Care home CRM demo — 30 minutes Demo →
Care homes · nursing homes · senior living

Nursing home CRM that shows every bed and every payment

Family inquiries and the waitlist, a bed board across all sites, care logged from the nurse's phone and monthly family invoices — in one system. The director sees occupancy and profit for every site.

  • Live in 1 day
  • We migrate your data
  • Medical data encrypted
  • No annual contracts
0 lost every family call lands in a record
Beds every site on one board
Care one-tap check-off on the phone
I–IV care level updates the invoice
Debts family balances by due date
1 day to launch, residents migrated

Why 95sales

Why clinics switch to us from other CRMs and spreadsheets

What we
compare
95sales
CRM
Generic
CRMs
Spreadsheets and
messengers
Site leads and calls✓auto record~via add-ons✗by hand
AI call review✓every call✗none or paid✗none
Ad payback✓payments by source~leads only✗not visible
Online booking✓into the schedule✗custom work✗none
Courses and care plans✓one-tap check-off✗none✗notebook
Patient debts✓auto-calculated~until the deal~monthly
Profit per location✓in real time~sales only✗accountant
Launch✓1 day, we migrate✗months✗years
  • Patient records create themselvesA site, quiz or ad lead or a call becomes a record with its source
  • AI listens to every callWho is ready to book and where the front desk lost a patient
  • Online booking on your sitePatients book themselves, straight into the schedule
  • Money for every locationP&L, cash desks, patient debts and doctor pay
  • Treatment by planCourses, procedures and visits — misses show up at once
  • See which ads pay offPatient payments per source, not clicks

Compare with:CliniccardsMedeskBitrix24amoCRMHubSpotPipedriveNetHuntFinmapExcelall comparisons →

What a care home runs on

Everything a care home depends on — in one system

Beds, care, families and money are linked: an inquiry becomes a resident, care becomes a charge, a charge becomes a payment.

We’ll show the bed board and care plans on a demo built around your home.

Show me →

What the CRM does

Six care home jobs the CRM takes off your plate

Pick what hurts most — and see how it works in a care home.

Profit for every site — without Excel

Family charges, payments, site cash desks and profit add up by themselves. Occupancy, break-even and the month forecast on one screen.

Screens are from the real CRM; people and amounts are fictional.

Where money leaks

A daughter calls in the evening — by morning the bed is taken elsewhere

Families call several homes and decide fast. If the call isn’t logged and the call-back is forgotten, your ads paid for a competitor’s resident. And an unpaid month surfaces two months later.

How it works

The resident journey — from a family’s call to a paid month

Five steps where care homes lose families and money — and how the CRM covers each one.

  1. 01 The family’s inquiry lands in the CRM Call, website or ad — a record with its source; missed calls listed separately.
  2. 02 AI reviews the conversation A score, the gist, what the front desk missed, and the next step — “tour on Wednesday”.
  3. 03 Move-in without paperwork Contract, POA and discharge papers — phone photos the office checks before arrival.
  4. 04 Care by plan Tasks on the nurse’s phone; the head nurse sees anything overdue at once.
  5. 05 The family invoice builds itself Rate, care level and extras; payments and debts by due date.

The team on their phones

Nurses log care right at the bedside

The CRM installs on the home screen like an app. A nurse sees her residents and tasks, the front desk sees inquiries and beds, the director sees everything. No more paper care sheets.

OwnerMoney, debts and leads on one screen
ManagerAI scores every call and shows what to improve
Care from the phoneTurning, feeding, blood pressure — one-tap check-off; the head nurse sees anything overdue right away.

For the owner

Every site on one screen. The whole week in the planner.

Occupancy, revenue and profit for each site, with shared costs allocated between them. The planner gathers family call-backs, move-ins, payments and documents for the week — overdue on top.

See it on a sample

A bank statement — and the clinic’s P&L is ready

Hundreds of transactions sort themselves into categories: income, expenses, profit and margin by month — no Excel, no accountant.

Monthly P&L: expense groups expand into categories, projects, margin

Plan vs actual: a monthly budget by category, overspending visible mid-month

CRM + Finmap or one system

What two services and double entry really cost

A payment lands in the CRM, then someone copies it into finance and reconciles. See what two services plus double entry really cost — in money and in staff hours.

95sales client reviews

Built by a team 180+ companies trust

The same 95sales team has run ads, analytics and sales for clinics, SaaS and e-commerce for years. The CRM grew out of that work — here’s what clients say about us.

Verified 95sales contracts on Upwork

See the CRM in action.30 minutes, on your center’s example.

Book a demo →
95salesteam

Who builds and rolls out the CRM

The people who build the CRM roll it out.

