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Fiverr Pro
English
$
USD
I will setup and customize a homecare CRM for your agency
About this Gig
OPTIMIZE YOUR HOME CARE AGENCY OPERATIONS
Are you struggling to manage caregiver schedules and track client leads?
I am a CRM setup specialist specializing in tailored software solutions for homecare agencies. I will set up and customize your homecare CRM to streamline your entire workflow.
WHAT THIS GIG OFFERS:
- Custom lead & caregiver tracking pipelines
- Automated workflows for client intake
- Specialized forms & dashboard setup
WHY CHOOSE MY SERVICES?
I understand the unique operational needs of medical and non medical home care agencies. By structuring your CRM efficiently, I solve your data management headaches, save you hours of admin work, and ensure you never lose a client or caregiver lead again.
To get started, I will need your preferred CRM login access, agency brand guidelines, and any existing client or caregiver intake forms. Let's build an organized system. Order now to optimize your agency!
Software:
HubSpot
FAQ
WHAT CRM PLATFORMS DO YOU SPECIALIZE IN SETTING UP?
I specialize in configuring general platforms tailored for home care (like HubSpot, Zoho, and Salesforce Health Cloud) as well as purpose built agency software (like WellSky/ClearCare and Alora). If you use a different system, please message me before ordering to confirm compatibility.
WHAT INFORMATION DO YOU NEED FROM ME TO START THE PROJECT?
To begin, I will need login credentials for your chosen CRM platform, your agency's brand guidelines, a list of your custom data fields, and copies of your current client and caregiver intake forms.
CAN YOU MIGRATE MY EXISTING DATA FROM SPREADSHEETS INTO THE NEW CRM?
Yes, data migration from Excel or Google Sheets is included in the Premium package. For the Basic and Standard packages, you can purchase data migration as a Gig Extra. Please ensure your data is relatively clean before sending.
HOW MANY REVISIONS ARE INCLUDED, AND WHAT IS THE TURNAROUND TIME?
Revisions and delivery times vary by package: Basic includes 2 revisions (3 day delivery), Standard includes 3 revisions (5-day delivery), and Premium includes unlimited revisions (10 day delivery). Adjustments are completed within 24 to 48 hours.
WILL I KNOW HOW TO USE THE CRM ONCE YOU HAND IT OVER?
Absolutely. The Premium package includes a personalized recorded video training walkthrough or a live session to teach your team how to manage leads, track caregivers, and navigate the dashboard seamlessly.
