We review products independently. We may earn a commission if you buy through our links, at no extra cost to you. Learn more

2026's Top 9 Sales Automation Software for Home Care Agencies - Comprehensive Guide

Albert Richer
Curated by :
Albert Richer
Updated Jan 24, 2026

You can browse all related tools in our Sales Automation & CRM Software overview.

Sales Automation Software for Home Care Agencies
Albert Richer

Sales Automation Software for Home Care Agencies is designed for business professionals managing client acquisition and retention in the home care sector. This category serves agencies seeking to streamline their sales processes through automation and improved CRM capabilities. These tools typically facilitate lead management, client onboarding, and follow-up scheduling, helping agencies maintain compliance and enhance operational efficiency. Variation in this category often relates to the software's integration capabilities with existing systems, scalability for growing agencies, and specific features like automated communication workflows and reporting. Buyers consider factors such as ease of use, customization options, cost-effectiveness, and the ability to comply with industry-specific regulations when selecting the appropriate software solution. Sales Automation Software for Home Care Agencies is designed for business professionals managing client acquisition and retention in the home care sector. This category serves agencies seeking to streamline their sales processes through automation and improved CRM capabilities.

Similar Categories
1
Expert Score
9.9 / 10
648
132
AI-POWERED EFFICIENCY
ENHANCED CLIENT CARE
1
Aaniie Home Care Marketing Automation
9.9

Aaniie Home Care Marketing Automation

Aaniie Home Care Marketing Automation
View Website
Aaniie's Home Care Marketing Automation & CRM is uniquely designed to address the specific needs of home care agencies. It provides a robust CRM and sales/marketing tools that can effectively streamline workflow, improve client relationships, and boost sales.
Aaniie's Home Care Marketing Automation & CRM is uniquely designed to address the specific needs of home care agencies. It provides a robust CRM and sales/marketing tools that can effectively streamline workflow, improve client relationships, and boost sales.
AI-POWERED EFFICIENCY
ENHANCED CLIENT CARE

Best for teams that are

  • Agencies wanting an all-in-one platform for operations, CRM, and marketing
  • Providers prioritizing caregiver retention through automated engagement tools
  • Multi-location agencies needing unified billing, payroll, and scheduling

Skip if

  • Agencies looking for a standalone CRM to layer over a different AMS
  • Small startups needing only basic contact management without full ops tools
  • Users seeking a free or low-cost entry-level software solution

Expert Take

Aaniie's Home Care Marketing Automation & CRM stands out for its deep understanding of the home care industry. It offers a comprehensive suite of features that include client tracking, schedule management, billing, reporting, and more. These industry-specific functionalities make it an invaluable tool for home care agencies looking to streamline operations, enhance client relationships, and ultimately drive growth. The platform’s intuitive interface and real-time updates also ensure that industry professionals can manage their work effectively and efficiently.

Pros

  • Home care-specific features
  • Comprehensive CRM
  • Effective sales/marketing tools
  • Customizable reports
  • Real-time updates

Cons

  • Pricing not transparent
  • May require training to fully utilize
  • Potential overkill for small agencies
2
Expert Score
9.8 / 10
372
54
SOCIAL MEDIA SAVVY
2
Nimble CRM for Home Care
9.8

Nimble CRM for Home Care

Nimble CRM for Home Care
View Website
Nimble CRM is a social media-centric CRM software, specifically tailored for home care agencies. It pulls client's public profiles into the dashboard, allowing agencies to monitor social mentions and comments, which is critical for reputation and relationship management in the home care industry.
Nimble CRM is a social media-centric CRM software, specifically tailored for home care agencies. It pulls client's public profiles into the dashboard, allowing agencies to monitor social mentions and comments, which is critical for reputation and relationship management in the home care industry.
SOCIAL MEDIA SAVVY

Best for teams that are

  • Small agencies or solo caregivers needing basic contact management
  • Teams heavily utilizing social media for networking and prospecting
  • Users familiar with Microsoft 365/Google Workspace wanting tight integration

Skip if

  • Agencies requiring HIPAA compliance (Nimble does not sign BAAs)
  • Providers needing built-in EVV, scheduling, or clinical documentation
  • Large agencies requiring complex, industry-specific operational features

Expert Take

Our analysis shows Nimble CRM excels as a relationship management tool specifically for the *sales and marketing* side of a home care agency. While it cannot replace specialized clinical software due to the lack of HIPAA compliance and EVV, research indicates it is a powerful, affordable add-on for managing referral networks (doctors, hospitals) and converting leads. Its ability to automatically enrich contact data from social profiles makes it uniquely effective for building business relationships in a competitive market.