The CRM is set up and supported by the people who build it — no call center, no handing you to a junior after you sign.

180+verified reviews
4.9average rating on Upwork
  • One person leads your launch — from demo to go-live
  • CRM, ads and analytics — all in-house
  • A shared chat with the people building the CRM
  • A reply within an hour, no ticket queue

What’s included

Leads, care, money and team — in one system.

Usually it’s a spreadsheet, a messenger, an accountant and a notebook at the nurse station. Here it’s one CRM where everyone has a role.

Not sure it fits you?Describe your center — we’ll reply in one message how the CRM fits your process.

Describe my center →

It all starts with a demo.30 minutes — and you’ll see the CRM on your own center’s example.

Book a demo →

Free, before any contract

We’ll show what your care home loses without a CRM

Medical data

Patient data lives by its own rules

We built the CRM so it’s hard to leak even from the inside.

  • The clinic’s own database Patients, payments and payroll live in your clinic’s separate database. The platform can’t see your business.
  • AES-256 encryption Diagnoses, relatives, care notes and call recordings are encrypted with the clinic’s key.
  • Role-based access Everyone sees only what their job needs. Sales can’t see a patient after admission.
  • 2FA and audit log Code-based login, activity log, screen lock, sign-out on all devices.

Security2FA by role, screen lock, watermark, support access only with your permission.

Activity logWho did what and when — visible to the owner.

Questions about security?

Ask on a demo →

Objections

What care home owners say on the first call

“We run on a notebook and Excel”

A notebook won’t show a free bed at your second site or flag a family’s debt. We move residents and beds over in a day.

“Nurses won’t use it”

A nurse’s phone shows only her residents and a “Done” button. No computer needed.

“We worry about residents’ data”

Diagnoses, relatives’ contacts and the care log are encrypted; access is strictly role-based.

“Our rates and extras are complicated”

Monthly rate, care level I–IV with a price factor, extras and discounts — the invoice calculates itself.

“Rollout will take six months”

One day: sites, beds, rates and resident migration. After that we’re in touch.

What it costs

Three plans, prices up front

Start

$99 per month

One clinic or center: the whole CRM, no limits

  • Leads from site, ads and calls — into the pipeline
  • Telephony: Binotel, Ringostat, missed calls
  • AI listens to 300 calls a month
  • Patients, booking, courses and care plans
  • SMS/Viber appointment reminders
  • Payments, debts, cash, P&L and payroll
  • Roles, 2FA, encryption, activity log
  • Unlimited users and patients

over 300 calls — $0.08 per call

Pick on the demo →
Most popular

Business

$199 per month

A clinic with a sales team and ads

Everything in Start, plus:

  • Online booking on your site and by link
  • AI listens to 700 calls a month
  • AI assistant: 300 questions about money, leads and patients

over the limit — $0.06 per call, $0.12 per question

Pick on the demo →

Network

$499 per month

A network of centers: network finance and large AI limits

Everything in Business, plus:

  • Network finance: budget vs actual by category
  • Management balance sheet: cash, debts, liabilities
  • Bank statements and Finmap — upload a file
  • AI listens to 1,500 calls a month
  • AI assistant: 1,000 questions
  • The lowest over-limit rates

over the limit — $0.05 per call, $0.10 per question

Pick on the demo →

No annual contracts. Switch plans yourself, from the 1st. AI limit reached — pay per use at the plan rate or pause: your call, with an optional cap. Call limits assume the economy scoring model; the maximum model uses 5 reviews per call.

In every plan

The whole CRM on every plan — no limits on users, patients or transactions; plans differ only in AI limits

Included

  • Leads, calls and AI review
  • Patients, booking and care plans
  • Payments, debts and center finances
  • Team, tasks and payroll
  • Roles, encryption, 2FA, audit log
  • Support and tweaks for your process

One-off, priced upfront

  • Data migration from spreadsheets or another CRM
  • Connecting telephony and your website
  • Setup for a non-standard process

Add-ons

Add them when you need them

The whole CRM is already in your plan. Add-ons bring extra channels and services on top and work with any plan.

First 14 days free
Soon

Social inbox

+$39 per month

Instagram Direct, Messenger and comments in one window with your leads.

  • Reply in Direct and Messenger right from the CRM
  • Instagram and Facebook comments: see what is still unanswered
  • Each conversation is linked to the lead and the ad
  • Response time for every admin

We connect your Meta accounts during setup.

Soon

Fiscal receipts (Ukraine)

+$19 per month

Ukrainian fiscal receipts (PRRO) straight from the CRM cash desk.

