Relationship Management

Business Customer CRM Management Analysis Service ConceptBuild beautiful relationships

Establishing and maintaining successful relationships is key to the growth of any business. Customers, whether existing or potential, need to be monitored so you can meet their needs, exceed their expectations, and ensure satisfaction. Like all relationships, the effort needed to cultivate and nurture these client relationships takes time – time you may not always have.


Comprehensive care plan management

You interact daily with your clients and their families and staying on top of their changing needs helps to keep them satisfied. Accurate, detailed care plans are critical to providing great customer service. When you manage care plans and scheduling with the same software, running your agency gets dramatically easier.

HomeTrak Companion home care software keeps track of the finest of care plan details in categories such as:

  • Home/health evaluation
  • Duties to perform
  • Caregiver skills
  • Client characteristics

All of these help you not only provide quality service but also match the best caregiver to the job.

Manage profile information such as emergency contacts, doctors, and well-matched caregivers to ensure you are continually providing personalized, accurate service.


Improve your clients’ experience

HomeTrak + Home Care PulseHomeTrak has partnered with the industry’s leading satisfaction management firm, Home Care Pulse.

Home Care Pulse performs interviews with your clients and caregivers to gauge their satisfaction with your business, then provides coaching and resources to help you grow. And now you can export contact information for your clients and caregivers straight from HomeTrak to your Home Care Pulse account – no manual input required.


Track and manage referrals

In addition to everything else it can do, HomeTrak can act as your customer relationship management software, too.

HomeTrak Companion’s built-in home care CRM helps you track:

  • Who is sending clients and caregivers to your agency
  • How many referrals you receive by source
  • How much revenue is generated by referral source
  • How quickly referred clients to become active clients

You’ll have a clear understanding of the people and businesses who are sending referrals to your agency, and which types of relationship marketing are working best for you.

Your business is successful because of these important people and businesses. Recognizing where your referrals are coming from is crucial in maintaining your success.

With HomeTrak’s customer relationship management software, you’ll have insight into which interactions are valuable to growing your business. This insight enables you to allocate resources appropriately. It also shows you how clients, potential clients, and caregivers are connected, ensuring a seamless process for you and your clients.



"The HomeTrak staff is extremely helpful, knowledgable, and responsive."

Coker Day, Owner/Founder, DayBreak Adult Care Services, Inc., Lexington, South Carolina

"The HomeTrak staff gave us extensive attention to ensure the system was set up to meet our needs."

Robert Hudson, Administrator, Butler County Health Department, Missouri

"We have been using HomeTrak since the first day we started our company in July 2004."

Greg Scheck, Owner, Home Helpers, Bucks and Montgomery Counties, Pennsylvania

"Switching to HomeTrak was the best business decision we have ever made!"

A. Papa, Accounts Manager at a Home Care Agency, Lakewood, New Jersey