Pros

  • Excellent relationship management for referrals
  • Affordable single-tier pricing model
  • Seamless Microsoft 365 & Google integration
  • User-friendly interface with smart enrichment
  • Strong social media integration

Cons

  • Not HIPAA compliant (No BAA)
  • No offline mode for mobile app
  • Lacks Electronic Visit Verification (EVV)
  • No specialized clinical charting tools
  • Limited reporting customization
3
Expert Score
9.6 / 10
489
136
CUSTOMIZABLE SOLUTIONS
ALL-IN-ONE PLATFORM
3
Home Care Agency Software
9.6

Home Care Agency Software

Home Care Agency Software
View Website
This all-in-one software solution is specifically designed for home care agencies, offering a comprehensive set of tools to streamline sales and operations. It is fully customizable to fit every agency's unique process, enabling businesses to save time, increase productivity, and strengthen their growth trajectory. Its CRM and sales automation features are designed to address the specific challenges and needs of the home care industry.
This all-in-one software solution is specifically designed for home care agencies, offering a comprehensive set of tools to streamline sales and operations. It is fully customizable to fit every agency's unique process, enabling businesses to save time, increase productivity, and strengthen their growth trajectory. Its CRM and sales automation features are designed to address the specific challenges and needs of the home care industry.
CUSTOMIZABLE SOLUTIONS
ALL-IN-ONE PLATFORM

Best for teams that are

  • Agencies prioritizing caregiver recruitment with built-in ATS features
  • Staffing-heavy models needing highly customizable workflows
  • Agencies wanting to consolidate recruiting, scheduling, and billing

Skip if

  • Agencies preferring a rigid, out-of-the-box clinical management suite
  • Small teams overwhelmed by extensive customization options
  • Providers needing a strictly medical/clinical focused EHR system

Expert Take

Our analysis shows EngineHire distinguishes itself by offering a truly 'all-in-one' platform that natively integrates Electronic Visit Verification (EVV) with billing and payroll, a critical requirement for modern home care agencies. Research indicates that unlike many competitors who charge for white-labeling, EngineHire emphasizes its custom-branded mobile app capabilities, allowing agencies to maintain their own brand identity in app stores. While the learning curve is noted as steep, the absence of transaction fees and setup costs presents a compelling value structure for growing agencies.

Pros

  • Native Electronic Visit Verification (EVV)
  • Custom branded mobile app option
  • Zero platform transaction fees
  • Free data migration & setup
  • Integrated billing and payroll

Cons

  • Steep learning curve for new users
  • Low volume of public reviews
  • No public pricing transparency
  • Complex for simple perm search
  • Limited third-party integrations listed
4
Expert Score
9.5 / 10
684
78
SENIOR CARE FOCUS
4
WelcomeHome Care CRM
9.5

WelcomeHome Care CRM

WelcomeHome Care CRM
View Website
WelcomeHome is the premier CRM choice for senior living and home care providers. This SaaS solution is designed to streamline sales automation, improve follow-ups, enhance move-ins, and save staff time, specifically tailored to the needs of the home care industry.
WelcomeHome is the premier CRM choice for senior living and home care providers. This SaaS solution is designed to streamline sales automation, improve follow-ups, enhance move-ins, and save staff time, specifically tailored to the needs of the home care industry.
SENIOR CARE FOCUS

Best for teams that are

  • Senior living and home care operators with dedicated sales teams
  • Agencies needing mobile-first tools for field sales and referral management
  • Organizations wanting detailed analytics on sales pipelines and occupancy

Skip if

  • Agencies needing a standalone clinical or billing platform (it integrates only)
  • Small providers without a defined sales process or dedicated sales staff
  • Users seeking a low-cost, generic CRM without industry-specific workflows

Expert Take

WelcomeHome stands out in the home care industry due to its specialized focus on senior living and home care providers. It's more than just a CRM—it's a comprehensive sales automation solution designed to boost move-ins and improve follow-up efficiency. With its industry-specific features, it understands and addresses the unique challenges faced by home care agencies, making it a preferred choice among industry professionals.

