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HOME CARE CLIENT STORY AI-Powered Phone System · Omnichannel Contact Center · Call Analytics

One AI platform for phones and contact center, built to grow with a home care agency

A fast-growing Central Florida agency needed a phone system that could give its marketing agency real call analytics. We introduced an AI-powered platform, and when the agency acquired another, its sales team moved to omnichannel contact center seats on the same system.

A home care nurse holding hands and laughing with an older woman
THE RESULT 1 platform for phone system and contact center seats
1Platform for unified communications and contact center seats
AIAgentic AI, call recaps, transcription and coaching cards
OmnichannelContact center seats added for the sales team after an acquisition
THE CLIENT

When you invest heavily in marketing, every call should tell you what’s working.

Our client is a rapidly growing home care agency in Central Florida. It invests heavily in marketing and wanted a phone system that could give its marketing agency the analytics it needs to drive the business forward. We worked with its operations and sales teams to develop a communications strategy that met all their needs.

The challenges

  • Marketing needed better data

    The agency invests heavily in marketing, and its marketing agency needed call analytics to drive the business forward.

  • Different teams, different needs

    Operations, sales and scheduling each needed communication tools that fit how they work.

  • Rapid growth

    A fast-growing agency needed a platform that could grow with it, without adding complexity.

THE SOLUTIONS

What we did

We worked side by side with the operations and sales teams to develop a communications strategy that met all their needs.

AI-powered unified communications

We introduced a provider offering the most advanced AI-powered features:

Analytics for marketing

Call data and analytics that give the agency’s marketing partner what it needs to drive the business forward.

Omnichannel contact center seats

A few months after implementation, the agency acquired another agency and upgraded its sales team to omnichannel contact center seats.

One platform for everything

Unified communications seats and contact center seats run on the same platform.

THE RESULTS

What changed

  • Powerful analytics for leadershipLeaders see data across unified communications and contact center seats in one place.
  • Simpler managementOne platform for every seat, instead of separate systems to manage.
  • Coaching built inCoaching cards support the sales and scheduling teams on their calls.
  • Ready for growthWhen the agency acquired another, it added contact center seats without changing platforms.
KEY TAKEAWAY

Choosing the right platform first made growth simple: after an acquisition, the agency added omnichannel contact center seats on the same AI system, giving leadership powerful analytics and simpler management.

RESULTS ARE THE PROOF. RELATIONSHIPS ARE THE REASON.

Is your phone system keeping up with your marketing?

Let’s build a communications strategy that gives your marketing, sales and scheduling teams the data they need.