AI-native referral CRM

Grow your census.
Know why you win.

CareNook is the referral CRM for home-care, home-health, and hospice agencies. Log visits in the field, and let AI tell your reps exactly who to see and what to say.

No credit card to start · Set up in minutes

carenook.app/dashboard

Visits this month

128

+18% vs last

Referrals

41

+9 new

Conversion

63%

won → admitted

Referral funnel

Visits
Referrals
Won
Admitted

Built for the referral sources you call on

Hospitals SNFs & rehab Assisted living Physician groups Discharge planners

The work a liaison actually does — supercharged

AI visit notes

Record a visit on your phone — get a clean, structured summary with action items and a follow-up date, hands-free.

Source Spotlight

A one-tap AI brief on any referral source: what they care about, open commitments, and talking points for your next visit.

Your daily plan

Open the app and see exactly who to see today — ranked by how overdue and how valuable each source is.

Conversion analytics

See why referrals convert or die — staffing, payer, competitor — and fix the biggest leak in your funnel.

Routes & cadence

Never miss a due visit. Optimize a day's route across your sources with GPS, right from the field.

Marketing generator

Seasonal campaign ideas, drop-off gifts with buy links, and ready-to-send notes for every holiday and observance.

The loop that grows census

1

Log it in the field

Reps log visits and referrals on their phone — GPS, voice notes, one thumb.

2

AI tells them what's next

Daily plan, source briefs, and follow-ups — so every visit lands.

3

Win more referrals

Track visits → referrals → admissions → revenue, and see what drives growth.

Built for senior care — not retrofitted

Spreadsheets and generic CRMs were built for software deals, not for a liaison walking into a hospital. CareNook is built for the way you actually grow census.

Spreadsheet / generic CRMCareNook
Mobile-first visit logging from the field
AI visit notes from voice or text
AI briefs on every referral source
Visit → referral → admission → revenue analytics
Built-in routing & visit cadence
Senior-care referral model out of the box

Pricing that scales with your team

Per active rep, per month. Start free for 14 days — no credit card.

Save ~17%

Starter

For solo liaisons & small agencies getting reps logging in the field.

$79 / rep / mo

billed monthly

Start 14-day free trial
  • Unlimited referral sources, visits & referrals
  • Mobile-first field logging (GPS + voice)
  • AI visit notes (voice + text)
  • Visit → referral → won pipeline
  • Email support
Most popular

Pro

For growing teams who want AI doing the prep, not just the paperwork.

$149 / rep / mo

billed monthly

Start 14-day free trial

Everything in Starter, plus:

  • Source Spotlight — AI briefs on every referral source
  • AI daily plan — who to see today, ranked
  • Routes, GPS & visit cadence + mileage
  • Conversion & revenue analytics
  • Marketing idea generator
  • Priority support

Agency

For multi-location agencies & directors who manage the whole funnel.

Custom

Platform fee + volume seats

Talk to us

Everything in Pro, plus:

  • Director & multi-location dashboards
  • Team leaderboards & rep scorecards
  • Referral-source market intelligence add-on
  • Admin controls, SSO & BAA
  • Guided onboarding & dedicated success

Directors who only view dashboards are not billed as reps.

The math that makes it a no-brainer

A field rep costs $50–70k+ a year. CareNook costs a rounding error — and a single extra admission can pay for a seat for a year or more.

~$3k+

value of one extra home-health admission

12+ months

of a Pro seat covered by that one admission

Compare plans

StarterProAgency
In the field
Unlimited sources, visits & referrals
Mobile GPS + voice logging
AI visit notes
Routes, cadence & mileage
AI assist
Source Spotlight
AI daily plan
Marketing generator
Analytics & management
Conversion & revenue analytics
Director / multi-location dashboards
Leaderboards & scorecards
Referral-source market intelligence
Security & support
BAA & encryption
Admin controls & SSO
SupportEmailPriorityDedicated CSM
OnboardingSelf-serveSelf-serveGuided

Questions, answered

Who is CareNook for?+

Marketing reps and liaisons at home-care, home-health, and hospice agencies — and the directors who manage them. If your growth depends on referral relationships, it's built for you.

Is it HIPAA-friendly?+

CareNook is built around referral-source relationships, visits, and pipeline — not clinical records. We sign BAAs and run on infrastructure that supports HIPAA-aligned safeguards (encryption, access controls, audit). Keep PHI out of free-text notes and you're on solid ground.

How does the AI work?+

Record or type a visit and AI returns a structured note with action items and a follow-up date. Source Spotlight summarizes everything you know about a referral source so reps walk in prepared. It assists reps — it never auto-sends anything without you.

How does per-rep pricing work?+

You pay per active rep/liaison who logs visits. Add or remove seats anytime as your team changes — you're only billed for the reps actually in the field. On the Agency plan, directors who only view dashboards are not charged as reps.

What's the difference between Pro and Agency?+

Pro is everything an individual rep needs to win referrals — AI prep, routing, analytics, and the marketing generator. Agency adds the management layer on top: director and multi-location dashboards, leaderboards and scorecards, referral-source market intelligence, and admin controls/SSO/BAA — billed as a platform fee plus volume seats. Start with Agency if you have 2+ locations or teams of 5+.

Do you offer annual discounts?+

Yes — paying annually saves about 17% (roughly two months free) on Starter and Pro. Toggle to Annual on the pricing cards to see the discounted per-seat rate.

Can I try it before paying?+

Yes — every account starts with a 14-day free trial, no credit card required. After that, paid plans start at $79 per rep per month (or $65 billed annually), with no long-term contract — cancel anytime.

Does it work on a phone in the field?+

Yes. CareNook is a mobile-first web app you can add to your home screen. Log visits, capture voice notes, and pull up your optimized route from the car between stops.

Ready to grow your census?

Start your free trial today. Get your reps in the field, logging visits, and winning more referrals by this time next week.

Start your 14-day free trial