  • A receipt is issued when payment is taken
  • The receipt is sent via Viber or email
  • Shifts and Z-reports match the CRM cash desk
  • Refunds and prepayments get receipts too

Runs on Checkbox; you pay its plan directly.

Soon

Reviews

+$29 per month

More ratings on Maps, and you hear about complaints first.

  • After the visit: a “rate your visit” message
  • One-tap link to a Google Maps review
  • A low score goes straight to the manager
  • Google reviews in the CRM, reply from there

Messages go out via your Viber/SMS, like appointment reminders.

Turn an add-on on or off in CRM settings; it is billed from the 1st together with your plan. Not a fit within the 14-day trial: switch it off and pay nothing.

★★★★★ Live in 1 day · a separate database for your center

Demo and estimate for your center — $0.

Demo on your examplepatient journey, care and money — as it would work for you
Included
Loss estimatehow many leads, calls and dollars leak without a CRM
Included
Launch planmigration, roles, telephony — step by step
Included
Trial accesstry the CRM with your team before deciding
Yours
Total for demo and estimatean implementation consultant usually charges $300+
$300 $0

You pay nothing and owe nothing.

We discuss a subscription only if you want one after the demo. The price is known before you start.

In-depth guide

Nursing home CRM software for care homes

Why a care home needs its own CRM

A care home needs a CRM because its sale takes weeks and its service lasts months, and the two usually live in different notebooks. A relative calls, compares three or four places, talks it over with the family, waits for mom to be discharged from hospital. If the call isn't logged and the callback is forgotten, another care home gets the resident.

After move-in, the second half of the work begins: scheduled care, medications, incidents, the monthly bill, extra charges and the inevitable debts. Generic sales CRMs (Kommo, Pipedrive, HubSpot) don't know what a bed or a care plan is, and clinic software doesn't handle a waitlist or a monthly rate. According to their websites as of October 2026, Ukrainian medical software such as Cliniccards, Doctor Eleks and Helsi doesn't list care homes as a separate segment.

Typical pain points we hear from care home owners:

  • inquiries come from calls, the website, ads and doctors you know — and get lost between front-desk staff;
  • nobody knows exactly how many beds are free across all sites right now;
  • care is logged on paper, so whether a bedridden resident was turned at 2 p.m. is anyone's guess;
  • families pay in installments, with discounts and extras, and debt surfaces two months later;
  • cash sits in each site's cash desk, and collections and cash counts live in the head nurse's memory.

How 95sales CRM runs a care home

Family inquiries and the waitlist

Every inquiry — a call through Binotel or Ringostat (Ukrainian telephony providers; other systems connect through a generic webhook), a website form, an ad quiz — lands in the lead pipeline with its source. Missed calls are shown separately, and each call is matched to a record by phone number.

The record includes a first-call intake form built for care: age, diagnosis, mobility, swallowing, speech, who makes the decision, budget, who referred them. The admissions coordinator goes through the questions in order and doesn't miss anything, and the director sees who is really ready to move in.

The default pipeline stages follow the family's path: New → Qualification → Consultation → Waiting for a bed → Contract → Admitted → Lost. "Waiting for a bed" is your waitlist: as soon as a bed frees up, you see who to call first. Loss reasons are kept in a list — after a quarter, it's clear whether you're losing families to price, location or lack of beds.

Bed board across sites

The board shows every site and bed: occupied, waiting for a bed, ready to admit. Admission is done from the lead record — the resident gets a site, a bed, a rate and a care level. On discharge, you record the date and reason: goal achieved, moved to long-term care, transferred to hospital, family's decision, or death. More in bed management, admissions and discharge.

Resident record: site, bed, rate and care level, relative, charges, payments, documents and care plan — everything about the person in one place.

Care plans on the nurse's phone

Each resident has their own care plan: repositioning, feeding, fluids, linen change, hygiene, blood pressure and temperature — each with its own interval. The nurse opens the CRM on her phone (a PWA on the home screen; iOS and Android apps are coming soon), sees what's due, and taps "Done." She can log a task after the fact, overdue tasks are highlighted, and vitals go straight into the record.

The same place holds the care log, incidents (a fall, refusing food) and medications. Extra services — say, escorting a resident to a doctor's appointment — are charged right from the Care section and go onto the family's bill.

The nurse's phone: the shift's task list and one-tap check-off. Care becomes verifiable instead of taken on trust.

Monthly charges, payments and family debts

Charges are built from the monthly rate and a care level from I to IV with a price multiplier, plus extra services and discounts. Payments are applied to a specific resident, and receivables are shown by due date: who's overdue, whose payment is coming up. No more reconciling the accountant's Excel with the front desk's notebook — the debt calculates itself.

