked for home care in your area and agreed to be contacted.
Incoming call
- Hailo · Karen W., 900249:04 AM
Straight into your CRM
The family arrives as a new lead with their care needs, so your team can call them first.
Your call
- Accept or passYou decide
You stay in control
Your team decides which clients to take on.
How does a family reach my agency?
A family shares their care needs and ZIP code on hailocare.com. The request goes to one agency serving their area and lands in its CRM as a new lead; the agency gets an email and an Atlas alert, and the family gets a text with the agency’s name.
Is a family’s request sent to more than one agency?
No. Each request goes to one agency serving the family’s ZIP code, so you are not racing other agencies for the same family.
Do client leads cost extra?
No. Client leads are free on every Hailo plan for now. There is no charge per lead.
How many leads will we get?
It depends on how many families in your service area ask for care on hailocare.com. We can talk through your area on the call.
Does every lead become a client?
No. These are families ready to talk with an agency. Your team speaks with them and decides whether the client is a good fit.
Do we still need our own marketing?
Hailocare.com is an added source of inquiries. Many agencies also keep their referral partners and local marketing.
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.
Keep reading
Related guides.
CRM and intake
A home care CRM built for intake: calls, interest forms and hailocare.com families become leads, then assessments, proposals and one-step client setup.
AI receptionist
An AI receptionist for home care answers every call day or night, captures care needs and books assessments. See how Hailo’s AI Front Desk does it.
Caregiver recruiting
Caregiver recruiting software for home care: your own application link, Atlas answers and screens applicant calls, books interviews, tracks onboarding.
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.
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