CRM for Home & Community Care Providers

Sales CRMs are built around leads and pipelines. A care business needs something else: who is covered, by which plan, for which service, until when, and what changed since last week. When that lives in spreadsheets and email threads, the first sign of a problem is a claim that comes back unpaid.

Zeumatic's CRM is organized around the people you serve. Each record holds their contact details, their Medicaid or Medicare coverage, the plan's authorizations with their units and dates, and every document that came with them. The record knows its state (active, on hold, or ended), and the rest of the product follows it: a person on hold is not billed while the hold lasts.

Every change is written down. A record's history shows who changed what and when, whether it was edited by a coordinator, updated by an import or filled in from a document. That history is kept by the database itself, so no screen, script or import can change a record without leaving a trace.

And the app speaks your industry. A home care agency sees patients, an adult day center participants, an assisted living facility residents, a caterer facilities (on every screen, list and report) because the industry is a setting of the company, not a coat of paint.