FEATURE DEMOS

See HomecareCopilot in Action

Seven short clips, each focused on a single feature. Watch one, or watch them all — in under 15 minutes total.

Watch the demos below

COMMUNICATION

Every Conversation. One Place.

Every email, call, text, and staff note — auto-captured into one timeline. Zero manual entry.

1:15 · Unified Inbox

More Features

Every clip stands on its own — pick what's most relevant to you.

LEAD CAPTURE

Never Miss a Referral

Referrals land in Gmail and flow straight into your CRM — automatically.

~1:20 · Gmail Lead Capture

AUTOMATION

Automate Your Entire Follow-Up

From referral to retained client, every touchpoint automated across three pipelines.

~1:55 · Zero Touch Pipeline

AI DRAFTING

AI Drafts Your Outreach in Seconds

Personalized email and text — ready to review 30 seconds after a new prospect arrives.

~1:00 · Wingman AI

AI COACHING

Every Call, One Click From a Coach

Score any prospect call. See what worked and what to coach next time.

~1:23 · ProspectBuddy Scorecard

REFERRAL PARTNERS

Know Who Sends You Business

Liaison tracks every partner visit, referral, and voice note — who to thank, who to go see.

~1:50 · Liaison

SALES TRAINING

Practice Before You Pick Up the Phone

Lifelike AI prospect simulations so your team handles hard calls with confidence.

~2:09 · Voice Practice

Questions agencies ask us

Short answers, with a real screen recording of how it works — most are under a minute.

›Can I customize the follow-up steps for my own process?

Yes. Task templates turn your process into a written checklist that appears on every inquiry automatically — edit the steps once and your whole team follows them.

›How does my team know what to do each morning?

Everyone gets a Personal Dashboard: every task across every family, grouped by what's due today and this week. Open it with your coffee and start calling.

›Can I save the messages I type over and over?

Yes. Quick Messages store your go-to wording for emails and texts, with placeholders that fill in the family's details automatically.

›What about families who aren't ready to start care yet?

Move them to Long-Term Nurture and a gentle email drip keeps your agency top of mind — when they call back in six months, the whole history is still on their record.

›Can I see which referral partners actually send business?

Yes. The partner leaderboard ranks every hospital, facility, and advisor by the referrals they've sent — so you know who to thank and who to go see.

›How do I track my visits to referral partners?

Log a visit in about ninety seconds — who you saw, what you talked about, what to bring next time. It all lands on that partner's timeline.

›I left an event with a stack of business cards. Now what?

Scan them. The mobile app reads the card and creates the contact under the right referral partner — no typing in the parking lot.

›Can my whole team use it?

Yes — invite teammates by email and they get their own login, their own tasks, and their own dashboard. Every plan is priced per user.

Try it risk-free for 30 days.

Cancel anytime in the first 30 days — full refund, no questions asked.

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