Features
A complete toolkit, quietly in the background.
Companion Care CRM brings everything a solo companionship business needs into one calm, considered workspace.
Clients & contacts
- •Detailed client profiles with care preferences
- •Family contacts with permission levels
- •Lead intake and discovery-call notes
Visits & scheduling
- •Recurring and one-off visits
- •Visit notes with private and family-shared sections
- •Mileage and expense tracking per visit
Agreements & onboarding
- •Editable service agreement with your own policies
- •Lifestyle assessment and companionship plan
- •Photo and story consent built in
Billing & invoices
- •Hourly rates and optional service packages
- •Polished, letter-style invoices
- •Payment instructions you can edit
Templates everywhere
- •Pre-written emails, agreement clauses and notes
- •Personal placeholders for your business and clients
- •Edit once, reuse forever
Built for one person
- •No teams to manage, no per-seat fees
- •Mobile-friendly for on-the-go updates
- •Your data, your control
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