dijy.com

If you mean **consultants/implementation firms that can actually design the CRM + automations for a home care agency**, rather than simply sell you CRM software, I’d shortlist these. ### My top picks | Consultant / firm | Best for | CRM / automation focus | My take | |---|---|---|---| | **[Integration IQ](https://integrateiq.com/?utm_source=chatgpt.com)** | HubSpot-based agencies | HubSpot implementation, workflows, integrations, reporting | **Best overall for a typical growing agency** | | **[MHCCG](https://mhccg.com/?utm_source=chatgpt.com)** | Private-pay/Medicaid home care growth | CRM setup, lead follow-up, marketing + sales automation | **Best if you want CRM + lead generation together** | | **[Pulse Platform](https://pulseplatform.co/?utm_source=chatgpt.com)** | Larger/multi-location agencies | Salesforce Health Cloud, intake, referral management, scheduling, AI | **Best enterprise option** | | **[Dijy](https://www.dijy.com/?utm_source=chatgpt.com)** | Custom HubSpot builds | Lead-to-patient workflows, integrations, automation | **Worth interviewing for a sophisticated HubSpot build** | | **[Homecare Creators](https://homecarecreators.com/?utm_source=chatgpt.com)** | Marketing + CRM | Home-care-specific marketing, HubSpot, automation | **Good if growth/marketing is the primary objective** | | **[Home Care Marketing Pros](https://www.caremarketing.com/?utm_source=chatgpt.com)** | Marketing automation strategy | CRM/marketing-stack architecture and integrations | **Good for figuring out how the systems should fit together** | ### 1. Integration IQ — probably where I'd start Integration IQ specifically addresses the problem of using **HubSpot as the referral/lead CRM while keeping an agency-management system such as WellSky or AxisCare as the operational system**. They advertise 300+ integrations/implementations, HubSpot onboarding, custom workflows, reporting and integrations. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) That's an important distinction: **I would not have a consultant try to turn HubSpot into your scheduling/EVV/clinical system.** Instead: **Marketing → CRM → Intake → Agency Management System → Care delivery** HubSpot can own the first three pieces while your home-care platform owns scheduling, EVV, billing, etc. ### 2. MHCCG — particularly interesting for non-medical home care [MHCCG](https://mhccg.com/?utm_source=chatgpt.com) explicitly focuses on home care agencies and offers **CRM setup + lead automation**, alongside private-pay/Medicaid growth, caregiver recruiting and MCO contracting. They also advertise relatively straightforward monthly packages. [mhccg.com](https://mhccg.com/?utm_source=chatgpt.com) I'd put them high on the list if your primary problem is: - Leads aren't being followed up with - Referral sources aren't being systematically nurtured - Internet leads fall through the cracks - Sales reps don't consistently follow up - You don't know which referral sources produce clients - You want automation without building a huge enterprise system ### 3. Pulse — if you're becoming a serious multi-location operation [Pulse Platform](https://pulseplatform.co/home-care/?utm_source=chatgpt.com) is a different category. It's built on Salesforce Health Cloud and specifically targets home care. Its workflow covers field marketing, referral intake, authorizations, coordination, caregiver matching, retention and EVV. It also integrates with systems including AlayaCare and AxisCare. [pulseplatform.co](https://pulseplatform.co/home-care/?utm_source=chatgpt.com) I'd investigate Pulse if you're: - $10M+ or approaching that scale - Multi-location - Acquiring agencies - Running a sizeable BD/referral team - Trying to consolidate several disconnected systems - Wanting sophisticated AI/automation For a $1–3M single-location agency, I'd probably **not** start here. ### 4. Dijy — interesting HubSpot specialist Dijy has an actual home-care case study involving **Anchor Health**, where it customized HubSpot to improve the lead-to-patient process. The project involved lead management, communications, integrations and HIPAA considerations. [blog.dijy.com](https://blog.dijy.com/success-stories/anchor?utm_source=chatgpt.com) That's considerably more compelling to me than a generic HubSpot agency saying, "We can build workflows." ### 5. Homecare Creators [Homecare Creators](https://homecarecreators.com/?utm_source=chatgpt.com) is heavily home-care-specific and combines marketing with CRM/software services. It identifies itself as a HubSpot Certified Partner and focuses exclusively on home care. [homecarecreators.com](https://homecarecreators.com/?utm_source=chatgpt.com) I'd consider them when you want **"more leads + better follow-up + CRM"** rather than hiring a pure technical systems integrator. --- ## One important warning There are two very different CRM problems in home care. **Problem A — sales/marketing CRM** > Website lead → phone call → assessment → admission → referral source → follow-up → reactivation For this, **HubSpot + a good home-care-focused implementation consultant** can be excellent. Integration IQ is particularly interesting here. