More leases close on Yardi
Senior CRM IQ
Power your sales and marketing with customer relationship management technology
Nurture your leads, maximize occupancy and improve resident retention with a mobile-friendly CRM solution designed for senior living.
Senior Living Connects on Yardi
Reduce costs and optimize care when you connect CRM with all facets of your senior living operations – including property management, accounting, marketing, electronic leasing, online resident services, EHR, business intelligence and mobile tools.
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Centralize Communications
Enjoy a convenient hub for managing all communications with prospective residents. Easily make calls, send emails and deliver texts — and review your conversations at any moment.
Quickly and easily check for duplicate contacts. Benefit from activities that are created automatically with each new communication.
Generate Electronic Leases
Save time on paperwork and streamline resident move-ins with custom electronic leases. Access intuitive workflows for every step of the leasing process — all on a single page.
Empower teams with data available at their fingertips. Real-time integration in the Yardi Senior Living Suite ensures sales counselors always have the latest rates and unit information, as well as the assessment level of care recommendation with the appropriate charges. This allows for creating move-in proposals that accurately reflect care costs.
Unlock Intuitive Dashboards
Manage your digital forms in one place with a comprehensive dashboard that shows every signature document and its various stages. Approvers can quickly filter their action items for easy review.
Increase efficiency with centralized dashboards for managing waitlists, occupancy, campaigns and more.
Optimize Lead Management
Boost performance by guiding sales teams through the entire prospect journey. Benefit from seamless automation for common tasks at every stage, from lead all the way to move-in, as well as an easy-to-access prospect overview page.
Automated workflows allow sales counselors to proceed strategically to close deals depending on where each prospect is within the sales cycle.
Improve Resident Retention
Share the resident story with everyone from sales to caregivers and management, improving services and boosting retention as a result.
Explore the value of one interconnected database. Prospect care needs collected by sales counselors during move-in flow seamlessly to Yardi EHR, helping caregivers forecast care staffing needs and provide the best care.
Quintin King
President
Brightwater Senior Living
“The feature in CRM that’s most valuable is the dashboard — the information that tells us what’s going on at a moment in time.”
Streamline Competitive Analysis
Centralize competitor data, simplify reporting and compare your communities quickly and efficiently. You enter competitor information directly in the platform then unlock insights that live in one secure place.
Highlight the major differences between you and your competitors, with the option to customize fields based on which categories you prefer to grade competitors on. View and edit competitor data with ease once it’s been inputted. Stay in the know with the ability to track specific competitors in your lost lead analysis.
Go Mobile
Achieve full visibility in real time with the Senior CRM mobile app while on the go, now available in the iTunes App Store and Google Play Store.