Every Call Documented

Automatically

CareFunnels AI Call Summary listens to every inbound call and instantly creates clear, structured notes in your CRM — so your team can focus on caring, not documenting.

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Trusted by leading home care agencies

130+ Agency Locations    |    10,000+ Calls Analyzed    |    99.9% Accuracy

Incoming Call

Duration: 4:32

Caller Type
New Lead
Contact
Mary Johnson (daughter)
Care Need
In-home care for elderly father
Urgency
High - Hospital discharge Friday
Next Step
Schedule in-home assessment

WHAT IT DOES

AI That Listens So Your Team Can Act

Every inbound call and voicemail is automatically analyzed by AI, generating an instant, structured summary that appears directly in your CRM—no manual notes required.

Inbound Call

Phone or Voicemail

AI Analysis

Instant Processing

CRM Updated

Ready to Act

Inbound Call

Phone or Voicemail

AI Analysis

Instant Processing

CRM Updated

Ready to Act

Extracts Caller Intent

Instantly understands why someone is calling—scheduling, inquiries, complaints, or new referrals

Identifies Caller Type

Automatically classifies each caller as a prospective client, caregiver, referral partner, or existing family

Highlights Urgency

Flags time-sensitive situations like hospital discharges or immediate care needs

Captures Key Details

Names, phone numbers, care requirements, and availability—all extracted automatically

Auto-Updates Records

Summary flows directly into your CareFunnels CRM contact record with zero manual data entry

THE PROBLEM

Every Missed Detail Costs You Clients

Home care agencies lose leads and opportunities every day because of inconsistent call documentation. Here’s how AI fixes it.

Without AI Summary

  • Staff forget to document calls
  • Incomplete or inconsistent notes
  • Lost leads from missing details
  • Hard to coach without call data
  • No way to track call quality

Result: Lost revenue, frustrated staff, and missed opportunities

With AI Summary

  • AI automatically captures every detail
  • Standardized summaries every single time
  • Nothing slips through the cracks
  • Full visibility for training & QA
  • Data-driven performance insights

Result: More clients, more caregivers, better data, and a winning team

Powerful Features

Everything You Need to Capture Every Call

Purpose-built features designed specifically for home care agency workflows.

Instant Call Summary

Within seconds of every call, a complete summary is generated and ready—no waiting, no manual effort.

Caller Type Detection

AI automatically classifies each caller as a new lead, existing caregiver, referral partner, or family member.

Key Information Extraction

Names, contact info, care requirements, scheduling needs, and urgency—extracted from natural conversation.

Next Steps & Recommendations

AI suggests the ideal follow-up action so your team knows exactly what to do next.

CRM Auto-Sync

Every summary flows directly to the contact record in your CRM. Zero copy-paste, zero data entry.

QA & Training Insights

Review call performance, identify coaching opportunities, and track intake coordinator effectiveness.

Real Results

Outcomes That Drive Growth

See measurable improvements across your entire intake operation from day one.

Faster Response Time

Act on leads within minutes, not hours. AI summaries give your team the context they need instantly.

75% faster follow-up

Higher Conversion Rates

Act on leads within minutes, not hours. AI summaries give your team the context they need instantly.

32% more conversions

More Consistent Follow-Up

Never wonder if a lead was handled properly. Every call has a documented action plan.

100% call coverage

Cleaner Reporting & ROI

Track lead sources, call outcomes, and conversion rates with accurate, reliable data.

10X better call quality

Better Intake Performance

Use AI insights to coach your team, identify top performers, and improve training.

40% productivity gain

Complete Call Visibility

No more guesswork. Know exactly what happened on every call across your entire team.

Zero missed calls

SIMPLE PROCESS

How It Works

Three simple steps. Zero extra work for your team.

AI Analyzes the Call

When a call comes in or a voicemail is left, AI instantly begins analyzing the conversation—every word, every detail.

  • Works with any phone system
  • Supports calls and voicemails
  • Real-time processing

AI Generates a Summary

Within seconds, a structured summary is created including caller type, key information, urgency level, and recommended next steps.

  • Caller intent identification
  • Care needs extraction
  • Urgency flagging

CRM Updated Automatically

The summary flows directly into your CRM contact record and can trigger follow-up tasks, notifications, or workflows.

  • Zero manual data entry
  • Instant team notifications
  • Workflow automation

TESTIMONIALS

Loved by Home Care Agencies

See why hundreds of senior home care professionals trust CareFunnels AI.

AI Add-On for CareFunnels

Ready to Capture Every Call?

AI Call Summary is available as an add-on to your CareFunnels subscription. Talk to our team to get started.

Unlimited call summaries

CRM auto-sync

Caller type detection

Urgency flagging

Next step recommendations

Next step recommendations

Next step recommendations

Next step recommendations

Complete automation workflow without extra software

Stop Losing Leads to Incomplete Notes

Join the growing number of home care agencies using AI to capture every call detail and convert more leads into clients.

  • Free Demo

  • Setup in 24 Hours

  • HIPAA Compliant

See results in your first week