Home care CRM: from matching to shifts your whole operation on one dashboard

It records the two critical flows of home care. The first is sales: a family writing in with a caregiver request is tracked in a pipeline of assessment-introduction-trial-agreement stages; no file stays only in someone's memory. The second is operations: shifts and visits are planned on the task board, updates go to the family by template, and monthly payment collection is tracked with a deferred payment plan. Even if the coordinator changes, the whole process stays in the company's panel; in an industry built on trust, institutional memory is the greatest asset.

You set up the pipeline stages to match your own process: new inquiry, needs assessment, caregiver suggested, introduction done, trial period, agreement. Each family file shows up in whichever stage it is in; suggested candidates, interview notes and the family's preferences build up on the card. The overdue items view brings forward files forgotten on hold. When a caregiver change is needed, the old notes are ready, so the process starts from where it left off rather than from scratch.

Yes, with the task module. You open a task card for each shift or visit; the responsible team member, date and time are assigned, and a due-date notification goes to the right person. Details such as medication times and nutrition notes go into the task checklist, so shift handover relies on a recorded list rather than a verbal pass-on. With board, list and card views, the coordinator follows all of the day's visits on a single screen, and an unfinished task is noticed immediately.

The system does not send messages on its own; the tone and timing of communication are always under your control. The practical flow is this: you prepare quick reply templates for daily or weekly status updates; the coordinator reviews the shift notes and sends the template in one click. General announcements such as price updates are delivered to all active families at once through the campaign module using a Meta-approved template; duplicate-send protection is on.

In home care, health data is among the most sensitive categories. ÖzgürKod applies role-based permissions: the coordinator can access all files, while field staff see only the information of the patient they care for. Everything is logged, including who accessed which record and when. Correspondence is kept in the company's panel rather than on staff members' personal phones; when a staff member leaves, patient data does not go with them. Deletion and correction requests are managed through the panel.

Each family's service fee is tied to a monthly due date plan in the payment tracking module. Payments that are due and overdue are listed on the dashboard; when a family sends a transfer receipt on WhatsApp, AI detects it and you record it with one click. For an overdue payment, you send a polite reminder using a template. ÖzgürKod does not collect payments online; it keeps a record of each payment, its due date and its report. With the payment collection report, month-end reconciliation takes minutes.

In practice they describe the same need. Businesses usually search for "Home care software", "Home care software", "Home care appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: family member communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.