1406consulting.com

If you mean **consultants who can actually design and implement the CRM + automations for a home care agency**—not just sell you another scheduling/EVV platform—I’d shortlist these. ### My top picks | Consultant / firm | Best for | Why I’d consider them | |---|---|---| | **Home Care Marketing Pros** | **Best home-care-specific CRM/automation option** | Their CareFunnels platform is specifically built around home-care lead intake, caregiver recruiting, follow-up, and marketing automation. They combine CRM implementation with home-care marketing. [www.carefunnels.com](https://www.carefunnels.com/salesforce-vs-carefunnels/?utm_source=chatgpt.com) | | **Senior Care Business Advisors LLC** | **Operations + technology consulting** | Specifically focused on home care/personal care agencies. They offer software audits and help with processes such as referrals, caregiver retention, payroll integrations and operational optimization. | | **1406 Consulting** | **HubSpot implementation** | Strong choice if you've already decided on HubSpot. They handle CRM setup, workflows, automation, reporting and training, and specifically list home-care agencies among their experience. [www.outsourcehubspot.com](https://www.outsourcehubspot.com/?utm_source=chatgpt.com) | | **Blue Engine Salesforce Consultants** | **Salesforce / complex CRM** | Better fit for a larger agency that needs sophisticated referral-source management, dashboards, integrations and custom automation rather than a simple out-of-the-box CRM. | | **OMI (Outsource Management Inc.)** | **Enterprise CRM + integrations** | Salesforce/Microsoft Dynamics consulting, workflow automation, integrations, BI and ongoing CRM management. More appropriate for a sizable organization than a small agency. | | **MHCCG** | **Home-care growth + CRM automation** | Specifically markets CRM setup, lead automation, private-pay/Medicaid growth and home-care consulting. Their current offering is unusually focused on combining growth strategy with automation. [mhccg.com](https://mhccg.com/?utm_source=chatgpt.com) | ### One important distinction For a home-care agency, I **wouldn't automatically hire a generic HubSpot/Salesforce consultant**. Your CRM needs to understand a very different funnel: **Lead → family inquiry → qualification → assessment → care plan/pricing → start of care → ongoing client → referral/review** And you often need a *second* funnel: **Caregiver applicant → screening → interview → documents → onboarding → available → placement → retention/reactivation** The CRM also needs to hand information off to your agency-management system (AxisCare, WellSky, AlayaCare, etc.). That integration is one of the biggest potential failure points. Some home-care technology specialists specifically warn that generic CRMs such as HubSpot don't have native connections to major home-care AMS platforms, meaning custom integration may be required. [www.carefunnels.com](https://www.carefunnels.com/salesforce-vs-carefunnels/?utm_source=chatgpt.com)[www.sagecare.ai](https://www.sagecare.ai/blog/home-care-services-ai-tech/why-hubspot-is-not-built-for-home-care?utm_source=chatgpt.com) ### If I were choosing today I'd rank them this way: **1. Home Care Marketing Pros / CareFunnels** — if you want **home-care-specific CRM + automation without building everything from scratch.** **2. Senior Care Business Advisors** — if your bigger problem is **processes, software configuration and operational efficiency**, not merely marketing automation. **3. 1406 Consulting** — if you specifically want **HubSpot** and need someone to build the system correctly. **4. Blue Engine / OMI** — if you're a **larger multi-location agency** and want Salesforce-level customization and integrations. **5. MHCCG** — worth investigating if your primary objective is **getting more leads, improving follow-up and growing the agency**, rather than simply implementing software. For context, purpose-built systems such as AxisCare and AlayaCare already cover substantial operational functionality—scheduling, EVV, billing, caregiver/client management, reporting, etc. [axiscare.com](https://axiscare.com/home-care-software/?utm_source=chatgpt.com) So I'd generally keep the **CRM/marketing automation layer separate from the core care-management/EVV system**, unless your chosen platform can genuinely handle both. If you tell me **(1) your agency size, (2) what CRM/agency software you currently use, and (3) whether your priority is client acquisition, caregiver recruiting, or automating office operations**, I can narrow this to the **3 best consultants for your specific situation and compare estimated costs, capabilities, and what I'd ask each one before hiring them.