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800.449.0645 Caregiver Support

Referral Source Tracking & CRM

Skyrocket your web and community referrals & track them all in one place.

Reach More Referral Sources. Win More Business. 

WellSky Personal Care's Customer Relationship Management tools give you the opportunity to take marketing and sales efforts to the next level. Keep track of contacts, activity, and revenue to better inform marketing and sales investments. 

 The Message Center

Send outreach emails directly out of WellSky Personal Care. Get delivery confirmation and quickly reference past emails and calls before visiting. When the referral source replies to your email, it's saved so you can see the entire conversation. 

 Collateral & Marketing Vault

Store all your brochures, flyers, and promotional tools in the file vault. Attach files to your emails to convey your unique selling propositions. 


Quickly & Easily Collect Referrals Online

Make data collection and tracking easier than ever. Your agency will have its own link you can post to your website. The form submissions go directly into ClearCare, making it easy to manage pipeline tracking and reporting.

  • No more spreadsheets
  • No more manual entry
  • No duplicates
  • Clean data

From your web site all the way to winning new business -- do it all from WellSky Personal Care.


Sales Dashboards & Reporting

  • Customize a view based on revenue, referrals, prospects, lead source, client starts, and more. 
  • Share dashboards with staff or your sales and marketing team effectively.
  • Watch revenue, referrals, and caregiver recruiting closely to easily identify trends and take action.

Initial Call Form

Have a potential prospect on the phone? Open up a form in seconds and record the details so you don’t miss a beat.


Activity Notes & Tasks

Track each interaction and set up task workflows. Give all administrators visibility into marketing efforts.

Contact Management & Tracking

Maintain a list of contacts for each referral source. Record each step of the sales process and assign tasks to administrators so nothing falls through the cracks.

clearcare_hubspot-1Looking for sales pipeline optimization?
Convert more prospects faster by integrating HubSpot software with ClearCare.

Learn More