If your intake coordinators, your sales team, and your recruiters are all looking at the exact same contact screen — your CRM might be working against you.
That’s the inefficiency hiding inside a lot of home care agency operations. The CRM becomes a dumping ground of fields, folders, and tabs that nobody asked for — and the people who need to move fast through a contact record end up wading through information that has nothing to do with their job.
It slows intake. It creates confusion. And it makes a system that’s supposed to help your team actually feel like friction.
That’s what we built CareFunnels to fix.
Introducing Customizable Contact Views in CareFunnels
As of April 8th, contact page customization is now available in CareFunnels Labs for all users.
This isn’t a cosmetic update. It’s a structural shift in how your team interacts with contact data — built specifically for the way home care agencies operate across roles, workflows, and responsibilities.
Here’s what it means in practice:
Your intake coordinator sees the fields that matter at the top of the funnel — inquiry source, service need, urgency, follow-up date. Clean. Fast. Actionable.
Your referral partner manager sees the relationship context they need — referral source, last touchpoint, active referrals, follow-up cadence, and which partners are driving volume.
Your recruiter sees the applicant pipeline data that moves hiring forward — application status, availability, certifications, and interview notes — without wading through client fields that have nothing to do with hiring.
One contact record. Different views. Everyone working from a layout designed for how they actually do their job.
What You Can Now Configure
- Up to 5 custom views per account — build different layouts for different roles or workflows
- Assign views by user or group — so your team automatically sees the right layout the moment they open a contact
- 2-panel or 3-panel layouts — choose the structure that fits how your team thinks
- Tabs or dropdowns for modules — keep it clean or keep it accessible, your call
- Drag-and-drop module reordering — put the most important information exactly where it needs to be
- Show or hide custom fields and folders — surface what’s relevant, eliminate what isn’t
- Enhanced contact card — key info like phone, email, and address visible at a glance without scrolling
Why This Matters for Growth
The agencies scaling past the $1M–$2M mark aren’t just getting more clients — they’re building teams that operate with clarity and speed. That requires systems that support specialization, not systems that treat everyone the same.
When your intake team has a faster, cleaner process, they convert more inquiries. When your care managers have the right information front and center, they deliver better client experiences. When your admin staff isn’t hunting through noise, they move faster and make fewer errors.
This is what it means for your CRM to work with your agency — not just store data inside it.
This Is Just Getting Started
The roadmap for contact page customization includes panel resizing, module renaming, and more granular permissions for who can build and manage views.
We’re building CareFunnels to be the operating system your agency runs on — not a generic tool you adapt your workflows around.
Want to see how CareFunnels fits your agency’s operation? Book a Demo →
View the full Feature Release Notes here.
