Name: CareHQ
Price: 150 USD
Author: CRMHQ Ltd.

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Operational Analytics

Enterprise

Accounting

Budgeting and Forecasting

Tax Compliance

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Quality

Data Recovery Service

Dynamic Application Security Testing (DAST)

Fraud Detection

IT Alert Management

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

Low-Code Development

Master Data Management (MDM)

Network Access Control (NAC)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Software-Defined WAN

Virtual Data Room

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

Antivirus

Insider Risk Management

Security Orchestration, Automation and Response (SOAR)

Security

Forestry

Last Mile Delivery

Legal Research

Library Management

Nonprofit CRM

Nonprofit Fundraising

Plagiarism Checker

Real Estate Property Management

Vertical-Specific

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CareHQ is a cloud-based CRM platform specifically designed for the UK care market. It caters to care providers of all sizes, including care homes, nursing homes, assisted living facilities, and home care agencies. CareHQ offers a range of features to streamline care enquiries, facilitate business growth, simplify resident management, automate billing and expenses, and enable data-driven decision-making. Professionals in the care industry rely on CareHQ to efficiently manage their operations and deliver high-quality care to residents.

## Key Features

**Smart workflows**: CareHQ provides smart workflows that help increase conversions and enhance the sales experience. Users can set key actions and reminders, track interactions, and gain valuable insights.

**Stay organised with actions & reminders**: CareHQ offers automatic actions and reminders for important events throughout the sales process. Users can also create additional actions and reminders as needed, ensuring efficient task management.

**Track interactions**: CareHQ enables the sending of branded emails and SMS messages to care seekers for essential events like home visits and assessments. Users can track the delivery status, attach literature, and monitor care seeker engagement.

**Present better**: CareHQ allows users to customize the content and design of emails, SMS messages, and PDFs, creating a professional and branded communication experience.

**Do more with CareHQ integrations**: CareHQ seamlessly integrates with various marketing platforms, call center and live chat services, and accounts packages. It also provides an API for integration with other applications, offering flexibility and expanded functionality.

**Keep track of resident expenses**: CareHQ offers tools to manage resident expenses, including petty cash management, secure document storage, resident birthday reminders, and simplified management of admissions, discharges, and room rate changes.

**Key contacts for residents**: CareHQ allows users to manage resident contacts, including emergency contacts, power of attorney responsibilities, and billing details. Contacts collected during the care enquiry process automatically transition to new residents, and users can send messages and log conversations via email and SMS.

**Built for UK care providers**: CareHQ is designed to cater specifically to the needs of care providers operating in the UK. It provides up-to-date reports, export options, and features to track care enquiry sources, conversion rates, and ROI.

**Understand why care enquiries fail to convert**: CareHQ offers insights into the reasons behind unsuccessful care enquiries, allowing users to track drop-off points in the sales cycle and monitor competitor performance for better conversion rates.

**See the whole picture**: CareHQ provides comprehensive oversight of key metrics beyond the sales pipeline. Users can monitor and forecast occupancy, review resident demographics, and track financial performance across their care business portfolio.

CRMHQ, headquartered in Worcester, creates software for care providers. Founded by Mark Walford and Ant Blackshaw in 2020 CRMHQ they develop software that helps care providers manage and grow their businesses with tools designed specifically for the UK care market. Their flagship CareHQ is a CRM for UK care providers that helps users to manage and grow a care business.

Free Forever

CRM Bundle

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Starter

Plus

ActiveCampaign

CareHQ

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

CRMHQ Ltd.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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CareHQ

Overview

What is CareHQ?