Who sells at a home care agency
New clients rarely arrive from one ad. They come from relationships: hospital discharge planners, case managers, rehab and skilled nursing facilities, physician offices, and the families who call after a hard week. The selling is done by a few people, usually with a phone, a spreadsheet and an inbox that never agree.
- The community liaison calls and visits referral partners, follows up after every visit, and needs to know who was last spoken to and when.
- The intake coordinator answers families, calls back fast, texts the details, and keeps every inquiry moving.
- The owner or director wants to see what is in the pipeline and what each person did today, without asking for a report.
Maxwelo puts all three on one screen.
Your referral partners, in one place
Add each hospital, facility or physician office as a company, with its discharge planners and case managers as contacts. Every call, text and email lands on the contact's activity timeline by itself, and attaches to the deal. Tasks remind the liaison of the next follow-up. Lists and saved views sort partners the way your team works.
Every plan runs up to 10 pipelines: for example, one for families asking about care, one for the referral partners you are building, and more of your choosing.
Answer families while they are still deciding
- Click to call from the browser. Nothing to install: a laptop and a headset.
- Two-way texting. A real-time inbox, templates, and bulk and campaign texting, with STOP and opt-out requests handled automatically.
- Inbound routing and transfers. Calls reach the right person, with warm and blind transfer.
- Voicemail drop and local presence for outreach calls.
- Email from the same screen. Gmail and Outlook sync, templates, open and click tracking.
Guardrails that run on their own
- Calling hours, enforced in the contact's local time zone (Maxwelo's TCPA calling-hours guardrails).
- Two-party recording consent, announced automatically, with recording announcements by state.
- Text opt-outs handled automatically.
- Role-based access for admins, managers and reps, with encryption and separated customer data. Audit logs come with Enterprise.
If your team records health details
Families often describe a parent's health on the first call. For teams that keep those details, the healthcare add-on (from $25 per user per month) adds a HIPAA Business Associate Agreement, patient consent management, verification of benefits, PHI-free marketing contacts, PHI access logging and 42 CFR Part 2-aware PHI redaction. What it covers depends on the services you use, so don't send health information by call or text until Maxwelo confirms that service is set up for it.
Maxwelo covers the sales side of your agency: the calls, texts, emails and pipeline that bring clients in. Caregiver scheduling and care records stay in the software you use for them today.
For the owner: see the day without asking for it
Customizable dashboards, the pipeline funnel, stage velocity, rep performance and won and lost analysis. On calls, managers can listen live and leave coaching notes and call-quality scores. Revenue forecasting and manager dashboards come with every plan.
Which plan fits
| Plan | Price per user per month, billed annually | What a home care team gets | Users |
|---|---|---|---|
| CRM | $29 | Contacts, up to 10 pipelines, tasks, Gmail and Outlook sync with email tracking, email templates, reports, forecasting, manager dashboards | up to 100 |
| CRM + Email Marketing | $59 | Adds email campaigns and sequences, with 5,000 marketing emails per user each month | up to 100 |
| CRM + Dialer | $99 | Adds the power dialer with recording and transcription, and two-way texting, with 750 calling minutes and 500 text messages per user each month | up to 100 |
| Complete | $119 | Everything in CRM + Email Marketing and CRM + Dialer, with both monthly allowances | up to 100 |
| Enterprise | Custom | Adds unlimited pipelines and fields, territories, audit logs, advanced permissions | no limit |
| Healthcare add-on | from $25 | HIPAA BAA, patient consent management, PHI-free marketing contacts, PHI access logging and more | added on top of a plan |
Monthly billing costs about 20 percent more.