The home care CRM that does the busywork.
ReferaCare AI fills in business cards, suggests your next follow-up after every visit, and checks off the tasks you've already done, so your team can get out and market.
Business cards
Snap a business card. The contact fills itself in.
You just met a new case manager and they handed you a card. Take a photo of it and ReferaCare AI reads the name, company, phone and email into a new contact, ready for you to save.
- Use your phone's camera, or a photo you already took.
- You look it over and save it, so nothing goes in wrong.
- The photo isn't kept once the card has been read.
Lunch with the Riverbend case managers. They asked for brochures in Spanish.
Bring Spanish brochures to Riverbend
Due next week
Follow-ups
Log a visit. Your next step is waiting.
When your team logs a visit, a call or a note, ReferaCare AI reads it and suggests what to do next, each with a due date. The promise to bring brochures next week doesn't get lost.
- Add it, change it, or say no thanks.
- Nothing goes on your list unless you say so.
- Works on visits, calls and notes alike.
Dropped off the holiday flyers at Lakeview.
Check-offs
Finished tasks check themselves off.
If a note shows a task is already done, ReferaCare AI ticks it off for you, so your list stays true without anyone going back to tidy it.
- Each one says “Checked off by ReferaCare”, so you always know.
- Not done after all? Undo it, or reopen it later.
- It only looks at that contact's open tasks.
It learns how your agency works.
The more your team uses it, the better its suggestions fit the way you market.
- 1
It starts quietly
It only reads what your team logs after it's switched on, and it never goes back through old notes. At first it suggests one follow-up at a time.
- 2
It learns from your choices
Every add, edit, no thanks and undo teaches it what your agency wants. As it gets it right, it suggests up to three follow-ups a note.
- 3
It stays with your agency
What it learns is never shared with other agencies. Want a clean slate? Start fresh in one click.
You're always in charge.
Off until you turn it on
An admin switches it on in one click, whenever your agency is ready.
You stay in charge
Nothing is added without your OK, and every check-off can be undone.
Learns how you work
It starts quietly and gets better with your team's choices. What it learns stays with your agency.
Included on every plan
Even the free trial. There's nothing extra to buy.
Questions about ReferaCare AI
Does ReferaCare AI cost extra?
No. It comes with every plan, including the 7-day free trial.
Who can turn it on?
An admin on your team, from the ReferaCare AI page in the app. Once it's on, it works for everyone at your agency, and an admin can turn it off any time.
Will it go through our old notes?
No. It only looks at what your team logs after it's switched on.
Does it ever get things wrong?
Sometimes, which is why you stay in charge. Nothing is added without your OK, every check-off is labelled so you can spot it, and undo is one click.
Do my marketers need any training?
No. They log visits the way they already do, and the suggestions show up right where they're working.
Let ReferaCare do the busywork
Start your free trial and turn on ReferaCare AI on day one, or book a call and we'll show you how it works.