Cash is tracked by each site's cash desk and the office's, with transfers between cash desks, cash collections, and cash counts that record discrepancies.

Resident documents

Contract, admission form, hospital discharge summary, passport, power of attorney, data processing consent, receipt — the manager photographs the document with a phone, and the office reviews it and accepts it or leaves a comment. You can mark whether a paper original exists, and documents with an expiry date are tracked.

Before and after: a care home without and with a CRM

TaskWithout a CRMIn 95sales CRM
Family inquiryWritten in the shift notebookRecord with source, intake form and owner
Free bedsCall every siteBed board across all sites
WaitlistNone, or in the director's head"Waiting for a bed" stage in the pipeline
CarePaper sheet, signed at end of dayPhone check-off, overdue tasks visible at once
Family billRecalculated by hand every monthRate × care level + extra services
DebtsFound out after two monthsReceivables by due date, reminder as a task
Site profitPulled together once a quarterP&L by site and month-end forecast

What a care home director sees

The director sees revenue, expenses, profit, margin, occupancy and break-even point for each site on one screen, plus a month-end forecast. Shared costs (office, advertising, administration) are allocated across sites, so you can see which site actually makes money. More in finance and P&L.

Analytics shows average length of stay (LOS), revenue per available bed (RevPAB), resident lifetime value (LTV), full-capacity potential and loss reasons. If you have sites in different cities, each regional manager sees only their own.

Payroll runs as a pay sheet: base salary + percentage + bonus − deductions, with payslips exported to PDF.

Scenario: how an inquiry becomes a resident

Say a care home has two sites with 40 beds, and on Monday evening the daughter of an elderly man recovering from a stroke calls.

  1. The call comes in through telephony, and the CRM creates a lead with the source "Google · ads." If the coordinator didn't pick up, the call shows in missed calls.
  2. The coordinator calls back and fills in the intake form: walks with assistance, swallowing intact, the daughter decides, budget under discussion.
  3. AI transcribes the call and scores it: likelihood of a deal, temperature, next step — "tour on Wednesday." The manager can see if the coordinator skipped the budget question.
  4. The nearer site has no free beds, so the record moves to "Waiting for a bed." On Thursday a bed opens up on the board, and a "call the family" task appears for the coordinator.
  5. The contract, power of attorney and hospital discharge summary are photographed and reviewed by the office. The resident is admitted: site, bed, rate, care level III.
  6. From day one, nurses check off care on their phones, and at the start of the month the charge is generated automatically. If payment doesn't arrive on time, the debt appears in receivables.

Protecting residents' data

Health data of older people and their relatives' contact details are sensitive information. In 95sales CRM, the resident's diagnosis and relative, as well as the care log, are encrypted with AES-256 using a separate key for each customer. Access is controlled by roles and permissions enforced on the server: a nurse doesn't see finances, and the accountant doesn't see diagnoses. There's 2FA, auto-lock, watermarking, copy blocking and an audit log.

How to launch the CRM in a care home

  1. On the demo, we show the system on your processes and help you pick a plan: Start — $99, Business — $199 or Network — $499 a month.
  2. You send lists of residents, beds and staff in Excel or as an export from your old system. Our team handles the migration.
  3. We set up sites, rates, care levels and care plans, and connect telephony and your website.
  4. Launch takes 1 day. Nurses install the CRM on their phones like an app; the office works in the browser.

More on operations in our guide to running a care home.

FAQ

What clinics ask

What CRM is best for a nursing home?

One that handles both sales and care: family inquiries, a waitlist, beds, care plans and monthly payments. 95sales CRM was built for exactly this.

Can I run several care homes in one CRM?

Yes. Sites, beds, cash desks and P&L are tracked separately for each site, and the director sees a summary across all of them.

Do nurses need a computer?

No. The CRM runs on a phone like an app (PWA) with push notifications; checking off care takes one tap.

How do I bill care home fees by level of care?

The rate sets a monthly price and a care level from I to IV with a multiplier; extra services and discounts are added to the charge automatically.

How much does care home CRM software cost?

The subscription is monthly with no annual contract: Start — $99, Business — $199, Network — $499 a month. Data migration and telephony setup are one-time fees.

Is there online booking or SMS for relatives?

The CRM has online booking, but it's built for scheduled visits and procedures, not for admission to a care home. Family inquiries come in by phone, from the website and from ads, staff handle communication with the family, and there are no bulk messages to relatives.

What languages is the interface available in?

The CRM interface is available in English, Ukrainian and Russian; each user picks their own language in the profile. This site is available in the same three languages.