Agentic CRM
Turn every morning into a priority queue.
Scheduled calls, risk extraction, baseline comparison, draft records, approval, and family communication become one operating loop.
01
Priority queue
Red and yellow cases surface first, with reasons.
02
Patient timeline
Calls, files, risks, and approved notes stay connected.
03
Record drafting
Monitoring records, family updates, and follow-up tasks.
04
File intake
Build the CRM from Excel, CSV, and folder drops.
The command center
The actual screens care managers work in.
Today’s monitoring queueLast updated 7:32
Search patients
RED
Hanako Tanaka
Mentioned chest pain. Same-day follow-up required.
YELLOW
Kazuko Suzuki
Medication uncertainty. Check within 24 hours.
GREEN
Kumi Nakamura
Sleep, meals, and medication on track.
GREEN
Ichiro Kobayashi
Routine check-in. Draft record ready.
9:41CareOS
Family update
TodayStable today
Sleep, meals, medication on track. Mild back pain queued.
Call in progress · Hanako