Customize Your
Business Management
Any Service Business | Client Site Visits | Office Management | Distributed Business Locations or Staff
Empowering businesses to streamline operations, manage and support staff, and deliver better client services with an all-in-one technology solution.
Outdated Technology
Can Create Roadblocks
Is Your Business Facing These Issues?
- Relying on too many systems that aren’t integrated
- Spending a lot of time on manual processes
- Difficulty getting reports to make business decisions
- Having challenges managing remote workers
- Getting lost in a system with features you don’t use/need
- Struggling to prepare for audits and ensure that your business is compliant
- Growing probability of owner or manager burnout
- Staffing headaches that cause stress and uncertainty
- Managing fear over not being compliant and losing the business
Software That Leads To
Better Outcomes
Nobody has to tell you that demand for home care is at an all-time high.
Like many businesses, you may be coping with manual processes, outdated technology, inefficient communication tools, and poor document management.
That’s certainly not setting you up to be successful.
Smart Fulcrum leverages business strategy, and technology solutions so you can:
- Optimize and modernize operations
- Support staff with a better employee experience
- Deliver superior service for clients/customers
HERE’S HOW TO
Leverage A Solution To Enhance Your Business
Schedule A
Call
We’ll take the time to understand your unique needs, then determine your next steps.
Define Your
Software Solution
Our modular approach gives you a clear implementation plan at your pace and budget.
Streamline Your
Business
Maximize the business experience and deliver increasing client value.
Key Features
BUSINESS MANAGEMENT
- Data Customized to YOUR Business
- Employee Data Management
- Web & Mobile-Friendly Design
- Schedule Employees
- Track Work Times
- Flexible Messaging
- Manage Payroll
- QuickBooks Integration
- Payroll Reports
- Activity Logging
- Work Tracking
STAFF MANAGEMENT
- Client/Staff Portal
- Personalized Dashboard
- Client Appointments
- Track Task Completion
- Customized Forms
- Document Management
- In-App Messaging
- Staff Development
- Mobile Shift Tool
CLIENT MANAGEMENT
- Client Data Management
- Invoice Management (A/R)
- Auto-Create Invoices
- Split Invoices
- 24/7 Call Center
- Client Referral
- Service Requests
- Customizable Forms
- Client-Defined Tasks
- Secure Data & Access