CareHQ logo

CareHQ

by CRMHQ · Since 2020
No reviews yet
Active1+ countriesCloud
Quick facts
VendorCRMHQ
Year launched2020
StatusActive
LocationHoly Oak Farm, Upton Snodsbury, Worcestershire, WR7 4NH, United Kingdom
Countries served1+
Languages1
Integrations6+
Free tierN/A
Free trialN/A
Contact salesN/A

About CareHQ

CareHQ is a care home management software from CRMHQ that helps manage and grow the care home business. It combines features such as grow the business, manage the residents, and simplify billing & expenses so users can effectively run their operations. CareHQ is developed with input from users, ensuring it meets the specific needs of care home administrators. The platform also provides tools to use data to make decisions and includes setup, training, and support for smooth implementation. Key capabilities: grow the business manage the residents simplify billing & expenses use data to make decisions setup, training, and support Best for: care home operators that need efficient management solutions.

CareHQ is a CRM and business-management platform tailored for the UK social care sector, designed for care homes and supported living providers. It streamlines administrative tasks such as managing enquiries, admissions, billing, expenses, and resident records. Its modular, cloud-based SaaS design suits both small care homes and larger care groups. Automation features like smart workflows, reminders, automated invoicing, and reconciliation reduce manual work and improve efficiency. Accounting and marketing integrations (Xero, Sage, Mailchimp) and a public API provide flexibility for connecting other tools. Onboarding is user-friendly, with on-site or remote training plus video guides and documentation, supporting staff with varying technical skills. However, CareHQ focuses on non-clinical operations and lacks clinical care planning, eMAR, medication tracking, or nursing documentation. Advanced financial features may require a learning curve, and integration with HR, rostering, or clinical systems is limited. There is no public add-on marketplace for extensions. Overall, CareHQ is ideal for UK care homes seeking to streamline non-clinical processes, reduce administrative burden, and improve business efficiency, but clinical care management would require a separate system.

Pros & Cons

Pros
  • Built specifically for UK care-home providers, ensuring all features are relevant to the sector
  • Automates repetitive administrative tasks, saving staff time and reducing errors
  • Supports multi-resident and multi-brand management under a single system for larger organisations
  • Provides real-time reporting dashboards that help make informed business decisions
  • Includes structured onboarding and training programs, reducing implementation time
Cons
  • Focuses on non-clinical operations and does not provide clinical care planning or medication tracking
  • Advanced billing features such as accruals, clawbacks, and deposits require training to use effectively
  • Some reports and workflows may require manual configuration to fit unique business needs

Features

Key features

Enquiry & lead management

Manage new care enquiries, track conversions, follow-ups, and interactions to convert leads into residents

Resident management

Maintain resident records, bookings, documentation, expenses, contacts, absences, complaints, and occupancy

Billing & invoicing automation

Automate monthly invoice runs, support deposits, refunds, clawbacks/overpayments, resident ledgers, and multi-party billing

Expense & petty cash management

Record expenses across multiple residents, manage petty cash, and handle reimbursements or refunds

Reporting & analytics

Generate real-time dashboards and reports for occupancy, sales cycle, enquiry sources, aged debt, admissions, fee averages, and financial history

Workflow automation & reminders

Automate task assignments, email, SMS, and WhatsApp notifications for admissions and enquiry processes

Integrations & API

Connect with marketing platforms, accounting packages, and custom applications via API

Security & availability

Ensure data security, uptime commitments, and robust hosting availability

Onboarding, training, and support

Provide on-site or remote setup, training, video guides, and access to a support desk

Additional features

Enquiry Management / Sales workflows & lead tracking

Track all sales enquiries, follow-ups, and conversions

Resident Records & bookings

Manage admissions, occupancy, and room charts

Day-Care scheduling and management

Schedule and manage day-care clients

Invoicing engine

Automate monthly invoice runs, multi-party billing, deposits, and refunds

Credit Control / Reconciliation / Aged debt reports / Credit notes / Refunds / Deposits management

Handle all financial transactions and reconciliations accurately

Expense & petty cash management

Record shared or individual expenses for residents and manage petty cash

Workflow automation & reminders

Automate tasks, email, SMS, and WhatsApp reminders

Communication tracking

Monitor emails and SMS sent to care seekers with delivery status and attachments

Multiple brand support

Manage multiple care-home brands under one account

Reporting dashboards and analytics

View occupancy, finances, performance metrics, enquiry conversion metrics

API for custom integrations

Integrate with external applications via public API

On-site or remote training & onboarding

Provide guidance and support for teams during setup

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

United Kingdom

Interface languages

English

Billing currencies

🇬🇧GBP

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