
CareScale
All-in-One Client & Caregiver Growth System for Homecare Agencies
POWERED BY UPBEAT






Tired of chasing leads, missing calls, and juggling too many tools?
CareScale™ is your agency’s growth engine — combining powerful automation, done-for-you marketing, and a fully integrated CRM designed just for homecare.
👉 Book more clients.
👉 Hire caregivers faster.
👉 Streamline operations.
All without adding more to your plate.

More Clients & Caregivers — On Autopilot
🧲 Lead Capture & Conversion
→ Contact forms that work 24/7
→ Easy online scheduling so families can book care consults anytime
→ Chat widget that captures leads + instantly texts back
→ Connect all your messages (text, Google, Facebook, etc.) in one place
→ Click-to-call buttons so people can reach you instantly
📲 Automated Follow-Up
→ Done-for-you text and email messages to follow up with leads automatically
→ Appointment reminders to minimize no-shows and keep your team on track
→ Auto follow-up if someone starts a form but doesn’t finish
→ Automatic review requests after a successful visit
Stop Losing Leads — Follow Up Faster & Stay Organized
📊 Lead Tracking Dashboard
→ See every client & caregiver lead in one simple dashboard
→ Organize leads by stage (new inquiry, booked, hired, etc.)
→ Add notes, schedule tasks, and set reminders
📬 Centralize All Your Messages
→ One unified inbox for texts, emails, Facebook, Google, WhatsApp, and more
→ Mobile App to respond to messages from anywhere
→ Chat with leads like you would in iMessage
→ Use ready-to-send message templates
Marketing to Build Your Reputation & Grow
🌟 Review & Growth Suite
→ Local SEO tools to get your agency listed on top online directories
→ Automatic texts & emails asking happy clients for 5-star reviews
→ Boost your Google listing so you show up when people search for care
→ Done-for-you Google Business Profile marketing
🚀 Digital Marketing Engine
→ Social media post scheduler + done-for-you social posts each month
→ Branded Email Newsletters (done-for-you)
→ Professional, done-for-you blog posts and site content
→ Dashboard to give you full transparency into web traffic, leads, calls, forms, reviews, & ad results all in one place
💻 Home Care Website – Included FREE in Growth + Pro Plans!
→ Custom Branding & Content – showcase essential information about your agency
→ Managed WordPress Hosting included – so your site is safe, secure, and reliable
→ Elevate your agency in local search with a fully optimized, mobile-friendly site
→ Built-in CareScale tools like scheduler, intake forms, chat widget & more
Have a website already? No problem! We’ll enhance + integrate it with all the tools you need for growth.
💡 Why CareScale?
CareScale isn’t just another platform — it’s your agency’s full marketing + growth engine.
Built specifically for homecare businesses, our system combines the tools you need with the done-for-you service and marketing expertise you’ve always wanted — so you can stop wasting time, and start growing faster.
Here’s what sets us apart:
✔️ Designed for Homecare: Everything we build is tailored to help you attract clients and caregivers — not just “get more leads.”
✔️ Done-for-You Marketing: From funnels to social media, newsletters to blogs — we handle the heavy lifting so you don’t have to.
✔️ No More Missed Opportunities: Missed a call? Someone ghosted your intake form? We follow up — instantly and automatically.
✔️ Everything in One Place: Messaging, scheduling, CRM, emails, tracking — no more logging into 5 different tools.
✔️ Live Support from Real People: We don’t just sell you software. We’re a team of marketing pros partnering with you to help your agency grow.
🧠 With CareScale, you get the system, the strategy, and the support — all under one roof.
💸 Affordable Plans for Every Agency
Starter
The perfect foundation- Full access to the CareScale system
- Onboarding Session
- Done-for-you Setup
- Form, chatbot, click-to-call integration
- Email & SMS automations (done-for-you)
- 1x monthly social media posts (we create + schedule)
- Easy-to-use branded templates
- Dedicated support
Growth
All-in-one growth engine- Everything in Starter, plus:
- Professional home care website (hosting included!)
- Advanced custom automations
- 1x monthly SEO blog post on your site
- 1x monthly email newsletter (done-for-you)
- 2x monthly social media posts
- Local SEO boost & Google Business optimization
- Caregiver & client lead funnels
- VIP Support
Pro
Full-service domination- Everything in Growth, plus:
- Fully managed Google & Facebook Ads campaigns
- Ongoing webpage builds + content updates
- 1x weekly social media posts
- 2x monthly email newsletters
- 2x monthly SEO blog posts
- Advanced local SEO including Google Biz Profile posts, listings, and more
- Ongoing automation builds + updates
- Monthly strategy call + performance review
👋 Ready to Get Started?
👉 Let’s get you more clients and caregivers — on autopilot.
📞 Book your free strategy call today and get your homecare agency GROWING.