IN-HOME CARE CRM · FULL FEATURE PREVIEW
Find the right fit
for your agency.
Every feature in one clear comparison. See what each plan brings to your team, from the first application to approved hours and billing.
59 features9 areas of agency operations3 connected plans
THE DETAILS, SIDE BY SIDE
Every feature, side by side.
59 features across 9 areas of agency operations.
Proposed plan inclusions. Based on current Agency CRM workflows. Checkmarks show the proposed business packages, not active subscription restrictions.
Swipe across to compare plans
| Explore each category | Basic$6 / account / monthBilled monthly · 5 accounts minimum | Professional$10 / account / monthBilled monthly · 5 accounts minimum | Premium$15 / account / monthBilled monthly · 5 accounts minimum |
|---|---|---|---|
| Applicants, onboarding & caregiver roster | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Active & inactive caregiver statusKeep applicant and onboarding stages visible for follow-up | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Personal records & interview details | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Six-step onboarding checklist | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver search by name, city & ZIP code | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| ZIP radius searchChoose a search radius using approximate ZIP-center distance | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver roster CSV import & export | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Client schedules & caregiver availability | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Recurring & overnight shifts | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Weekly & monthly staff schedule views | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Searchable client & caregiver names in Assign Shifts | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Care Matching by ZIP radius & reported availabilityNearest first, with schedule conflicts and readiness shown separately | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Job postings & applicant review | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Job post drafts from selected client care detailsReview major needs and schedule before posting | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Work offers & caregiver responses | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Cancellation & time-off requests | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Client profiles & emergency contacts | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Active & inactive client recordsPreserve care details and linked history when status changes | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Care plans | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver care notes & visit history | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Incident reports & agency feedback | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Care-note print & download | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver clock-in & clock-out | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Timesheet review & approval | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Hours, caregiver pay rates & calculated amounts | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Timesheet correction requests | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Timesheet CSV export & print | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Client service location & geofence radiusConfigured by the agency for each client | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Location checks at manual clock-in/outUses device permission; no continuous background tracking | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Agency review of location exceptionsSeparate from approval of worked hours | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Client billing ratesSet separately from caregiver pay rates | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Invoice drafts from verified timesheetsSelect a client and service period; avoid billing the same hours twice | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Manual invoice items & draft editing | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Invoice finalization & voiding | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Invoice preview, print & save as PDF | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Record partial & full paymentsManual payment recording; online payment collection is not included | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Outstanding, overdue & paid invoice views | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Agency invoice settingsManage invoice numbering, terms, and business details | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver document uploads & agency review | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| ID and document previews | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Document status & expiration tracking | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Requests for updated caregiver documents | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Personal Record PDF preview & download | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| HCS 500 Training Log PDF | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Learning materials & training assignments | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Training quizzes & completion records | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Training certificates | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Training logs & accumulated hours | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Team roles & module permissionsSet access for staff such as coordinators and bookkeepers | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Separate view & edit permissions | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Pricing visibility & editing controlsControl access to rates and financial information | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Admin reminders & completion trackingManaged within the agency workspace | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Admin settings activity logReview recorded changes to workspace settings | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
| Agency overview & follow-up priorities | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Installable caregiver web appAdd to the Home Screen on iPhone or Android; records require internet | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver schedules, timesheets & document access | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Agency–caregiver inbox | Included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver requests & agency responses | Not included in proposed Basic plan | Included in proposed Professional plan | Included in proposed Premium plan |
| Caregiver training workspace | Not included in proposed Basic plan | Not included in proposed Professional plan | Included in proposed Premium plan |
Included in proposed plan Not included in proposed plan
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