Field CRM for rehab, home health and hospice liaisons
You weren’t hired to do data entry.You were hired to sell.
FieldLiaison is a phone-first CRM for clinical liaisons. Plan the day around your referral sources, log the visit at the door, and let the miles count themselves.
The 8.7M+ NPI provider directory is already loaded, so your territory exists the first time you sign in.
- 14 days free
- No credit card
- One seat minimum
No credit card
Not to start, and not on day seven either. Sign in with Google and go.
One seat is a real plan
No three-rep minimum, no five-rep minimum, and no annual contract just to find out what it costs.
$49 a seat
Published further down this page, next to what you get for it.
Why the last CRM went quiet
The visits happen. The record of them doesn’t.
A liaison runs eight stops, has a real conversation with a discharge planner, promises to send something over, and writes it on the back of a business card. That card is supposed to become a CRM entry by the end of the night. Sometimes it does.
Then Monday comes, the owner asks who has been into the SNF on the north side lately, and the only available answer is what people remember. That isn’t a discipline problem. Most of these tools were built for someone sitting at a desk with two free hands, and a liaison has neither. So the team goes back to the spreadsheet.
Logged at 9pm, or not at all
By the time the note gets typed it’s three words long, and the detail worth having is already gone.
The follow-up you promised
You said you’d get back to her about the auth question. It’s on a business card in a cupholder.
Miles rebuilt from memory
Sunday night with a map open, guessing at last Tuesday’s route, rounding in whichever direction feels defensible.
The Monday question
An owner asks what happened last week and gets a summary of what the team recalls, not a record of what the team did.
Inside the app
Built for the part of the job that happens in a car.
Real screens from the product, not mockups. The numbers come from a demo account — one rep’s week in a Baltimore territory.
The morning
Today’s route, decided before you pull out of the lot
Open the app and the day is already ordered: which referral sources are due, how far apart they sit, and what’s still open at each one. One tap hands the route to Google Maps or Apple Maps. If a stop falls through at ten in the morning, skip it and keep moving.
The territory
Your territory is already in here
Search 8.7M+ NPI records by city, state or name, and add a clinic to your markets in a tap. There is no import project standing between signing up and the first visit.
The doorway
Log it in the parking lot
One button opens four things: log a visit, set a task, schedule an event, drop a note. Type what was said, set the next step, and you’re finished before you’re back on the road. A dead signal inside the building doesn’t stop you — it saves on the phone and syncs once you’re out. Whatever you promised turns up in the follow-up box afterwards, sorted by what’s due today and what’s already late.
The paperwork
Mileage counts itself
Start the trip and the miles between stops get recorded as you drive them, which is the difference between a mileage log and a Sunday-night estimate. Your period total is there when you need it, and exports to CSV or Excel.
For whoever signs the invoice
See the week without asking anyone how it went.
One screen holds the team’s visits, how many separate referral sources got touched, the activity trend, and how much of the territory is hot, warm or never visited. It fills in as reps work and stays empty if they don’t.
That makes the first two weeks a real adoption test. The question worth asking isn’t whether the software works, it’s whether anyone opens it — and you’ll know by about day four without having paid anything.
- 14 days free
- No credit card
- One seat minimum
Per rep, without the interrogation
Visits, referral sources touched, hours in the field and miles, side by side. The Monday conversation stops being “what did you do” and starts being “this clinic has gone quiet, what happened there.”
Territory health, not just activity
Which accounts are hot, which are cooling, and which parts of the map nobody has been to. A rep can be busy all week and still be circling the same six clinics, and activity counts alone won’t show you that.
Your reps see the same screen
A rep’s own performance view is built from the same activity your overview is built from. Nothing on your screen is hidden from the person it’s about.
Location, stated plainly
Mileage can’t count itself without location, so yes, location is part of this. A manager sees the day’s planned stops, the visits that got logged, mileage totals, and a rep’s last known location on the team map. Say that to your team before you roll it out rather than after.
Honest comparison
Where we win, and where we don’t.
The habit in this category is to hide the number. Of the seventeen post-acute products we checked, fourteen make you talk to a person before you learn what it costs. That’s the whole reason this page shows a price.
