Platform overview
One operating foundation. Configured for your industry.
Eight pillars, one connected record—configured for home care or insurance.
Intelligent CRM
Customizable pipelines, centralized profiles, routing, tasks, and full interaction history.
AI Telephony and Communications
AI-assisted calls, live transfers, recording and QA, consent-aware email.
Automated SMS · Coming soonWorkflow Automation
Stage-based triggers, escalations, required fields, and reusable templates.
Lead and Marketing Management
Forms, landing pages, campaigns, and attribution connected to outcomes.
Document Management
Secure documents, digital forms, e-signature workflows, and status tracking.
Reporting and Analytics
Dashboards by agency, team, branch, and individual.
Compliance-Aware Infrastructure
Consent, preferences, suppression, role-based access, and audit trails.
Integrations and Open Architecture
Connections to approved third-party enrollment, EVV, scheduling, and billing tools per engagement.
Quoting tool · Coming soonHow the platform adapts
One foundation, delivered as your industry’s edition
Home care agencies get ScaleCare for Home Care. Insurance agencies get ScaleCare for Insurance. Each is a complete, separate workspace with its own stages, fields, and language.