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.

14 days free · Cancel any time · 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

One plan. Every feature.

$99/month includes your first rep — add each additional rep for $49/month. Every account starts with a 14-day free trial.

Save ~17%

CareNook

Everything included — no tiers, no feature gates.

$99 / month

includes your first rep

+$49 / month per additional rep

Start your 14-day free trial
  • Unlimited referral sources, visits & referrals
  • Mobile-first field logging (GPS + voice)
  • AI visit notes, Source Spotlight & daily plan
  • Routes, visit cadence & at-risk alerts
  • Conversion & revenue analytics
  • Drop-off spend tracking & ROI by account
  • Marketing generator, gift ideas & printable flyers
  • Team leaderboards & director dashboards
  • CSV import/export, BAA & encryption

What will it cost?

$197 / month

$99 base + 2 × $49

The math

One extra admission is worth roughly $3,000+ — more than a year of CareNook for most teams. A field rep costs $50–70k a year; this is a rounding error that tells you which sources are actually producing.

Cancel anytime before your trial ends and you won't be charged. Multi-location or 10+ reps? Talk to us.

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?+

One flat price of $99/month covers your agency and your first rep, then it's $49/month for each additional rep who logs visits. Add or remove reps anytime as your team changes — you're only billed for the reps actually in the field.

Do you offer annual discounts?+

Yes — paying annually saves about 17% (roughly two months free). Toggle to Annual on the pricing section to see the discounted rate.

Can I try it before paying?+

Yes — every account starts with a 14-day free trial. We take a card up front so your team keeps working the moment the trial ends, and you can cancel any time before then at no charge. After the trial it's $99/month including your first rep, plus $49/month per additional rep, with no long-term contract.

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