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I'm currently using spreadsheets for everything and it's becoming unmanageable as we grow. Looking for recommendations on CRM, scheduling, invoicing, and operations management tools that work well for Senior & Home Care. Budget is around $200-500/month.
ServiceTitan if you can afford it ($300+/month). It's the gold standard in our industry. ROI was there within 3 months for us.
12HubSpot CRM free tier is solid for customer management. For operations, check out Monday.com — we run our whole team on it.
We use Jobber for scheduling and invoicing — it's about $150/month and has been a game changer. Integrates with QuickBooks too.
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