Pros

  • Industry-oriented features
  • Efficient sales automation
  • Improved follow-up system
  • Time-saving for staff
  • Designed for senior living and home care providers

Cons

  • May require training for optimal use
  • Pricing details not readily available
5
Expert Score
9.2 / 10
427
155
5
CareSmartz360 Home Care Software
9.2

CareSmartz360 Home Care Software

CareSmartz360 Home Care Software
View Website
CareSmartz360 is a comprehensive SaaS solution designed specifically to meet the needs of private duty home care agencies. Its features encompass scheduling, electronic visit verification, caregiver management, and custom form creation, providing an all-in-one platform for managing and scaling home care operations efficiently.
CareSmartz360 is a comprehensive SaaS solution designed specifically to meet the needs of private duty home care agencies. Its features encompass scheduling, electronic visit verification, caregiver management, and custom form creation, providing an all-in-one platform for managing and scaling home care operations efficiently.

Best for teams that are

  • Franchises and multi-location agencies needing centralized management
  • Agencies requiring a complete end-to-end platform (EVV, Billing, CRM)
  • Startups needing a 'business in a box' with website and marketing tools

Skip if

  • Agencies looking for a standalone CRM without operational features
  • Users wanting a lightweight, modern interface (steep learning curve)
  • Providers not needing full franchise or multi-location support

Expert Take

Our analysis shows CareSmartz360 distinguishes itself with a highly transparent 'active client' pricing model and a rare commitment to zero-cost implementation, removing the heavy upfront fees common in this sector. Research indicates the platform's AI-driven caregiver retention dashboard addresses the industry's critical churn problem directly. Furthermore, its documented SOC 2 certification and broad EVV compliance across 40+ states provide enterprise-grade security and regulatory assurance for growing agencies.

Pros

  • Free onboarding and data migration
  • Active client-based pricing model
  • AI-driven caregiver retention dashboard
  • SOC 2 and HIPAA compliant
  • Multilingual caregiver mobile app

Cons

  • Mobile app glitches reported
  • Interface described as dated
  • Steep learning curve for new users
  • Report customization can be difficult
  • Occasional system slowness
6
Expert Score
9.2 / 10
735
76
REAL-TIME MONITORING
STREAMLINED SALES
6
CareFunnels Home Care CRM
9.2

CareFunnels Home Care CRM

CareFunnels Home Care CRM
View Website
CareFunnels is a CRM software specifically engineered for senior care businesses, including home health care and private duty agencies. It addresses the unique needs of the industry by providing tools for sales automation, lead tracking, and customer relationship management, all tailored for the home care sector.
CareFunnels is a CRM software specifically engineered for senior care businesses, including home health care and private duty agencies. It addresses the unique needs of the industry by providing tools for sales automation, lead tracking, and customer relationship management, all tailored for the home care sector.
REAL-TIME MONITORING
STREAMLINED SALES

Best for teams that are

  • Home care agencies needing 24/7 AI-powered phone and web chat intake
  • Agencies focused on automating lead follow-up and improving conversion rates
  • Owners wanting to automate intake without hiring additional staff

Skip if

  • Agencies seeking a full clinical, billing, and scheduling platform
  • Businesses outside the home care industry (highly specialized niche tool)
  • Teams wanting a generic CRM without industry-specific intake workflows

Expert Take

Our analysis shows CareFunnels solves the single biggest revenue leak in home care: missed calls. By combining a specialized AI Voice receptionist with a robust CRM and Applicant Tracking System, it replaces three separate tools. Research indicates its deep integrations with AxisCare and WellSky make it a true 'operating system' for agencies rather than just a marketing tool.

Pros

  • AI Voice answers calls 24/7
  • Built-in Caregiver ATS
  • Integrates with AxisCare & WellSky
  • HIPAA Compliant
  • No long-term contracts

Cons

  • Monthly fee higher than generic CRMs
  • Extra usage fees for calls/SMS
  • Low independent review volume
  • Dependent on HighLevel infrastructure
7
Expert Score
9.1 / 10
354
166
7
Aline Home Care CRM
9.1

Aline Home Care CRM

Aline Home Care CRM
View Website
Aline CRM is a SaaS solution tailored for home care and home health intake teams. Its features are designed specifically to enhance service sales cycles and optimize client conversion rates in the home care industry.
Aline CRM is a SaaS solution tailored for home care and home health intake teams. Its features are designed specifically to enhance service sales cycles and optimize client conversion rates in the home care industry.

