CareConnect
Coming SoonThe sales CRM built for care homes and domiciliary care agencies. Manage your funder pipeline, track every conversation, and take deals from first inquiry to signed contract.
Pipeline stages
Communication visibility
Faster deal closure
Funder inquiries arriving by email, phone, and referral - no single place to track them all
No structured sales pipeline, so opportunities slip through the cracks
Proposal follow-ups and contract renewals tracked in spreadsheets or not tracked at all
No visibility into which funders are active, which deals are stalling, and where revenue is coming from
Every feature shaped by the realities of winning and managing funder contracts across care homes and domiciliary care.
Complete profiles for local authorities, NHS commissioners, and private funders - contact details, contract history, and relationship notes in one place.
From lead to live account in a structured pipeline. Every opportunity has a clear stage, owner, and next action.
Email, call, and meeting logging with templates and follow-up reminders. Every funder touchpoint recorded automatically.
Track contract values, renewal dates, and terms. Get notified before renewals are due so nothing lapses.
Match inbound inquiries to your operational capacity - service type, geography, and availability.
Conversion rates, pipeline value, and win/loss analysis. See which funders convert and where deals stall.
Walk through a complete sales pipeline - from first inquiry to signed contract. Seven stages, each one actionable. Click through to see how CareConnect manages funder relationships.
Lead
Qualification
Assessment
Proposal
Negotiation
Contract
Live Account
1/7
Lead
A new inquiry has arrived from a commissioner looking for domiciliary care provision.
East Midlands NHS ICB
Commissioner · Domiciliary Care
Funder type
NHS ICB
Area
Nottingham, NG1–NG5
Contact
Dr. Sarah Webb
Est. service users
12
Full communication audit trail for every funder interaction
GDPR-compliant data retention with automatic deletion schedules
Contract document storage with version tracking
Renewal and expiry date monitoring with automated alerts
Role-based access so sensitive commercial data stays protected
Inspection-ready records for CQC and commissioner audits
How it works
From first contact to long-term retention - every stage designed for visibility and speed.
Import existing funder contacts or log new inquiries as they come in.
Check service area, capacity, and commercial fit before committing resource.
Record funder specifications, care needs, and contract terms in one place.
Build and send proposals with tracked delivery and follow-up reminders.
Track rate discussions, terms, and conditions through to agreement.
Store signed contracts with renewal dates and automated expiry alerts.
Transition from sales to delivery with a structured handover process.
Track ongoing satisfaction, renewal timelines, and upsell opportunities.
CareConnect is coming soon. Register your interest and be the first to know when it launches.