HospiceLink Pro

👁 DEMO MODE — This is an interactive preview. No data is saved. Subscribe to get the live CRM →

👁 DEMO HospiceLink Pro — Marketer View

Marketer:

Marketing CRM Dashboard

Marketing CRM Command Center

Complete 7-section prospect profiles with legal authority tracking, family dynamics, emotional insight, and financial qualification — built exclusively for hospice marketers. Every field you need to close faster, without the noise.

OVERDUE

DUE TODAY

GOALS

62%

RE-ENGAGE

Prospect Pipeline

Inquiry

Pending Admission

Admitted

Lost

CRM Overview

Total Prospects

Green Sources

Overdue

💡 Upgrade to Max to unlock EVV Mileage Tracking, 14-Day Cold Alerts, Territory Heat Map & more. See Max Plan →

⚠ 14-Day Cold Alert: Physician Office has not been visited in 24 days. Log a touch to reset the timer. (Cold alerts active in Max+)

Add Referral Source

Think of referral sources like your revenue pipeline, not just a contact

🧩 1. Basic Contact Info

Full Name *

Title / Role

Organization / Facility

Work Phone

Cell Phone

Source Type

Status

🔥 2. Relationship & Trust

Relationship Status

Last Contact Date

Trust Level (1–5)

Priority Level

Preferred Communication

Hot Button (Why They Refer to YOU)

📅 3. Follow-Up Schedule

Next Scheduled Visit

Next Action

Assigned Marketer

Territory Area

Contact Frequency

Accepts Gifts?

Referral Sources

Contact	Facility	Phone	Status	Refs	Last Touch	Next Step
Sarah M. Discharge Planner	North Park Rehab	(214)555-0110	Green	7	7 days	Visit weekly
Dr. Patel Attending MD	Baylor Hospital	(214)555-0122	Green	12	3 days	Schedule lunch
Office Mgr	Physician Office	(972)555-0133	Red ⚠	0	24 days	Initial Contact

Add Prospect

Complete profile — saves directly to Prospect Records

👤 1. Basic Identification

Prospect Full Name *

Status

Referral Source

Assigned Marketer

Phone (Primary)

Email Address

Address

❤ 2. Emotional + Situational Insight

Primary Concern

Urgency Level

Biggest Objection

Conversion Risk

📅 3. Sales Pipeline / Next Steps

Last Contact Date

Next Follow-Up Date

Next Step

Notes

Prospect Records

Loading…

Name	Status	Phone	Email	Source	Marketer	Next Step	Due	Actions

Pipeline

Stage Breakdown

Inquiry

Pending Admission

Admitted

Lost

Kanban Board

INQUIRY

Mary J. — Baylor · Ericka

PENDING ADMISSION

John T. — North Park · Mike

ADMITTED

Dorothy F. — Hospital CM · Angela

LOST

Helen P. — Family declined

Territory View

Territory	Primary Accounts	Visits	Admissions	Conversion
North Dallas	Encompass, Baylor, ALF Network	5	3	60%
McKinney / Plano	Hospital CMs, Rehab Network	4	2	50%

Productivity Tracking

Ericka — This Week

Accounts Visited

Admissions

Miles Driven

186

Mike — This Week

Accounts Visited

Admissions

Miles Driven

126

Touch Log

Referral Source

Touch Type

Date

Notes

Source	Type	Days Since	Notes
Baylor Hospital	In-Person	7 days	Left brochures with CM
North Park Rehab	Phone Call	11 days	Referral confirmed
Physician Office	In-Person	24 days ⚠	Met with office manager

Follow-Up Calendar

Click any event to view details — auto-reminders for due items

Overdue

Due Today

Upcoming

Notes

Structured note logging — Next Step is required · GPS-stamped · Role-specific workflows

Your Name

Position

Interaction Type

Contact Type

Urgency

Date

Decision Maker(s)

Summary of Interaction *

Patient Status Update

Barriers / Objections

✅ Next Step (Required)

👤 Assigned To

📅 Follow-Up Date

🕐 Follow-Up Time

Your GPS location will be captured and attached to this note when saved.