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) **Problem B — operational home-care CRM** > Referral → intake → authorization → caregiver matching → scheduling → EVV → billing → care delivery That's where you should be looking at platforms such as **AlayaCare, WellSky, AxisCare, MatrixCare, etc.**, rather than trying to force HubSpot to do everything. Current industry comparisons likewise distinguish general-purpose CRMs from home-care-specific operational platforms. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) For example, AlayaCare emphasizes integrations and automated caregiver/client matching, while WellSky has been expanding its referral/intake automation capabilities. [alayacare.com](https://alayacare.com/compare/wellsky-personal-care/?utm_source=chatgpt.com) ### My recommendation by agency size **Small/private-pay agency:** → HubSpot + **MHCCG or Integration IQ** **Growing agency with 10–50+ new inquiries/month:** → HubSpot + **Integration IQ or Dijy** **Agency heavily focused on referral relationships:** → HubSpot + a specialist who understands hospital/discharge-planner/referral-source workflows **Large/multi-location/PE-backed agency:** → Salesforce Health Cloud/Pulse or a similarly sophisticated architecture **Agency primarily struggling with scheduling/EVV/intake rather than marketing:** → Fix the agency-management platform first; don't start with HubSpot. --- If you tell me **(1) your agency's approximate annual revenue, (2) private pay vs. Medicaid/Medicare, (3) current software—e.g. WellSky, AxisCare, AlayaCare, ClearCare, etc., and (4) what you want automated**, I can narrow this to the **3 consultants I'd actually interview and give you the questions I'd use to vet them.** [Integration IQ](https://integrateiq.com/?utm_source=chatgpt.com) [MHCCG](https://mhccg.com/?utm_source=chatgpt.com) [Pulse Platform](https://pulseplatform.co/?utm_source=chatgpt.com) [Dijy](https://www.dijy.com/?utm_source=chatgpt.com) [Homecare Creators](https://homecarecreators.com/?utm_source=chatgpt.com) [Home Care Marketing Pros](https://www.caremarketing.com/?utm_source=chatgpt.com) [Pulse Platform](https://pulseplatform.co/home-care/?utm_source=chatgpt.com) | Consultant / firm | Best for | CRM / automation focus | My take | |---|---|---|---| | **[Integration IQ](https://integrateiq.com/?utm_source=chatgpt.com)** | HubSpot-based agencies | HubSpot implementation, workflows, integrations, reporting | **Best overall for a typical growing agency** | | **[MHCCG](https://mhccg.com/?utm_source=chatgpt.com)** | Private-pay/Medicaid home care growth | CRM setup, lead follow-up, marketing + sales automation | **Best if you want CRM + lead generation together** | | **[Pulse Platform](https://pulseplatform.co/?utm_source=chatgpt.com)** | Larger/multi-location agencies | Salesforce Health Cloud, intake, referral management, scheduling, AI | **Best enterprise option** | | **[Dijy](https://www.dijy.com/?utm_source=chatgpt.com)** | Custom HubSpot builds | Lead-to-patient workflows, integrations, automation | **Worth interviewing for a sophisticated HubSpot build** | | **[Homecare Creators](https://homecarecreators.com/?utm_source=chatgpt.com)** | Marketing + CRM | Home-care-specific marketing, HubSpot, automation | **Good if growth/marketing is the primary objective** | | **[Home Care Marketing Pros](https://www.caremarketing.com/?utm_source=chatgpt.com)** | Marketing automation strategy | CRM/marketing-stack architecture and integrations | **Good for figuring out how the systems should fit together** | ### 1. Integration IQ — probably where I'd start Integration IQ specifically addresses the problem of using **HubSpot as the referral/lead CRM while keeping an agency-management system such as WellSky or AxisCare as the operational system**. They advertise 300+ integrations/implementations, HubSpot onboarding, custom workflows, reporting and integrations. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) That's an important distinction: **I would not have a consultant try to turn HubSpot into your scheduling/EVV/clinical system.