Referral CRM for Home Care, Home Health & Hospice
Stop losing care referrals in spreadsheets.
Track referral sources, manage follow-ups, and see which relationships actually turn into clients — all from one simple CRM built for care providers.
No credit card required · 7-day free trial · Cancel any time
What agencies see after switching to ReferaCare
Everything your agency needs
Built specifically for care organizations who need to turn referral relationships into real growth.
Track Every Referral Source
Know exactly which hospitals, doctors, and social workers are sending you clients. Stop guessing, start growing.
See What Your Marketers Do
Every field visit logged, attributed and costed — so you know what your marketing spend is actually buying.
Team Collaboration
Invite your whole team. Assign sources, share notes, and stay coordinated across your organization.
Stats That Drive Decisions
See which sources convert, which go quiet, and where to focus your outreach next.
Lead pipeline
Move a lead across the board.
That's the update.
Every referral lands in the first column and moves right as it progresses — contacted, assessment scheduled, assessment completed, converted. Drag the card and the stage, the timestamp and the follow-up move with it. Nobody has to remember to update a spreadsheet.
Every card names its source
The referral source travels with the lead, so the board doubles as a scoreboard of which relationships are actually sending you business.
Overdue follow-ups flag themselves
When a follow-up date passes, the card says so in red. Nothing goes quietly cold at the bottom of a list.
Time in stage, in plain sight
Each card shows how long it has been sitting where it is, so a stall is visible while you can still do something about it.
For owners
You're paying for field visits.
Now you can see them.
A community liaison is usually an agency's single largest marketing expense — and the hardest one to see. ReferaCare gives you a straight answer to the question every owner eventually asks: who did we visit, what did it cost, and what came back?
Every visit, attributed
Each field visit is logged against the person who made it, with the date, the referral source and what was spent. No more reconstructing the week from memory.
Missed visits surface on their own
Schedule a visit and if it never happens, the Visit Report flags it as missed — and gives you a completion rate for each rep over any date range.
Spend tied to results
See dollars spent per referral source and cost per conversion, so you know which relationships are earning their keep and which are just lunches.
And it works both ways — your marketers finally get credit for the work they're putting in, instead of having to defend it from memory.
Up and running in minutes
No complicated setup. No IT department required. Just sign up and start tracking.
Create your account
Sign up in minutes. No setup fees, no IT required. Your team can be onboarded the same day.
Add your referral sources
Import or manually add the hospitals, doctors, and social workers who send you clients.
Track, grow, repeat
Log interactions, see which sources convert, and focus your outreach where it matters most.
What our customers say
Trusted by care agencies
Before ReferaCare, we were managing referral sources in spreadsheets and losing track of follow-ups constantly. Now I can see at a glance which sources are active, which ones haven't heard from us in weeks, and exactly where every lead stands in the pipeline. Our team actually uses it every day — that's the real win. We saw a measurable improvement in our conversion rate within the first 60 days.
See ReferaCare in action
Book a 30-minute walkthrough with our team. We'll show you how agencies track referral sources, manage follow-ups, and grow their client base — and walk through your specific setup.
No pressure. Come with questions.
Book a Free Demo30 minutes · No credit card required
Simple, transparent pricing
Start free. Upgrade when you're ready. Cancel any time.
Solo
Perfect for solo operators getting organized.
- 1 user
- 30 referral sources
- Referral tracking
- Stats dashboard
- Visit & ROI reports
- Branded login portal
- Email support
Team
For growing agencies with a small team.
- 4 users
- Unlimited referral sources
- Everything in Solo
- Team Activity report
- Missed-visit tracking by rep
- User roles & permissions
- Priority support
Enterprise
For established agencies with larger teams.
- 20 users
- Unlimited referral sources
- Everything in Team
- Advanced analytics
- Custom branding
- Dedicated support
All plans include a 7-day free trial. No credit card required.
Got questions?
Frequently asked questions
After your trial ends, you can choose a plan that fits your team. If you don't upgrade, your account is paused — your data stays safe and nothing is deleted. You can pick back up any time.
Yes, no contracts. Cancel from your account settings in under a minute. You won't be charged again, and you keep access until the end of your current billing period.
Yes — it's one of the main reasons owners use ReferaCare. The Team Activity report breaks down each team member over any date range: field visits made, marketing dollars spent, calls and notes logged, referrals brought in, and how many converted. The Visit Report shows which scheduled visits actually happened and which were missed, per rep. And Source ROI ties spend to results, down to cost per conversion. Your marketers also get a clear record of the work they're putting in, instead of having to recall it from memory.
ReferaCare is built with security best practices — data is encrypted in transit and at rest, and access is scoped by organization. While ReferaCare is designed to handle sensitive referral and lead data responsibly, it is not a covered entity under HIPAA and does not sign BAAs. Avoid storing protected health information (PHI) directly in the system.
Not at all. Sign up, invite your team, and start adding referral sources — it takes minutes. No installation, no IT department, no technical background required.
Every paid plan supports multiple users. The Solo plan is for 1 user, Team supports up to 4 users, and Enterprise supports up to 20 users. Each team member gets their own login, and admins can see activity across the whole team.
Spreadsheets don't remind you when a source has gone quiet, tell you which ones actually convert, or keep your whole team in sync. ReferaCare does all of that automatically — so you spend less time managing the spreadsheet and more time in the field.
Yes. ReferaCare supports CSV imports for referral sources and clients, so you can migrate from a spreadsheet in minutes.
All plans include email support. Team and Enterprise plans get priority response times. You can reach us any time at support@referacare.com.
Ready to grow your agency?
Join care agencies already using ReferaCare to turn referral relationships into steady, predictable growth.
Start Your 7-Day Free TrialNo credit card required · Cancel any time