PRO
Essentials for referral agents and placement teams
$300 / per month
What’s Included?
✦ eSignature
Execute referral agreements, disclosures, and intake documents instantly — no paper, no follow-ups.
✦ Native Inbox CRM
Centralize emails and communication history with families and facilities in one system.
✦ Inbox CRM with Mailbox Sync
Send and receive emails inside the platform with reliable delivery, full thread history, and automatic activity tracking
✦ Referral Tracking & Reporting
Track referrals from intake to placement to payment with full pipeline and commission visibility.
✦ Family Care Packages
Generate standardized family packages with documents, recommendations, and next steps.
✦ Billing & QuickBooks Integration
Automate invoicing, payments, and accounting sync to reduce back-office work and improve cash flow.
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