Home care, automated
The problem we solve
We exist to make your operations a "breeze" (get it?).
We are your pocket expert in efficiency so that you can be an expert in senior care.
What we integrate
How do we serve you?
Breeze Ops is your automation partner. We take your day to day work and make it smarter.
Our job is to eliminate your administrative work so your team can focus on care.
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Fully Custom Solution
We tailor your software and processes to work exactly how you want.
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AI, Automation & Integration Experts
We optimize your tools to enhance efficiency and accuracy.
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Done-for-You Service
You request it, we handle it. No hassle, no extra work for your team.
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Training & Process Support
We train your staff, document workflows, and manage the heavy lifting so they can focus on what only people can do.
What’s Included
Home Care Tools, One platform
How We Support You
Custom integrations to work alongside the platforms you already have
Tailored automations, dashboards and software integrations
Fully done-for-you setup, no DIY or tinkering required
Process documentation + hands-on team training
Ongoing support to evolve your system as you grow
Ongoing Support Includes
Integrating and connecting to other software
Creating dashboards to display the info you need
Building new automations to save time
Updating processes and systems as things shift
Training new staff as they come on board
Fixing bugs and helping with any platform updates
From Kickoff to Launch
How It Works
Phase 1
Platform Setup
We create your Monday.com account and onboard your staff
We build the initial framework, ensuring all essential automations and foundational structures are in place.
We introduce ourselves to your office team, outlining what to expect over the next 6-8 weeks.
We establish a key contact within your business to oversee progress, approve custom requests, and ensure alignment with your agency’s mission.
Phase 2-7
We collaborate closely with your office staff to understand workflows, integrate necessary software, and tailor the platform to meet your specific business needs.
Phase 2 – Recruitment
Optimize hiring processes and applicant tracking.
Phase 3 – CRM
Enhance lead management and outreach strategies.
Phase 4 – Client & Caregiver Retention
Automate engagement and follow-ups.
Phase 5 – Scheduling & Matching
Streamline caregiver and client coordination.
Phase 6 – Caregiver & Client Management
Centralize records, compliance, and documentation.
Phase 7 – Business Management
Track KPIs, goals, and performance metrics.
Phase 8
Final Review & Completion
We conduct a full platform review to ensure everything runs smoothly.
Any remaining training and refinements are completed.
We obtain final approval from the designated point person and the owner/operator before wrapping up.
Your system is now fully optimized, automated, and ready to enhance efficiency across your agency
Pricing
Let’s Talk Numbers
We build YOUR platform, so every feature matches YOUR way of caring for others.
We bill on a simple 5 tiered seat structure, no hidden fees or guesswork.
FAQ’s
You Asked, We Answered
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Breeze Ops is your tech-savvy operations partner, specializing in automating and integrating home care software. We streamline your dashboards, workflows, and processes so your team can focus on delivering quality care, not paperwork. Our goal is to optimize operations and make everything run seamlessly, exactly how you need it.
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We streamline your systems into a single, powerful platform, Monday.com. Our meticulous 8-week process ensures a seamless transition, so you don’t have to worry about the heavy lifting. Week by week, we migrate your data, set up essential automations, and provide hands-on training for your team, ensuring everything runs smoothly from day one.
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CRM & Lead Management – Track referrals, manage leads, automate email/text campaigns, and schedule assessments for seamless client onboarding.
Applicant Tracking (ATS) – Automate messaging, scheduling, and applicant matching while tracking referral data for smarter hiring.
Project & Task Management – Keep teams aligned with automated to-do lists, reminders, and customized dashboards per project, team, or department.
HR & Retention Management – Improve caregiver and office staff retention with automated compliance tracking, milestone reminders, and satisfaction dashboards.
Client & Caregiver Retention – Enhance engagement with automated surveys, recurring touchpoints, and retention dashboards to optimize client and caregiver experiences.
Entrepreneurial Operating System (EOS) Tools – Streamline operations with L10 meeting agendas, quarterly review templates, KPI tracking, and team management tools.
Time Tracking & Financial Planning – Integrate with accounting software, track KPIs, compare financials, and manage digital punch cards effortlessly.
Event & Asset Management – Plan events with automated workflows, manage company assets, schedule fleet maintenance, and track ROI across locations. -
Initial Deposit $4,999
We handle the entire transition to Monday.com, ensuring a seamless transfer of your data. Our team customizes integrations, automations, and systems to align perfectly with your workflows, optimizing efficiency and streamlining operations.
Completion of Platform $4,999
We document all your systems and processes, so you don’t have to. Our team provides comprehensive training for your staff and ensures every question is answered for a smooth transition.
Monthly Subscription (optional) $99/Seat
Think of us as your tech-savvy operations partner, always within reach. Have an idea you want to bring to life? We’ve got it covered. Need to train a new team member? Consider it done. With our monthly subscription, you get unlimited access to the Breeze Ops team, whenever you need us.
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Monday.com is an international, publicly traded company which requires firm privacy and security standards.
Breeze Operations subscribes to their Enterprise plan which is HIPAA compliant and receives their top security measures.
**Utilizing Breeze Operations for your service requires you to have the Enterprise account as it is HIPAA compliant**
As a partner with your company, we have no issue signing documents like NDAs in the accomplishment of your work.
See Monday.com’s 12 page Security FAQ here
Fill out this form to receive their “Assurance Package”
For all Security information, visit their Trust Center
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Check out this 2 min video of a tool we made for a CFO!
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Monday.com integrations connect Monday.com with other software tools, allowing data to flow seamlessly between platforms. Instead of manually updating multiple systems, integrations automate tasks, sync information, and streamline workflows.
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We set up a dedicated Make.com login for your administrator, ensuring that access is securely limited to the designated user.
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Make.com is an international integration service that abides by international security and privacy policy.
Breeze Operations does not store or access any login information. We are either given specific, limited access in order to run reports, or invite one of your teammates to our Make.com account to login in securely yourself.
As a partner with your company, we have no issue signing documents like NDAs in the accomplishment of your work.
See Make.com’s Security Page here
We have also highlighted relevant security information provided in Make.com’s Whitepaper report here
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Have questions? Let’s chat!
Or email us today at support@breezeops.com