Reminders

Overdue

Due Today

This Week

Mary J.

Schedule On-Site Visit

Overdue 2 days

Physician Office — Cold Alert

No visit in 24 days

Due today

John T. — Follow-Up

Paperwork follow-up

Re-Engagement Queue

20–30% of lost hospice prospects convert when re-contacted at the right time.

Helen P. — Lost 45 days ago

Insurance issue resolved

Robert H. — Lost 38 days ago

Family not ready

Sandra M. — Lost 62 days ago

Chose competitor

Daily Goals

Today's Progress

Facility Visits3 / 5

Phone Calls7 / 10

New Prospects1 / 3

Set Goals

Visits Target

Calls Target

New Prospects

AI Assistant

24/7 hospice marketing intelligence

HospiceLink AI Assistant

Cold sources? Draft follow-up Convert pending? Family calls

Hi! I'm your HospiceLink AI. Ask me about referral strategies, follow-up scripts, cold source outreach, or how to convert a pending admission.

Import Data

📁

Drop CSV or Excel file here

Supports: Prospects, Referral Sources, Clinical Records

Referral Portal

All Plans: Share your portal link with hospital discharge planners and SNF social workers. Referrals appear in Prospect Records instantly.

Your Referral Portal Link

https://wemarketplus.com/refer?agency=yours

Patient	Submitted By	Source	Date	Status
William H.	Dr. Martinez	Baylor ER		New Inquiry
Gloria P.	Sarah M.	North Park		New Inquiry

Weekly Report

Admin only — auto-emailed every Monday 7am

Prospects

Admitted

Lost

Top Source

Baylor

Team Management

Admin only — access, roles, seat limits

Add Team Member

Full Name

Role

Name	Role	Status	Last Active	Actions
You (Admin)	Admin	Admin	Now	—
Ericka	Marketer	Active	Today
Mike	Marketer	Active	Today
Angela	Nurse	Active	Today

Playbook Generator

Available on Max and Gold plans

🔒

Playbook Generator — Max & Gold

AI generates a custom weekly marketing strategy based on your market, team size, and admit goals.

Upgrade to Max →

Prospect Timeline

Complete interaction history with GPS stamps — click any note to expand

Analytics Dashboard

Admin only — aggregate performance metrics across your team

Total Prospects

Admitted This Month

Conversion Rate

30%

Lost This Month

Avg Days to Admit

8.4

Active Referral Sources

Pipeline Distribution

Inquiry4 (40%)

Pending Admission2 (20%)

Admitted3 (30%)

Lost1 (10%)

Monthly Trends (6 Months)

Month	New	Admitted	Lost	Conv%
Dec 25	4	1	1	25%
Jan 26	6	2	1	33%
Feb 26	5	1	2	20%
Mar 26	8	3	1	37%
Apr 26	9	3	2	33%
May 26	10	3	1	30%

Referral Source Performance

Source	Referrals Sent	Admissions	Conversion	Avg Days	Status
Baylor Hospital	12	7	58%	7.2	Hot
North Park Rehab	8	4	50%	9.1	Active
Physician Office	3	1	33%	14.0	Cold ⚠

Agency Performance

Admin only — leaderboard and team metrics for the current month

🥇 Top Marketer

Ericka

7 admits this month

Team Admissions

This month

Facility Visits

This week

On-Time Follow-Up

87%

Team average

Marketer Leaderboard — May 2026

Rank	Marketer	Admits	Prospects	Visits	Follow-Up %	Conversion	Score
🥇	Ericka North Dallas	7	13	13	92%	54%	94
🥈	Mike McKinney	4	8	8	78%	50%	71
🥉	Angela Plano / Allen	2	5	5	65%	40%	52

Individual Scorecards

Ericka9.4

Mike7.1

Angela5.2

Team Activity — This Week

Metric	Ericka	Mike	Angela
Facility Visits	13	8	5
Notes Logged	11	7	4
Miles Driven	186	126	82
Overdue Items	0	1	2
Cold Alerts	0	1	2

⚙️ Settings

Manage your profile, notifications, and subscription