For small & medium-sized agencies

From Excel chaos to a system that thinks ahead.

Client list in Excel, contracts in Word, rotations on paper, knowledge in people's heads? That is how most agencies work - until the first sick day in the office. HerzensManagement is the one place where everything comes together. From €7 per client per month.

Book a demo See pricing
HerzensManagement dashboard - your agency's start screen

A morning in your agency - for once without scraps of paper.

One continuous case, from the first enquiry to the paid invoice.

9:00

A family calls.

Instead of forwarding emails and writing notes: create the client - or send the family the self-onboarding link, and they fill in the profile and assessment themselves.

See clients & caregivers →
Client profile with complete master data
9:30

Who is a good fit for Mrs Steiner?

Instead of leafing through three folders: ask the AI search - “caregivers who are available at weekends”. 82 results, clickable.

See AI search →
AI search with 82 caregivers found
10:00

Request sent, replies in view.

Instead of a call list: a placement request with criteria, every invitation with its status - visible to the whole team.

See placement →
Invitation pipeline with status per candidate
10:30

The rotation plans itself.

The start date and rotation length are in the contract - the system generates the rotations, changeover days included.

See rotation planning →
Automatically generated rotations in the timeline
11:00

The contract fills itself in.

Your own template, filled from the profile with one click, sent to the family's mobile phone for signing.

See documents →
List of the agency's own document templates
On the first of the month

It just happens.

The scheduler creates and sends the family invoices on its own; you only see the payment status.

See invoicing →
Invoice list with payment status and BMD export (export for the Austrian accounting software BMD)

And if the colleague who knows everything is off sick?

The contact log is your agency's shared memory: every phone call, every visit, every WhatsApp message as a structured entry on the right record.

Every change remains traceable, and everything is backed up every night. Your agency's knowledge no longer depends on a single person.

Contact log as the team's shared memory

Does it pay off for a small agency?

From €7 per client per month, full package €11. An agency with 30 clients pays €330 a month for the full package - less than one day of office work. No setup fee, no minimum size.

See all prices

And what about switching?

You do not have to change everything at once. We take over your existing lists - your team is up and running in 7 days. Coming from another software? Then our terms for agencies switching from another system apply.

“HerzensManagement was developed together with leading Austrian care agencies - every feature comes from real everyday agency work.”
The Herzens team, Graz

30 minutes that save your administration years.

Bring your Excel list - we will show you your own cases in the system.

Book a demo See all features

Made in Austria. In use in Austria, Germany and Switzerland.