ResiCRMComing soon
ResiCRM is the sales CRM we're building to sit in front of ResiOnboarding and ResiConnect. What your sales team learns on the first call should still be there on move-in day, and in month six.
One resident, three products
ResiOnboarding and ResiConnect already cover the move-in and the months after it. ResiCRM will add the start of the journey, so a resident's record begins at the first inquiry.
01 · Inquiry to deposit
Inquiries, tours, staycations and follow-up, in a CRM built for senior living sales teams.
02 · Deposit to day 90
One move-in plan for every department, a resident and family portal, and check-ins at day 5, 30 and 90.
Explore ResiOnboarding03 · Life in the community
Events, rides, dining, announcements, surveys and an engagement score that shows who needs a personal invite.
Explore ResiConnectStaycations
For many families, the decision comes after a short trial stay: a few nights of meals, activities and neighbors. ResiCRM is being built to plan the whole staycation, give every department its part, and connect the stay to the prospect's record and the deposit that follows.
Pick the dates, the apartment and who's coming, from a few nights to a few weeks.
Housekeeping, dining, wellness and maintenance each get their checklist before arrival.
Schedule activities and the directors your prospect should meet while they're here.
The stay stays on the prospect's record, so you can see which staycations turn into move-ins.
In development
ResiCRM isn't available yet. Here is what's in the build today, designed around how senior living sales teams actually work. Features and timing may change as we build it with operators.
The problem
Most communities run sales in one system and everything after the deposit in others. Flip each card to see what ResiCRM is being designed to change.
Today:Sales learns the details that matter: the late husband, the garden she misses, the son who handles the paperwork. On move-in day, the rest of the team starts from scratch.
Today:Names, contacts, apartment and move-in date go into the CRM, then the move-in paperwork, then whatever the community uses after that. Every copy is a chance for a mistake.
Today:The sale closes and the handoff to operations happens in an email, a binder or a hallway conversation. Departments learn about the move-in late.
Today:Sales reports stop at the deposit, and engagement reports start after move-in. It is hard to see which referral sources bring residents who settle in and stay.
Coming soon
Tell us a little about your communities and how you manage sales today. We'll let you know when ResiCRM is available, and your answers help shape what we build first.
Looking for move-in software now? Request a ResiOnboarding demo