Manage and grow your care home business

CareHQ is a CRM built for UK care providers which simplifies the everyday tasks of running a care home and helps you generate more sales.

CareHQ is a cloud-based Customer Relationship Management (CRM) platform designed from the ground up for the UK care market that will help you transform your business through better tools, insights, workflows and automation.

  • Grow your business
    Sales is the core of what we do. CareHQ introduces a range of tools to support your homes in converting more care enquiries.
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  • Manage your residents
    Stay on top of everyday tasks for your residents with tools built for managing admissions, paperwork, expenses and contacts.
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  • Simplify billing & expenses
    Automate invoice runs, get notified of billing discrepancies before the next invoice date and manage petty cash and resident ledgers.
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  • Use data to make decisions
    With CareHQ you get access to an array of reports focused on metrics that matter to care providers helping you make better decisions.
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  • Set up, training and support
    We take the hassle out of set up, train your team on-site and assist them thereafter with access to our support team and online resources.
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  • Security & availability
    The security and availability of your data is paramount. We have an extensive list of measures in place to ensure data security and service continuity.
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Add support for creating a billing contract billed annually with a fixed yearly rate.
Allow up to 5 decimal places against invoice unit prices.
Allow account level billing schedules and rulesets to be scoped to one or more location groups so that they only appear for relevant locations.
Allow the task description for an automated action to be customised.
Add an integration to the Peoplesoft accounting application for care providers using CareHQ for financial journalling.
When searching care enquiries, service users or location contacts, show a drop-down of matching record links, removing a click and page load from the workflow.
Add the ability to list and export location contact documents at organisation and location level.
Add listings and export options for comments at account level for care enquiries, service users and location contacts.
Add support for syncing CareHQ enquiries with call records on Infinity allowing additional details and outcomes to be tracked back to Infinity.
Allow the rooms of a care location / home to be manually ordered by floor as preferred, with the updated room order being used across CareHQ.
Implement automatic sending of invoice reminders for overdue balances by post and email.
Introduce support for assigning accounts a credit control status - red, amber and green (RAG) - to indicate their current credit risk and/or payment standing.

Development driven by our users

Our workflow is simple; listen to user feedback, prioritise development around changes that will deliver the biggest impact, deliver on those changes as soon as possible - repeat.

View the roadmap
Want to try CareHQ now?
No problem, request a demo now and discover how CareHQ can help your business.

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