PointClickCare’s Assisted Living CRM: Real-Time, Comprehensive
Pipeline Management
PointClickCare’s Assisted Living CRM (Customer Relationship Management) software can increase your community’s occupancy and improve your bottom line while eliminating inefficient and manual processes with tools to track inquiries, manage leads, and provide real-time visibility into your pipeline.
Gain Complete Visibility into Your Sales and Marketing Initiatives
Track Inquiries
Gain access to dashboards that provide key metrics at-a-glance to help you understand which sources and activities are building a prospect pipeline.
Manage Leads
Maximize your sales and marketing efforts with the help of our lead activity and conversion tracking monitor.
Real-Time Visibility
Gain occupancy insights into your assisted living community, including access to leads and prospects in real-time from anywhere you are.
Reporting functionality and dashboards to maximize your community’s efforts
Access customizable snapshots and reports related to your open leads, their sources, conversion rates, and more. Plus, you can easily export the data and review the details to understand which sources and activities are helping create a pipeline.
Automation to help speed up the move-in process
Save time and reduce manual data entry with automated processes that easily create and send move-in documents directly from PointClickCare’s EHR software. Our CRM seamlessly integrates with Document Manager and other key systems, allowing for a smoother, more efficient move-in process and enhancing both staff productivity and resident satisfaction.
Scheduling tool to assign staff activities to complete
Help staff build healthy relationships with prospective residents through effective communication by giving them visibility into all their assigned activities, current and past, including emails, calls, and tours.