Home Care Intake CRM
Home care without the wait. A public cost checker lets a family tick the help they need and see a weekly estimate, then send an inquiry to the intake desk. Staff pages track inquiries, assessments and referral sources. Includes a family FAQ and a helper chat.
Home Care Intake CRM is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Desk and Hearth. Its automations include Weekly stale leads, Monday referral report and Daily chase: still New or Called.
by @john
What you can do with Home Care Intake CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Home Care Intake CRM works
- Weekly stale leads: when Every Monday at 9 AM, then Find leads older than a week and still open and Turn the list into text.
- Monday referral report: when Every Monday at 8 AM, then Read the referral source list and Write the weekly referral report.
- Daily chase: still New or Called: when Every day at 5 PM, then Find inquiries still New or Called and Turn the list into text.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Intake Desk, Hearth
- Automations: Weekly stale leads, Monday referral report, Daily chase: still New or Called
- Workspace: 5 projects, 2 AI agents, 5 automations