| Criterion | FieldLiaison | Badger Maps | Map My Customers | SPOTIO |
|---|---|---|---|---|
| Price published on the site | FieldLiaison:Yes — $49 / $79 per seat | Badger Maps:Yes — $69 / $109 per user | Map My Customers:Yes — $99 / $139 / $199 per user | SPOTIO:No — quote only |
| Free trial without a credit card | FieldLiaison:14 days, no card | Badger Maps:14 days, but card-free for only the first 7 | Map My Customers:No trial — guided demo first | SPOTIO:No trial |
| Seat minimum | FieldLiaison:1 — billed for seats in use | Badger Maps:None on core tiers | Map My Customers:3, 10 or 35 depending on tier | SPOTIO:5 reps |
| Contract | FieldLiaison:Monthly or annual | Badger Maps:Monthly or annual | Map My Customers:12 months, annual billing only | SPOTIO:Annual — reported, not published |
| Setup or implementation fee | FieldLiaison:None | Badger Maps:None — setup and training included | Map My Customers:Not published either way | SPOTIO:Quoted separately, amount not published |
| Provider directory included | FieldLiaison:8.7M+ NPI records | Badger Maps:Import your own; 2,000-record cap on Business | Map My Customers:None listed | SPOTIO:None listed |
| Pages for rehab, home health or hospice | FieldLiaison:The only verticals we build for | Badger Maps:Home health — no rehab, no hospice | Map My Customers:Enterprise medtech only | SPOTIO:One medical device and pharma page |
Competitor pricing and terms taken from their own public pages, checked 3 August 2026.
Pricing
$49 a seat. One seat is a real plan.
No seat minimum, no setup fee, and no annual commitment required to start. You are billed for the seats you actually use. The 14 days are free and never ask for a card, so a first bill only exists if you decide there should be one.
Starter
One liaison, or a pair of them.
$49per seat / month
$39 per seat if you pay annually.
Start the 14-day trial- Route planning, handed off to Google or Apple Maps
- Visit, call and note logging — saves without a signal
- Automatic mileage, with a CSV or Excel export
- The 8.7M+ NPI provider directory
- Follow-up reminders
Growth
The tier an owner buys.
$79per seat / month
$63 per seat if you pay annually.
Start the 14-day trial- Everything in Starter
- Manager overview and team activity feed
- Team map and territory assignment
- Per-rep performance reporting
- Salesforce integration
- 14 days free
- No credit card
- One seat minimum
Annual is worth taking after the trial, not before it. We would rather you pay monthly for three months and stay than sign for a year and regret it in March.
Every trial includes an onboarding call
One-on-one, and we’ll get your accounts loaded on it. It happens after you’re already using the product — you never have to sit through a call just to see the thing.
Objections
The questions an owner actually asks.
Short answers. Where we don’t have proof yet, we say so instead of dressing it up.
My reps won’t use it.
That’s the objection that kills deals in this category. Map My Customers leads its homepage with “90%+ rep adoption”, which tells you how often they hear it too. Our answer isn’t a promise, it’s the shape of the trial: 14 days, no card, put it in front of two reps and watch the manager overview. If it stays empty, you found that out for free.
We already log referrals in WellSky, or Home Care Home Base.
Fair, and for intake that’s the right place for them. Those are referral-management modules inside an EHR. They don’t order a liaison’s morning around who is due, they don’t keep working inside a building with no signal, and they don’t produce a mileage log. Plenty of agencies will run both, and we’d rather say that than pretend you should rip out your EHR.
Will my reps think I’m tracking them?
Some of them will, and it’s worth getting ahead of. Location is used to measure a trip and to put a stop on the map. A manager sees planned stops, logged visits, mileage totals, and a rep’s last known location on the team map. Reps see the same numbers about themselves on their own screen. The best version of this rollout is showing a rep the manager view during the trial and letting them argue with it while nobody is paying yet.
Is our data safe?
The honest version: FieldLiaison is a sales record, not a clinical one. What lives in it is clinics, contacts, visits and next steps. We’re not asking you to put patient information into it and the product isn’t built for that. If your compliance officer needs a signed BAA before your team touches a new vendor, email us and we’ll tell you exactly where we stand in writing. We’d rather do that than put a compliance badge on a marketing page.
How long until we’re actually using it?
Sign in with Google, search your city in the directory, and add the clinics you already call on. That part takes minutes, because the 8.7M+ NPI records are already loaded. If you keep accounts in a spreadsheet, send it over and we’ll load it for you on the onboarding call. Map My Customers tells buyers to plan for two to four weeks to go live. This isn’t that kind of setup.
Who else uses you?
We’re early. Our first customer is a small rehab company, and we would rather tell you that than put up a wall of logos we haven’t earned. It’s also why the trial is free, doesn’t ask for a card, and nothing on the way in is annual — you can find out whether your reps will use it without taking our word for anything.
Put it in two reps’ hands for two weeks.
Then open the manager screen and decide from what’s on it.
Sign in with Google, pull your clinics out of the directory, and run one real week on it. There’s no card on file, so there’s nothing to cancel if it doesn’t stick. If it does, the price is already on this page and one seat is a real plan.
14 days free
Full product, no feature gates during the trial.
No credit card
Not to start, and not partway through.
Onboarding call included
Booked after you’re in the product, not before.