reporting time saved
quicker customer response
increase in revenue
Since 1996, our client, a leading force in the home care and assisted living services industry, has provided top-notch non-medical in-home care and assisted living referral services to families across the country.
With 125 franchisees, they were struggling with manual processes and data duplication due to separate systems. This hindered their ability to manage operations and franchisees while focusing on growth.
Due to different systems managing different data sets, they were also facing issues with forming a consistent brand identity, achieving operational excellence, and ensuring compliance.
CareSmartz360 provided a one-stop solution, allowing them to oversee all franchise locations from a single hub, eliminate multiple communication channels, and significantly reduce administrative expenses while being compliant.
They are now introducing skilled home health care in select locations, further cementing their commitment to delivering comprehensive care solutions.
“With CareSmartz360, we were able to combine Franchise Operations and Franchise Management into a single system.”
a leading home care franchisor
The client had two separate systems that didn't communicate with each other, requiring manual data transfer through Excel. This led to lost leads and opportunities, slow response times, and frustrated customers and staff.
Their staff had to create reports manually, which was inefficient and time-consuming, making it hard to get a complete view of all business functions.
The franchisees spent millions on national ad campaigns without being able to track what worked or didn't, measure ROI, or identify lead sources and revenue. Further, the lack of integration between different teams and roles made managing the business remotely difficult.
The client also lacked a Learning Management System for franchisees to manage caregiver onboarding and training.
All operational processes were haphazard and there was no single point of control to manage caregivers, clients, and franchisees.
The centralized, cloud-based platform streamlined and automated various aspects of franchise operations, allowing franchise owners to gain visibility, control, and insights into their business, and make data-driven decisions.
The client now manages the entire business from a single system, generating comprehensive reports in minutes, leading to better business decisions.
The client can track national ad campaigns – the system allows staff to parse leads from multiple lead sources (television, print, direct mail, etc.) and assign them to franchisees.
Franchisees can now track leads, calculate ROI, and adjust strategies quickly, which is crucial given the large ad spend by franchisors to generate leads.
The client can now view revenue-generating lead sources, analyze the entire lead flow, and identify where leads are dropping off to take corrective action.
With CareSmartz360, they can consolidate all their data and systems into one platform, enabling them to present a unified brand identity across all touchpoints.
By automating processes, centralizing data, and standardizing workflows, the integrated home care platform helps them improve efficiency, quality, and profitability.
CareSmartz360 helped the franchisor parse leads by providing a system to automatically capture, organize, and prioritize leads, allowing for efficient follow-up and conversion into clients.
Tight integration of franchise operations and marketing has created a unified, agile system. Better lead management and follow-up has increased business efficiency by up to 50%.
Integrated data has freed up staff time, and scheduling and telephony has become more efficient, reducing no-shows by 60%.
Custom reports enable better business decisions. And the mobile app has improved caregiver communication, punctuality, and efficiency.
All franchisees can now manage leads, marketing, and operations 5X more efficiently with the one-stop application.
“Having our data in a single system has made our franchise organization more unified, agile, and efficient. We’ve closed the reporting gaps that existed when we were using multiple IT systems to run our business. Now that our data resides in a single system, we are better able to establish relevant metrics, and monitor and evaluate key performance indicators (KPIs).”
Our users reported 95% customer satisfaction in 2025. Schedule a personal walkthrough to see CareSmartz360, home care software in action.
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