Care CRM & Automation Packages | Vita Heritage Digital
Care-Sector CRM & Automation

The Care-Sector CRM & Automation System That Helps You Win More Private Enquiries

Vita Heritage Digital helps UK care providers capture enquiries, respond faster, automate follow-up, book assessments, request reviews and reduce admin — with systems built entirely around how care businesses operate.

Not sure which package is right for you?
Start with a free 30-minute Care Growth Audit. We review your current setup and recommend the right starting point — no obligation.

Book Free Audit →

Built for Every Corner of UK Care

Whether you run a single-branch domiciliary service or a multi-location care group, our systems are built around the way UK care businesses operate.

🏠

Domiciliary Care Providers

Automate enquiry follow-up, assessment bookings, review requests and recruitment so your care managers can focus on care delivery, not admin.

🏡

Live-In Care Providers

Convert more private live-in care enquiries with automated nurture sequences and a structured pipeline guiding families from first contact to signed contract.

🏢

Care Homes & Residential

Automate tour follow-up, bed enquiry nurture and review generation to maintain high occupancy and a strong reputation online.

🤝

Supported Living Providers

Build referral partner pipelines, automate local authority communications and keep your management team informed with real-time reporting.

🏥

Healthcare Clinics

Streamline appointment booking, patient follow-up, review requests and staff communication with a CRM that understands healthcare workflows.

📊

Care Group Directors

Consolidated reporting across multiple locations. See which branches are converting, where enquiries are stalling and what needs action — all in one dashboard.

Sound Familiar?

These are the problems we hear from care providers every week. If any of these apply to your business, we can help.

Enquiries going unanswered for hours or days

Families choose providers who respond fast. Without automation, you will always be too slow.

No system to follow up after the first call

Most families need 3–5 interactions before they commit. One touchpoint is never enough.

Missed calls with no text-back or callback system

When families cannot reach you, they move on. A missed-call text-back re-engages them instantly.

No visibility of enquiry pipeline or conversion rates

If you cannot see your pipeline, you cannot manage it. Blind spots cost you clients.

Struggling to generate Google reviews consistently

Reviews drive private enquiries. Without a review request system, your competitors get there first.

Recruitment pipeline falling apart after first contact

Good care staff go cold fast. Without automated follow-up, they accept offers elsewhere.

Admin consuming management time

Booking, chasing, reminding — all repetitive tasks that can be automated so your team focuses on people.

Cold enquiries never followed up

Your database holds potential clients. A reactivation campaign generates revenue from leads you already own.

Three Tiers. One Specialism. Built for Care.

Every package includes onboarding, setup and ongoing support. Choose the tier that fits your current stage of growth.

Tier 1

Care Growth Starter

Best for smaller care providers needing simple CRM and follow-up.

£197/month

+ £497 one-time setup fee

CRM setup & configuration
Enquiry pipeline
Enquiry capture form
Missed-call text-back
Basic follow-up sequence
Booking calendar
Google review request workflow
Basic reporting dashboard
Start with Starter
Tier 3

Care Growth Elite

Best for larger providers wanting advanced automation and AI.

£997/month

+ £3,000–£5,000 one-time setup fee

Everything in Pro, plus:
Multi-location or multi-service setup
AI chatbot or AI enquiry assistant
AI voice / missed-call recovery
Referral partner CRM
Advanced reporting
Integration planning & setup
Priority support
Quarterly growth review
Discuss Elite Setup

Not sure which tier is right for you? Book a free audit call → and we will recommend the right starting point.

From Audit to Automation in Four Steps

We handle the technical setup. You stay focused on care. Here is how we get you live.

1

Free Care Growth Audit

We review your enquiry process, digital presence and existing systems. You receive a written findings report.

2

Package & Onboarding

We agree the right package, begin setup and map your workflows around the way your business operates.

3

Build, Test & Go Live

We build your CRM, pipelines, automations and sequences. You review, approve and we go live together.

4

Ongoing Support & Growth

Monthly reporting, strategy calls and continuous optimisation. We grow with you as your business scales.

What Automation Looks Like in a Care Business

A real-world example of how the Care Growth Pro system works from first enquiry to signed contract.

Live-In Care Provider — Private Enquiry Journey

A family submits an enquiry through the website at 9pm on a Tuesday. Without Vita Heritage Digital, that enquiry sits in an inbox until Wednesday morning — and the family has already contacted two other providers.

With Care Growth Pro in place, here is what happens automatically:

Instant SMS acknowledgement sent to the family within 2 minutes
Lead created automatically in the CRM enquiry pipeline
Nurture email sequence begins — reassuring, informative, family-focused
Booking link sent for a free assessment call
Manager notified and task created for morning follow-up call
2 minAverage automated response time vs 4–72 hours without the system
3–5×More follow-up touchpoints delivered automatically
6–10 hrsAdmin time saved per week through automation
FullPipeline visibility — every enquiry tracked, nothing falls through

Frequently Asked Questions

Is there a long-term contract?
We ask for a minimum 3-month commitment to allow the systems to be fully set up and deliver results. After that, you are on a rolling monthly agreement with 30 days' notice.
Do I need to be technical to use this?
Not at all. We handle all technical setup. Your team will receive training tailored to their role — whether that is the manager, director or front-line admin staff.
We already use a CRM. Can you work with it?
In some cases, yes. We will assess your current setup during the audit. Where possible, we build on what you have. Where your current tools are limiting you, we will recommend a better fit.
How long does setup take?
The Starter package typically goes live within 2–3 weeks. The Pro package takes 4–6 weeks. Elite builds are scoped individually depending on complexity and number of locations.
Is this GDPR compliant?
Yes. All systems are built with GDPR compliance in mind — including consent collection, data handling, unsubscribe management and retention policies appropriate for the UK care sector.
Can I upgrade between tiers?
Absolutely. Many clients start on Starter and upgrade to Pro as their business grows. All systems are built to scale — upgrading is smooth with no need to rebuild from scratch.

Ready to Improve Your Enquiry Follow-Up?

Start with a free 30-minute Care Growth Audit and discover exactly how many enquiries your business could be converting — and what to do about it.