Customer Relationship Management (CRM)

CRM (customer relationship manager) is an easy-to-use tool that helps skilled nursing and senior living providers simplify the processes that lead to referrals becoming residents.

Enhance Lead Management Efficiency


Increase your ability to turn leads into residents more effectively. With CRM, leads and referral sources can be proactively managed for enhanced efficiency and results.

Track leads better with a centralized system to manage and evaluate lead activity. Follow-up task assignment capabilities are provided to ensure leads are received and processed in a timely manner by the right staff. Available eReferral integration provides an automatic stream of leads to work on.

Increase Profitability


Protect your bottom line from the risk of non-payment and taking on residents whose needs may exceed your capabilities.

Integration with Eligibility Verification allows for checking a potential resident's coverage prior to admission, ensuring potential residents can pay for services. Included resident needs and preference matching capabilities also ensure residents are placed in the right setting to deliver the care and services appropriate to their needs.

Meet Occupancy Goals


Gain market intelligence to focus on higher value referral sources and direct your resident recruitment activity.

Embedded reporting provides sales and marketing insights to identify high value referral sources and where to focus marketing efforts. Referral management tools to track all activities and programs in motion keep occupancy rates up with the desired population composition. ​

CRM solves challenges in these industry sectors:

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