Best for teams that are

  • Senior living operators who also offer home care services
  • Organizations needing a dedicated contact center for referral management
  • Large providers managing a continuum of care across multiple service lines

Skip if

  • Standalone home care agencies not attached to senior living communities
  • Small agencies that do not need enterprise-grade referral tracking
  • Users seeking a simple, plug-and-play tool for basic scheduling

Expert Take

Our analysis shows Aline stands out by integrating the 'Prospect-Centered Selling' methodology directly into its workflow, transforming the CRM from a simple database into a coaching tool that guides staff through empathetic sales processes. Research indicates this approach, combined with its robust contact center and real-time hospital referral integrations, offers a distinct advantage for agencies prioritizing conversion quality over volume. While it carries a premium complexity, the depth of its ecosystem—formed by merging industry leaders Enquire, Glennis, and Sherpa—provides unmatched scalability for larger providers.

Pros

  • Unified CRM, marketing automation, and contact center
  • Proprietary Prospect-Centered Selling® methodology built-in
  • Real-time referral capture from hospital systems
  • Bi-directional integrations with MatrixCare and ECP
  • Mobile app for intake and sales teams

Cons

  • Platform reported as slow or laggy by users
  • Pricing is not transparent publicly
  • Steep learning curve for advanced features
  • High cost may exclude smaller agencies
  • Some reports of bugs and support delays
8
Expert Score
8.9 / 10
548
107
PREDICTIVE INSIGHTS
SEAMLESS INTEGRATION
8
Careswitch Home Care Software
8.9

Careswitch Home Care Software

Careswitch Home Care Software
View Website
Careswitch is an AI-powered SaaS solution specifically designed for home care agencies. Its advanced features streamline processes and improve productivity, making it an ideal replacement for traditional agency management software. Its AI capabilities provide predictive insights to optimize operations and improve client care.
Careswitch is an AI-powered SaaS solution specifically designed for home care agencies. Its advanced features streamline processes and improve productivity, making it an ideal replacement for traditional agency management software. Its AI capabilities provide predictive insights to optimize operations and improve client care.
PREDICTIVE INSIGHTS
SEAMLESS INTEGRATION

Best for teams that are

  • Agencies wanting AI-driven automation for care plans and scheduling
  • Startups or growing agencies preferring revenue-based pricing models
  • Providers looking to replace manual admin tasks with AI assistance

Skip if

  • Agencies uncomfortable with AI-generated care documentation
  • Providers preferring fixed flat-rate pricing regardless of revenue growth
  • Users needing a legacy on-premise software solution

Expert Take

Our analysis shows Careswitch distinguishes itself through a genuine 'AI-first' architecture rather than just adding AI features to a legacy codebase. Research indicates the 'Looper' assistant actively reduces administrative workload by drafting care plans and monitoring exceptions. The recent acquisition by Paradigm further strengthens its value proposition by integrating advanced revenue cycle management, making it a robust choice for agencies prioritizing automation and growth over the lowest possible price.

Pros

  • AI-generated care plans save time
  • Revenue-based pricing aligns incentives
  • Offline mode for caregiver app
  • Automated shift review reduces errors
  • Acquired by Paradigm for stability

Cons

  • Android app stability issues reported
  • Self-described as 'not cheap'
  • Less mature than legacy competitors
  • Revenue share gets costly at scale
9
Expert Score
8.8 / 10
505
71
DEDICATED SUPPORT
EFFICIENT LEAD TRACKING
9
Keap: Small Business CRM
8.8

Keap: Small Business CRM

Keap: Small Business CRM
View Website
Keap is an all-inclusive CRM and automation platform tailored for small businesses, including home care agencies. It streamlines sales and customer relationship management processes, helping businesses save time, reduce chaos, and foster growth. Its functionalities cater to home care agencies’ unique needs – such as scheduling, client tracking, invoicing, and communication.
Keap is an all-inclusive CRM and automation platform tailored for small businesses, including home care agencies. It streamlines sales and customer relationship management processes, helping businesses save time, reduce chaos, and foster growth. Its functionalities cater to home care agencies’ unique needs – such as scheduling, client tracking, invoicing, and communication.
DEDICATED SUPPORT
EFFICIENT LEAD TRACKING

