A
The shared inbox replacement
HubSpot CRM, free tier, configured for care homes. Every enquiry visible to the team, owner assigned, due-by date set. Nothing slips through.
Email and CRM
Catch every enquiry, kindly.
When a family rings or fills the form at nine o'clock on a Sunday, the message should not get lost in someone's inbox. We set up the small, calm system that makes sure it does not.
01 · How we set you up
Three depths of system. One clean handover.
B
The nurture sequence
Mailerlite or HubSpot Marketing wired to your CRM. Family-paced follow-ups that warm without overwhelming, and a calm bereavement-aware suppression layer underneath.
C
The full pipeline
Enquiry through to admission, mapped end to end. Manager alerts within four hours, weekly occupancy view, neat handover into your care platform on day one.
02 · What makes it dependable
Six things you should not have to ask for.
The basics, properly done. Quietly looking after the enquirer at every step, not just at the moment they fill the form.
01
Free where possible
HubSpot's free CRM and Mailerlite's free tier cover most homes. We will not push paid tools you do not need.
02
Two-day setup
Most homes are live within a week of the consult. Faster if you have the email lists and team in place already.
03
Care-sector fields
Funding route, urgency, hospital discharge, room preference. The fields that actually matter on a care enquiry, not a generic B2B form.
04
Bereavement-aware
A master suppression flag that pauses every marketing email the day a resident passes. The most important automation we ever build.
05
GDPR consent baked in
Marketing consent captured cleanly at the form, mirrored across HubSpot and Mailerlite, audit trail kept. ICO-ready from day one.
06
Reports the team will read
One simple view of the enquiry pipeline. No vanity dashboards. Replaces the half-day a manager loses to spreadsheet reporting every week.
03 · How it goes
From audit to live, typically a fortnight.
No long discovery phase. No twenty-page plan. Quiet build, quick handover, good documentation.
- Step 1
Audit
We look at where enquiries currently land, who picks them up, what gets lost. A short, honest summary before anything is touched.
- Step 2
Map
We design the enquiry-to-admission pipeline together with you. One page, agreed in writing, before we build.
- Step 3
Wire
Build the CRM, the email tool, the form, the alerts. Test enquiries run end to end before a single real family touches it.
- Step 4
Run
Train the team in the live system, hand over a one-page playbook, then quietly tune for the first month at our cost.
One more thing
Care, digitised.
Thirty minutes, no obligation, no sales deck. Tell us where digital is letting your home down. We will tell you, honestly, whether we can fix it.
hello@carehome.cloud·Bristol & remote, UK·Mon to Fri, 9 to 5