Every step from first hello to care. One workspace.
Reach families and caregivers, keep every referral and inquiry moving, convert them with email and SMS, then onboard new caregivers and keep every visit EVV compliant. We set it up for you, and you only pay for what you use.
Set up for you · Consent tracking built in · TCPA and CAN-SPAM aware
Publishes and sends to
- TikTok
- X
- SMS
One journey, five stages, nothing dropped in between
Follow a family or a caregiver applicant from the first post they see to their first verified visit. Hover or tap a stage to see what happens there.
Social publishing
Be seen where families and caregivers scroll
Write once and publish to every network your agency is on, today or on a schedule, with a separate result for each one.
- Facebook, Instagram, LinkedIn, TikTok and X from one composer
- Schedule a week of posts in one sitting
- Per-network results, so one failure never hides the rest
Referral & intake
Every inquiry and referral in one place
Leads from social media, lead forms, referral partners and imports land in one record, with a status and a score, so nobody waits for a call back.
- Leads from social, lead forms, ads, referrals and CSV imports
- Status from new inquiry to converted, visible to the whole team
- Scoring that puts the warmest inquiries first
- Consent captured with every contact
Email & SMS
Reach them the way they answer
Bulk email and text campaigns to any segment, drafted with AI in your agency's voice and sent on your schedule, with opt-outs handled for you.
- Email and SMS campaigns to the segments you choose
- AI-drafted messages you review before anything sends
- Scheduled sends that respect each recipient's quiet hours
- STOP replies and unsubscribes suppressed automatically
Caregiver onboarding
Turn a yes into a caregiver ready to work
Applicants fill in their forms online, upload their documents, and move through review until they are cleared for their first shift.
- Onboarding forms applicants complete from their phone
- Document collection and verification
- Review and sign-off at every step
- A clear view of who is ready to schedule
EVV compliance
Every visit scheduled, verified and on record
Visit schedules for every caregiver and client, with electronic visit verification by phone and compliance you can see at a glance.
- Visit schedules for caregivers and clients
- Check-in and check-out through an automated phone line
- Transparent EVV status for every visit
- Performance: on-time visits, missed visits, hours delivered
Care happens in the room. Everything around it happens here.
The calls, the texts, the paperwork and the proof of every visit, kept in one place so your team spends its time with people instead of chasing them.
Social publishing
Weekend activity shifts, filled from one post to every network.
Referral & intake
A daughter's first call, logged as an inquiry before anyone forgets to call back.
Email & SMS
Tomorrow's visit, confirmed by text the evening before.
Caregiver onboarding
A new caregiver's first week, every document reviewed before day one.
EVV compliance
An afternoon visit, checked in and out by phone and on the record.
We set it up. It keeps running.
We do the setup before you ever log in. Start with marketing and intake, and add onboarding and EVV when you are converting enough people to need them.
- 01
We connect your channels
Your social accounts are linked, your email sending domain is verified, and your texting number is registered with the carriers.
- 02
Every inquiry lands in one place
Lead forms, lead ads, referrals and imports arrive in one record, with the consent wording and timestamp attached.
- 03
Your team converts them
Publish, email and text from the same workspace, and watch inquiries move from new to converted.
- 04
Grow into onboarding and EVV
When new caregivers and clients start arriving, we set up onboarding and visit verification with the same team you already know.
The part most tools leave to you
Marketing texts carry $500–$1,500 of exposure per message when consent is wrong. Consent capture, opt-out handling and audit trails are built in, not a settings page you have to remember to switch on.
Consent on every contact
The exact wording, the timestamp and the source, captured when the person agreed.
Opt-outs that stick
Unsubscribes and STOP replies suppress the contact across every future send.
Checked at send time
Anyone without consent, or on a suppression list, is filtered out before a message leaves.
Stop running your agency out of five tabs
Swift Pivot connects the first hello to the verified visit, so your team can see every family and caregiver on their way through.