Client intake & conversion

Every inquiry answered. Every family helped.

Families reach out when they’re ready, not when your office is open. CareFunnels answers every call and chat in seconds, captures the details, and books consultations on your calendar, day or night.

Home care agency owners who use CareFunnels
Trusted by 400+ home care professionals
★★★★★ 4.9/5 from 150+ reviews
⚡ AI responding in 2.1 seconds
CareFunnels AI Chat — Sunrise Home CareLive

AI: Hi there! Are you looking for care for a loved one, or interested in caregiver positions with Sunrise Home Care?

Visitor: Looking for care for my mom. She needs help a few days a week.

AI: I’m so glad you reached out. What city is your mom located in, and is she looking for personal care, companionship, or both?

Visitor: Austin, TX. Personal care — bathing, meals, mobility help.

✓ Care assessment bookedTomorrow, 10:00 AM — added to your calendar

📈 3 more leads captured tonight
The problem

Inquiries are coming in. Too many never reach you.

Families don’t keep business hours. The ones who can’t reach you tonight call another agency tomorrow.

Does this sound familiar?

  • Calls come in after hours, on weekends, and during back-to-back visits
  • Inquiries sit in voicemail or a web form until someone has time
  • Callbacks happen hours (or days) later, after the family has moved on
  • Your intake coordinator is juggling phones, scheduling, and data entry
  • Answering services take messages but don’t qualify or book anyone
  • You can’t see how many inquiries were missed or how fast you responded

And the reality is:

  • Families in crisis need answers right now.
  • They rarely leave detailed voicemails.
  • They don’t wait for a callback.
  • They call the next agency on the list.

If this sounds like your agency, CareFunnels client intake was built for you.

The solution: always-on intake

Your intake team doesn’t need to work harder. They need backup.

CareFunnels covers the moments your team can’t: nights, weekends, lunch breaks, and the hour when three calls come in at once. Every family gets a real response immediately, and your coordinator starts the day with qualified consultations instead of a pile of voicemails.

  • More inquiries answered.
  • Faster consultations.
  • Less pressure on your team.

What your agency gets:

  • Answers every website visitor in under 3 seconds
  • Picks up missed and after-hours calls automatically
  • Qualifies care needs and books consultations
  • Logs every conversation in your CRM with instant team alerts

No new hardware. No scripts to write from scratch. Most agencies are live the same day.

100x
More likely to convert when you respond in 5 minutes
$20K+
Average private-duty client lifetime value
$1M+
Lost yearly from one missed inquiry a week
<3s
AI response time, 24/7
The solution

One intake system, working 24/7

Three tools that work together around the clock, so every inquiry gets a real reply and your team can focus on the conversations that need a person.

  1. 01

    AI Chat

    Greets every website visitor in under 3 seconds, answers their questions, pre-screens care needs, and books consultations, 24 hours a day.

    See AI Chat →
  2. 02

    AI Voice

    Answers missed, overflow, and after-hours calls with a warm, natural voice. Every call becomes a transcript, a qualified lead, and a next step.

    See AI Voice →
  3. 03

    CareFunnels CRM

    AI Chat and AI Voice plus a complete home care CRM, phone system, email marketing, referral partner tracking, and review management, all in one place.

    See the CRM →

Every channel covered. Every family followed up with. Automatically.

Trusted by leaders in home care
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What to expect

Here’s what changes when you turn it on

The changes your team will feel within the first week.

  1. Day 1

    A quieter morning

    AI Chat goes live on your website the same day. Tonight, every visitor gets a helpful answer, and you wake up to consultations already on the calendar.

  2. Day 7

    Every caller hears back

    AI Voice picks up missed and after-hours calls. Each one turns into a transcript, a qualified lead, and a scheduled callback, not a sticky note.

  3. Day 30

    Intake runs itself

    Inquiries move through your pipeline with automated follow-up. Your coordinator stops chasing leads and spends time on the conversations that close.

Faster response. More consultations. A calmer front office.

Frequently asked questions

Questions agency owners ask first

How fast does the AI respond?

In under 3 seconds, every time, including nights, weekends, and holidays. Families get a helpful answer the moment they reach out instead of waiting for a callback.

What happens when the AI can’t answer a question?

It hands off gracefully. The conversation, contact details, and open question are saved in your CRM as a high-priority follow-up, and your team is alerted by text or email right away.

Does it work with my existing phone number?

Yes. AI Voice connects to your current number through call forwarding to catch missed and after-hours calls, or it can serve as your main line. There’s no new hardware, and most agencies are live in less than a day.

Can I customize what it says and asks?

Yes. Greetings, qualifying questions, and booking rules are all editable in plain English from your dashboard. Most agencies start with our home care defaults and fine-tune as they go.

Is CareFunnels HIPAA compliant?

Yes. CareFunnels is HIPAA compliant and built exclusively for home care agencies.

Does it integrate with my home care software?

CareFunnels connects with WellSky, AxisCare, MatrixCare, A Place for Mom, Caring.com, AgingCare, Zapier, and more. See all integrations.

Award-winning software, built for home care

Recognized by G2 and Capterra, and connected to the tools you already use: WellSky, AxisCare, MatrixCare, A Place for Mom, and more. See all integrations.

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A quieter Monday morning.
A warmer welcome for every family.

Most agencies are live the same day they sign up. The next family who reaches out tonight could be the first to feel the difference.

HIPAA compliant · Built exclusively for home care · Cancel anytime