Turn every anxious family enquiry into a placement, without an answered call being the difference.
Families often ring around several providers in a single afternoon, and the one who answers and follows up first usually wins the placement. CRMandGo composes a complete CRM for your aged care or home care service, with a pipeline that runs from first family enquiry to in-home assessment to signed care agreement to ongoing care. An AI front desk captures web chat, SMS and missed-call enquiries around the clock and texts back every missed call, so an anxious family never goes unanswered. Each enquiry is scored and briefed so your intake team can prioritise the people who need care soonest. Care agreements, consent and assessment notes sit against each client, kept private and onshore.
An AI front desk captures enquiries 24/7 over web chat and SMS, and texts back every missed call automatically. A family deciding late at night gets a response instead of ringing the next provider on the list.
Every enquiry moves through stages made for your service: first family enquiry, in-home assessment, signed care agreement and ongoing care. You can see exactly who is waiting on an assessment and who is ready to start.
CRMandGo scores each new enquiry and writes a short brief on the care need, funding and urgency. Your intake team follows up the people who need support first, not whoever emailed last.
Smart intake forms capture care requirements, funding such as a Home Care Package or NDIS, mobility, medications and next of kin before an assessment. The right detail is on file before your coordinator makes contact.
Track referrals from hospitals, GPs and discharge planners against each client, send care agreements for e-signing, and let referral fees calculate automatically. The relationships that fill your beds are managed in one place.
A real-time pipeline and analytics show enquiry volume, assessment conversion and where families drop off. You can spot a slow stage before it costs you a placement.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. CRMandGo captures family enquiries over web chat, SMS and missed-call text-back, and logs referrals from hospitals, GPs and discharge planners against the same client record. Your intake team is notified straight away, and every note stays private and onshore.
You describe your business and CRMandGo composes a CRM for your aged and home care service: the terminology, pipeline stages, intake questions and document checklists already match how you work, from first enquiry to signed care agreement. You can rename labels and switch modules on or off.
CRMandGo is Australian-owned and all your data is hosted onshore in Sydney, handled in line with the Australian Privacy Principles. It is part of the MyAndGo ecosystem of Australian business software.
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