** Home Care Marketing Pros Senior Care Business Advisors LLC 1406 Consulting Blue Engine Salesforce Consultants OMI (Outsource Management Inc.) If you mean **consultants who can actually design and implement the CRM + automations for a home care agency**—not just sell you another scheduling/EVV platform—I’d shortlist these. ### My top picks | Consultant / firm | Best for | Why I’d consider them | |---|---|---| | **Home Care Marketing Pros** | **Best home-care-specific CRM/automation option** | Their CareFunnels platform is specifically built around home-care lead intake, caregiver recruiting, follow-up, and marketing automation. They combine CRM implementation with home-care marketing. [www.carefunnels.com](https://www.carefunnels.com/salesforce-vs-carefunnels/?utm_source=chatgpt.com) | | **Senior Care Business Advisors LLC** | **Operations + technology consulting** | Specifically focused on home care/personal care agencies. They offer software audits and help with processes such as referrals, caregiver retention, payroll integrations and operational optimization. | | **1406 Consulting** | **HubSpot implementation** | Strong choice if you've already decided on HubSpot. They handle CRM setup, workflows, automation, reporting and training, and specifically list home-care agencies among their experience. [www.outsourcehubspot.com](https://www.outsourcehubspot.com/?utm_source=chatgpt.com) | | **Blue Engine Salesforce Consultants** | **Salesforce / complex CRM** | Better fit for a larger agency that needs sophisticated referral-source management, dashboards, integrations and custom automation rather than a simple out-of-the-box CRM. | | **OMI (Outsource Management Inc.)** | **Enterprise CRM + integrations** | Salesforce/Microsoft Dynamics consulting, workflow automation, integrations, BI and ongoing CRM management. More appropriate for a sizable organization than a small agency. | | **MHCCG** | **Home-care growth + CRM automation** | Specifically markets CRM setup, lead automation, private-pay/Medicaid growth and home-care consulting. Their current offering is unusually focused on combining growth strategy with automation. [mhccg.com](https://mhccg.com/?utm_source=chatgpt.com) | ### One important distinction For a home-care agency, I **wouldn't automatically hire a generic HubSpot/Salesforce consultant**. Your CRM needs to understand a very different funnel: **Lead → family inquiry → qualification → assessment → care plan/pricing → start of care → ongoing client → referral/review** And you often need a *second* funnel: **Caregiver applicant → screening → interview → documents → onboarding → available → placement → retention/reactivation** The CRM also needs to hand information off to your agency-management system (AxisCare, WellSky, AlayaCare, etc.). That integration is one of the biggest potential failure points. Some home-care technology specialists specifically warn that generic CRMs such as HubSpot don't have native connections to major home-care AMS platforms, meaning custom integration may be required. [www.carefunnels.com](https://www.carefunnels.com/salesforce-vs-carefunnels/?utm_source=chatgpt.com)[www.sagecare.ai](https://www.sagecare.ai/blog/home-care-services-ai-tech/why-hubspot-is-not-built-for-home-care?utm_source=chatgpt.com) ### If I were choosing today I'd rank them this way: **1. Home Care Marketing Pros / CareFunnels** — if you want **home-care-specific CRM + automation without building everything from scratch.** **2. Senior Care Business Advisors** — if your bigger problem is **processes, software configuration and operational efficiency**, not merely marketing automation. **3. 1406 Consulting** — if you specifically want **HubSpot** and need someone to build the system correctly. **4. Blue Engine / OMI** — if you're a **larger multi-location agency** and want Salesforce-level customization and integrations. **5. MHCCG** — worth investigating if your primary objective is **getting more leads, improving follow-up and growing the agency**, rather than simply implementing software. For context, purpose-built systems such as AxisCare and AlayaCare already cover substantial operational functionality—scheduling, EVV, billing, caregiver/client management, reporting, etc. [axiscare.com](https://axiscare.com/home-care-software/?utm_source=chatgpt.com) So I'd generally keep the **CRM/marketing automation layer separate from the core care-management/EVV system**, unless your chosen platform can genuinely handle both. If you tell me **(1) your agency size, (2) what CRM/agency software you currently use, and (3) whether your priority is client acquisition, caregiver recruiting, or automating office operations**, I can narrow this to the **3 best consultants for your specific situation and compare estimated costs, capabilities, and what I'd ask each one before hiring them.**