The operating system for Care@Home for Life. Track clients, advisors, and referral partners. Never let a relationship go cold.
Open DashboardTools designed for a CRO managing high-trust, high-value client relationships in senior care.
Track every prospect from first conversation to signed agreement. See qualification status, equity estimates, care needs, and family dynamics at a glance. Built for the kind of relationship that takes months to nurture.
Manage wealth managers, estate attorneys, and elder law specialists who refer clients. Track who sends prospects your way and keep those partnerships active.
AI-crafted messages for different audiences: prospects, adult children, financial advisors. Personalized at scale, with the warmth of a handwritten note.
Track what Hometap, reverse mortgage lenders, and home care agencies are doing. Know the market so you can position Care@Home's unique value clearly.
Pipeline value, conversion rates, advisor activity, outreach performance. The numbers that matter for scaling a relationship-first business in senior care.
CareHomeOS runs autonomously. Daily progress on outreach, competitor intelligence, and relationship management. You focus on the conversations that matter.
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