Intake CRM
A Smarter, Faster Way to Manage Every Client Referral.
Bolt’s Intake CRM gives your team the tools to capture inquiries, track progress, automate follow-ups, and coordinate onboarding — all in one connected workflow designed specifically for homecare.
Where Better Intake Begins.
Organize every referral, eliminate manual tracking, and help your team deliver a smoother client onboarding experience from day one.
Fully Customizable Workflows
Adapt intake to every program, payer, and requirement—without complexity.
Every homecare agency has unique onboarding processes. Bolt Healthcare makes it simple to customize intake workflows, automate notifications, and capture the information required to move clients forward.
Purpose-Built Intake Tools
Designed for the real-world workflows of homecare intake teams.
Bolt Healthcare’s intake engine captures every stage of the onboarding journey — from referral details to compliance steps — helping your reps stay organized and focused on families rather than spreadsheets.
Track Operational KPIs With Ease
Turn intake performance into actionable insight.
Bolt Healthcare gives intake managers and agency leadership a clear view of key performance metrics — improving visibility, accountability, and team efficiency.
Implementation
Fast Setup, Immediate Efficiency
Start improving intake workflows in as little as 30 days.
Bolt’s implementation team helps your agency configure workflows, program-specific steps, user access, communications, and reporting — making sure your intake CRM matches the exact way your homecare agency operates.
Ready to Streamline Your Intake Process?
See how Bolt Healthcare helps homecare agencies organize referrals, strengthen communication, and onboard clients with confidence.