** Instead: **Marketing → CRM → Intake → Agency Management System → Care delivery** HubSpot can own the first three pieces while your home-care platform owns scheduling, EVV, billing, etc. ### 2. MHCCG — particularly interesting for non-medical home care [MHCCG](https://mhccg.com/?utm_source=chatgpt.com) explicitly focuses on home care agencies and offers **CRM setup + lead automation**, alongside private-pay/Medicaid growth, caregiver recruiting and MCO contracting. They also advertise relatively straightforward monthly packages. [mhccg.com](https://mhccg.com/?utm_source=chatgpt.com) I'd put them high on the list if your primary problem is: - Leads aren't being followed up with - Referral sources aren't being systematically nurtured - Internet leads fall through the cracks - Sales reps don't consistently follow up - You don't know which referral sources produce clients - You want automation without building a huge enterprise system ### 3. Pulse — if you're becoming a serious multi-location operation [Pulse Platform](https://pulseplatform.co/home-care/?utm_source=chatgpt.com) is a different category. It's built on Salesforce Health Cloud and specifically targets home care. Its workflow covers field marketing, referral intake, authorizations, coordination, caregiver matching, retention and EVV. It also integrates with systems including AlayaCare and AxisCare. [pulseplatform.co](https://pulseplatform.co/home-care/?utm_source=chatgpt.com) I'd investigate Pulse if you're: - $10M+ or approaching that scale - Multi-location - Acquiring agencies - Running a sizeable BD/referral team - Trying to consolidate several disconnected systems - Wanting sophisticated AI/automation For a $1–3M single-location agency, I'd probably **not** start here. ### 4. Dijy — interesting HubSpot specialist Dijy has an actual home-care case study involving **Anchor Health**, where it customized HubSpot to improve the lead-to-patient process. The project involved lead management, communications, integrations and HIPAA considerations. [blog.dijy.com](https://blog.dijy.com/success-stories/anchor?utm_source=chatgpt.com) That's considerably more compelling to me than a generic HubSpot agency saying, "We can build workflows." ### 5. Homecare Creators [Homecare Creators](https://homecarecreators.com/?utm_source=chatgpt.com) is heavily home-care-specific and combines marketing with CRM/software services. It identifies itself as a HubSpot Certified Partner and focuses exclusively on home care. [homecarecreators.com](https://homecarecreators.com/?utm_source=chatgpt.com) I'd consider them when you want **"more leads + better follow-up + CRM"** rather than hiring a pure technical systems integrator. --- ## One important warning There are two very different CRM problems in home care. **Problem A — sales/marketing CRM** > Website lead → phone call → assessment → admission → referral source → follow-up → reactivation For this, **HubSpot + a good home-care-focused implementation consultant** can be excellent. Integration IQ is particularly interesting here. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) **Problem B — operational home-care CRM** > Referral → intake → authorization → caregiver matching → scheduling → EVV → billing → care delivery That's where you should be looking at platforms such as **AlayaCare, WellSky, AxisCare, MatrixCare, etc.**, rather than trying to force HubSpot to do everything. Current industry comparisons likewise distinguish general-purpose CRMs from home-care-specific operational platforms. [integrateiq.com](https://integrateiq.com/blogs/best-crm-for-home-care-businesses/?utm_source=chatgpt.com) For example, AlayaCare emphasizes integrations and automated caregiver/client matching, while WellSky has been expanding its referral/intake automation capabilities. [alayacare.com](https://alayacare.com/compare/wellsky-personal-care/?utm_source=chatgpt.com) ### My recommendation by agency size **Small/private-pay agency:** → HubSpot + **MHCCG or Integration IQ** **Growing agency with 10–50+ new inquiries/month:** → HubSpot + **Integration IQ or Dijy** **Agency heavily focused on referral relationships:** → HubSpot + a specialist who understands hospital/discharge-planner/referral-source workflows **Large/multi-location/PE-backed agency:** → Salesforce Health Cloud/Pulse or a similarly sophisticated architecture **Agency primarily struggling with scheduling/EVV/intake rather than marketing:** → Fix the agency-management platform first; don't start with HubSpot. --- If you tell me **(1) your agency's approximate annual revenue, (2) private pay vs. Medicaid/Medicare, (3) current software—e.g. WellSky, AxisCare, AlayaCare, ClearCare, etc., and (4) what you want automated**, I can narrow this to the **3 consultants I'd actually interview and give you the questions I'd use to vet them.**