CareRank CRM — built for the way home care actually runs.

CareRank CRM is a customer relationship management system built for home care intake teams. It tracks each inquiry through a customizable pipeline (New Inquiry, Care Consult Scheduled, Assessment, Service Plan, Active), keeps a family contact log, attributes every lead to its referral source, and sends follow-up reminders. It also syncs with several scheduling systems. It is also part of the AgencyOS platform.

CareRank CRM is listed at $197 per month and is included in AgencyOS. AgencyOS itself is $397 per month and is included free with Growth and Scale retainer plans, which you can compare on the pricing page. Whether the CRM can be bought on its own, and any onboarding or contract terms for it, are confirmed during a demo instead of stated here.

HubSpot, Salesforce and GoHighLevel are general-purpose CRMs that can be configured for many industries. CareRank is designed around home care intake: a family contact log for the adult child, spouse and client, referral attribution for discharge planners and physician offices, and scheduling-system sync. A general CRM may need custom fields and workflows to match that, while CareRank starts there. We can compare both approaches fairly on a demo call.

Yes. CareRank CRM lists scheduling integrations with AxisCare, WellSky, ClearCare, AlayaCare and Hubstaff, so a lead can be moved into your scheduling system as a client. The depth of each sync, such as which fields transfer, can vary by system and setup. We confirm exactly what works with your software during a demo, and we do not assume integrations beyond those listed.

CareRank sits inside a platform with a HIPAA-aware, BAA-ready posture, including encrypted communications and audit logs. No software carries an official HIPAA certification, so we do not claim one. Your agency also controls what information it enters, and we advise keeping protected health information out of website forms. For specifics, including BAA questions, book a demo and we will cover them directly.

CareRank CRM is for home care agencies whose intake coordinators handle inquiries from families, hospital discharge planners, physician offices and other referral partners. It suits teams that need to see which source sent each lead, follow up on a consistent schedule, and track lead-to-consult and consult-to-close performance by coordinator. Agencies investing in referral partner marketing in particular benefit from the attribution reports.

Setup depends on how many pipeline stages you customize, which referral sources you track and which scheduling system you connect, so we do not state a fixed timeline. We confirm the onboarding steps and timing for your agency during a demo. Data import and export options are also something we confirm on the call rather than assume. You can request a demo to go through your intake process.