If Salesforce is where your organization runs, Carelu makes the intake side of it real. Salesforce is built to hold the pipeline; Carelu is built to fill it. It answers every family the moment they reach out, completes intake conversationally, verifies insurance, gathers documents and consents, and then delivers the admitted family into Salesforce as a complete, mapped record. Your team opens Salesforce to work that is already done.
Salesforce is the market-leading enterprise CRM — customizable objects and pipelines, automation with Flow, reporting, and a vast app ecosystem. Health-focused editions add care-coordination and patient-relationship tooling. Powerful and configurable; it requires setup and administration to operate. (Based on public information; verify current capabilities with the vendor.)
Carelu adds the intake layer in front of Salesforce: 24/7 instant response on phone, chat, form, and text; qualification and insurance verification at first contact; conversational document and consent collection with automatic follow-up; and waitlist nurture. Every admitted family lands in Salesforce with the full record, source, and consents attached — mapped to your fields, not a generic export.
Phone, chat, web form, or text — any hour. Carelu answers in seconds, in English or Spanish.
Diagnosis status, location, availability, and insurance — verified up front, while the family is engaged.
Insurance cards, diagnosis reports, consents — gathered conversationally with automatic follow-up on anything missing.
The complete intake syncs into your Salesforce objects with field-level mapping. Stage changes flow through as the family moves, so reports stay true.
Third-party capabilities summarized at category level from public information — verify specifics with the vendor.
No — they're complementary. Salesforce is your system of record across the organization; Carelu is the intake layer in front of it. Carelu can also serve as the intake CRM for teams without one, but if you run Salesforce, keep it.
Carelu delivers each completed intake into Salesforce with field-level mapping to your standard or custom objects, and supports webhooks for custom flows. Onboarding maps Carelu's intake fields — family, child, insurance, documents, consents, source — to the Salesforce fields your team already reports on.
Whatever your intake record needs: contact details, the child's information, diagnosis status, insurance and verification results, uploaded documents, consent records, lead source and campaign, and the current intake stage. Mappings are set once and applied to every record.
Yes. Carelu is HIPAA-compliant and SOC 2 Type II, signs a BAA, and connects to Salesforce directly — no consumer automation tools carrying PHI in between. Your security team can review the data flow before anything is connected.
Your platform, plus a front office that never sleeps.
See Carelu answer, qualify, and admit a family end to end — and deliver the finished record into Salesforce.
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