Best for teams that are

  • Small agencies focused heavily on email marketing and sales automation
  • Teams willing to configure a general CRM to meet HIPAA standards
  • Businesses needing strong e-commerce or payment integration features

Skip if

  • Agencies needing built-in EVV, caregiver scheduling, or clinical tools
  • Providers unwilling to configure HIPAA compliance settings manually
  • Large enterprises requiring specialized health management features

Expert Take

Our analysis shows Keap stands out for its sophisticated 'Advanced Automation' builder, which allows for complex 'when-then' logic that many simpler CRMs cannot handle. Research indicates that while the entry price is higher than competitors, the all-in-one inclusion of native payments, appointment scheduling, and a dedicated business phone line provides significant value for service-based small businesses. Based on documented features, the mandatory coaching—though an extra cost—ensures users actually adopt the powerful tools they are paying for.

Pros

  • Advanced drag-and-drop automation builder
  • All-in-one CRM, payments, and marketing
  • Dedicated business phone line included
  • Mandatory coaching ensures implementation success
  • Native Zapier integration for connectivity

Cons

  • Mandatory onboarding fee ($499+)
  • Difficult cancellation process (phone only)
  • Steep pricing increase with contact growth
  • No free plan (14-day trial only)
  • SMS features limited to US/Canada

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support Popular Integrations Supports SSO Starting Price
1 Aaniie Home Care Marketing Automation
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Enterprise pricing
2 Nimble CRM for Home Care
Yes No Yes - 14 days Yes Yes Yes Google Workspace, Microsoft 365, Mailchimp Yes $19/month
3 Home Care Agency Software
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Custom pricing
4 WelcomeHome Care CRM
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Enterprise pricing
5 CareSmartz360 Home Care Software
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Custom pricing
6 CareFunnels Home Care CRM
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Custom pricing
7 Aline Home Care CRM
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Custom pricing
8 Careswitch Home Care Software
Not specified No Contact for trial Not specified Not specified Not specified Not specified Not specified Custom pricing
9 Keap: Small Business CRM
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Gmail, Outlook Not specified $79/month
1

Aaniie Home Care Marketing Automation

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Enterprise pricing
2

Nimble CRM for Home Care

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
Google Workspace, Microsoft 365, Mailchimp
Supports SSO
Yes
Starting Price
$19/month
3

Home Care Agency Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Custom pricing
4

WelcomeHome Care CRM

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Enterprise pricing
5

CareSmartz360 Home Care Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Custom pricing
6

CareFunnels Home Care CRM

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Custom pricing
7

Aline Home Care CRM

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Custom pricing
8

Careswitch Home Care Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
Custom pricing
9

Keap: Small Business CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Gmail, Outlook
Supports SSO
Not specified
Starting Price
$79/month

Similar Categories

Sales Automation Software for Roofing Companies
Sales Automation Software for Roofing Companies
 Sales Automation Software for Financial Advisors
Sales Automation Software for Financial Advisors
 Sales Automation Software for Photographers
Sales Automation Software for Photographers
 Sales Automation Software for Contractors
Sales Automation Software for Contractors
 Sales Automation Software for Insurance Brokers
Sales Automation Software for Insurance Brokers
 Sales Automation Software for Mortgage Brokers
Sales Automation Software for Mortgage Brokers
 Sales Automation Software for Loan Officers
Sales Automation Software for Loan Officers
 Sales Automation Software for Plumbers
Sales Automation Software for Plumbers
 Sales Automation Software for Insurance Agents
Sales Automation Software for Insurance Agents
 Sales Automation Software for Recruitment Agencies
Sales Automation Software for Recruitment Agencies

How We Rank Products

How We Evaluate Products

Our Evaluation Process

Products in this category are evaluated based on their documented features, such as lead management and automated workflows. Pricing transparency and the software's ability to integrate with existing agency systems are crucial considerations. Feedback from third-party customers provides insights into usability and satisfaction, enabling a comprehensive assessment.

As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.

×

Score Breakdown

0.0 / 10

What This Award Means