See every client inquiry, every caregiver shift, and every open task in one view, so your team always knows what's next.
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From first call to first visit, one record carries every detail forward — no re-entry, no repeated questions.
Record a conversation and watch the CRM fill itself. Key details captured automatically, so your team stays present.
Records the consult call, matches a caregiver, and books the in-home visit — all while your team stays focused on the family, not the paperwork.
Automated follow-up so no family waits more than a few hours for a human reply.
Transcript, matched caregivers, rate band, and assessment booking — all from one call.
Book the next step from the live calendar while the family is still on the call.
Lead → Consult → Assessment → Contract. Every stage in one clean view.
Jessica, an agency owner, gets a call from Katie, the daughter of Christina. By the end of their conversation, a record with Christina's care needs is created, three caregivers are matched, and the in-home assessment is already on the calendar.
Katie is requesting extra care hours for her mother while she is out of town next week. baylily automatically suggests the best-fit caregivers for Christina. Jessica offers the shift to Maria from the same screen — zero phone calls.
Jessica opens her baylily dashboard and sees how the agency performed last week and what's on the to-do list for this week in one glance. She can now make informed decisions about caregiver scheduling, family requests, open invoices, and compliance status without touching multiple surfaces.
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We'll walk you through a live consult call, real-time caregiver matching, and a personalized dashboard, using your own workflow as the guide.
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