CRM Software for Home Health Care Agencies
Coordinate care and keep families informed without doubling your admin workload.
TraxionLab is the client management platform built for home health care agencies managing high volumes of client and family communication alongside complex care coordination. Your account includes automated follow-up for new service inquiries that keeps families from choosing a competitor while you respond, a family update sequence that reduces inbound status calls, and a review collection flow that captures referral source feedback to strengthen your referral pipeline.
5 things ready before you log in
Separate booking pages for new service inquiries, intake calls, caregiver assessment visits, and ongoing care check-ins. Families that are in crisis book differently than families planning ahead, and your intake process reflects that.
Pre-written sequences for new inquiry follow-up, family onboarding, referral source outreach, and reactivation of past clients. Each is written for the specific stage of the home care client relationship.
A home health care agency website and a service inquiry offer page, both pre-built and ready to customize. You update your service area, caregiver certifications, and contact details, the layout is ready.
A family intake form that captures care needs and contact information before the first conversation. You see the full inquiry picture before picking up the phone.
A pre-built pipeline that tracks every inquiry from first contact through signed service agreement. Families contacting multiple agencies no longer slip away unnoticed.
The Cost of Doing Nothing
The average home health care client generates $6,000+ in agency revenue annually. Slow inquiry response is the top reason families choose a competitor, most decisions are made within 24 hours.
Average job/lead value: $6,000
What Home Health Care Owners Actually Deal With
Families choose the agency that responds first
When a family is looking for home care, they contact multiple agencies. The one that responds fastest, even on a weekend, gets the intake call. If your response is a voicemail and a callback the next business day, you lose the case.
Referral source relationships fade without regular contact
Hospitals, social workers, and discharge planners send cases to agencies they remember. Without a consistent outreach cadence, a check-in email, a satisfied client update, your agency gets replaced in that referral source's mental shortlist.
Client families feel uninformed between visits
Families who aren't regularly updated about care schedules, caregiver changes, or service notes become anxious, and complain. Poor communication is the top driver of negative reviews and client churn in home health care.
Tools Built for Home Health Care Companies
Solves pain point #1
Instant Inquiry Response
When a family submits an inquiry or calls after hours, TraxionLab immediately sends a text or email acknowledgment and prompts them to schedule an intake call. You respond first, automatically.
Solves pain point #2
Referral Source Nurture Campaigns
Maintain regular touchpoints with your hospital liaisons, social workers, and discharge planners. Send monthly check-in messages and case completion updates to stay top of mind with your best referral sources.
Solves pain point #3
Client Family Communication Sequences
Send automated weekly summaries or schedule updates to client families. Keep them informed and confident without requiring a staff member to make manual calls to every family every week.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month