CRM

Referral & Lead CRM for Care Providers

StoriiCare CRM is the built-in referral and lead management tool for adult day and community-based care providers. Track every inquiry from first contact to enrollment, see which referral sources perform best, and turn leads into participants without re-entering data.

StoriiCare CRM lead pipeline
CRM Features

From Referral to Enrollment

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Referral Tracking
Manage Referral Sources

StoriiCare's CRM makes it easy to track and prioritize top referral sources, helping you focus on high-value leads and maximize ROI.

StoriiCare CRM referral sources
Seamless Integration
Port Converted Leads to StoriiCare

StoriiCare CRM is part of the same platform as care management and billing. Converted leads become participant records instantly, so intake details carry through without double entry.

StoriiCare CRM converting a lead to a participant
Lead Analytics
Lead & Source Analytics

StoriiCare’s analytics give insights into lead generation and referral performance, helping you refine marketing and drive growth with data-driven decisions.

StoriiCare CRM lead analytics
User-Friendly Application

Finally, an EHR That's
Actually

Easy to Use

Say goodbye to outdated software. StoriiCare is fast to learn, easy to use and rated 4.7/5 on G2 by care teams of every skill level. You'll experience:

Boosted Efficiency

Cut paperwork and manual tasks, saving each staff member about 6 hours a week.

Enhanced User Experience

Replace cumbersome interfaces with an intuitive, easy-to-learn system that everyone can use.

Modernized Operations

Run your whole program on one digital platform, from attendance and care notes to Medicaid claims and private pay invoices.

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StoriiCare EHR on desktop and mobile