CoPilot CRM + Growth Intelligence
Hospice CRM built for growth visibility
Give sales leaders one clear view of rep activity, referral movement, account performance, territory opportunity, and admission outcomes — with intelligence that helps reps and leaders know what to do next.
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Which referral sources need a next-step strategy before the week ends?
Customer Relationship Management built around hospice growth
Most CRMs were not built for hospice sales leaders. They store notes, but they do not always show what is happening across referral accounts, rep activity, intake movement, and admission outcomes.
CoPilot connects the work of the field sales team to the operational outcomes leaders care about — so activity, referrals, admissions, and account strategy live in one clear operating view.
What CoPilot helps sales leaders see
Sales Overview Dashboard
Track month-to-date sales performance by team and by rep — including visits, accounts, active referrals, admissions, conversion trends, referral sources, and referral status.
- Compare team and individual rep activity
- See referral volume, admission conversion, and status
- Identify which referral sources are producing movement
- Spot activity gaps before they become census gaps
Core CoPilot capabilities
Referral-to-Admission Pipeline
Connect sales activity to intake movement so leaders can see where referrals are converting, stalling, or falling out.
Manager Prompting Intelligence
Surface specific coaching prompts based on account activity, referral trends, visit history, and follow-up gaps.
Automatic Account Grading
Help leaders and reps prioritize A, B, and C accounts based on relationship strength, referral behavior, and visit recency.
Rep Activity + Follow-Up Visibility
See overdue follow-ups, stale accounts, recent visits, and the next actions that need attention.
Territory Mapping
Plot referral accounts geographically to visualize coverage, account density, route planning, and growth opportunity by market.
Market Intelligence
Add lightweight competitive and market context without requiring an expensive custom analytics build.
Referral movement, not just sales notes
CoPilot helps leaders see what happens after referral conversations: what entered the pipeline, what converted to admission, what stalled, and what needs follow-up.
Manager prompts that point to action
Instead of digging through notes before every meeting, sales leaders can walk into huddles and 1:1s with the next coaching move already surfaced.
Built for rep adoption
Rep adoption is where most CRMs struggle. CoPilot is designed to make documentation easier for reps in the field — not add another administrative burden after a long day of visits.
- Mobile-friendly access for field reps
- Voice-to-text visit documentation
- Referral-source recaps and account insights
- Easier follow-up tracking and next-step visibility
Territory mapping that supports field execution
Visualize where accounts are, which markets are active, and where coverage gaps may exist — without commissioning a custom mapping build.
Lightweight market intelligence
CoPilot gives leaders practical market context inside the sales workflow, helping them understand referral opportunity, competitive pressure, and where to focus next.
It is not a separate BI project. It is growth intelligence designed for the way hospice sales leaders actually manage the field.
How CoPilot works with PULSE
PULSE gives reps and leaders the sales training system. CoPilot gives them the operating view to reinforce it — activity, account grading, referral movement, coaching prompts, and follow-up visibility in one place.
Ready to see CoPilot in action?
Let’s walk through how CoPilot can help your sales leaders manage activity, coach reps, and track referral-to-admission performance with more clarity.
SEE COPILOT IN ACTION