Senior Living CRM
Senior Living CRM for the daughter who called on Tuesday and is touring somewhere else on Saturday.
Senior Living CRM here is a lead board, not a full sales system. Reputation gets you the enquiry. The board turns it into a move-in. Census Mastery gives every community a board for its enquiries, a form for its website, a morning list of who needs a call today, and, on Full Census and Waitlist, a one-click ask for a review once the family has moved in. The board itself is on every plan.
See my pipelineScroll to the right to see more data
Illustrative sample data in the Census Mastery interface.
CRM for senior living
A family enquires by phone, by your website form, or from a referral. Their card lands in “New enquiry.” It records the contact, the resident’s name and relationship, the care they are looking for, how they expect to pay (private pay, Medicaid, VA aid and attendance, long-term care insurance, Medicare short stay), timeline, source and owner. You move it as it goes: tour booked, toured, hot, warm, cold, moved in, or lost, logging calls, notes, emails, texts and tours with the next follow-up date on every card. Operators with several communities get one cross-community leads page so nobody’s enquiry is sitting in a building you did not check today.
- Public enquiry form link for your website or your Google profile
- Notes and a next-follow-up date on every family
- CSV import for the enquiries you already have, and export any time
- Cross-community leads page on Waitlist
Scroll to the right to see more data
Illustrative sample data in the Census Mastery interface.
Senior living CRM software
Every morning, one email: who needs a call today and whose follow-up is overdue. It is the list a good sales director would write on the whiteboard, for a community that does not have a sales director. The list view gives you the same families as a table, with search, and a CSV export whenever your owner asks for the numbers.
Scroll to the right to see more data
Illustrative sample data in the Census Mastery interface.
Assisted living CRM
A family that moved in 30 days ago is the family most likely to write you a review, and the family most likely to answer a survey honestly. Census Mastery asks them for you, once, automatically, from the pipeline, on the day you choose. One click on any card sends a review request or a survey by hand. The enquiry board and the review request are the same system, so once the automatic ask is on, every move-in is asked without anyone having to remember.
Senior care CRM
The pipeline holds what you type and the enquiries families send from your website: the family’s name, contact details, notes and status. Census Mastery reads public pages and Google for everything else it does. No resident health information belongs in the pipeline and the reply drafts will never reference any.
Why it matters
The average senior living enquiry is a daughter with a deadline, three tours booked and a phone that has not stopped. The community that calls back first, with something useful to say, gets the tour. The pipeline exists to make sure that community is yours.
“Absolutely reliable reporting and extremely detailed insights. Ronald’s team and tools have helped us maintain a census over 90 percent for five years.”
President, Sunny Hills Assisted Living, Florida.
Find out what the last family saw.
Pick a time and we will run your community’s Census Score with you on the call: your number, your three closest competitors, and the three plays that matter most. The report is yours whether you sign up or not. Senior living reputation management, done for you, from $79 a month. Works for assisted living, memory care, nursing homes, independent living and in-home care.
See my Census ScoreFree. No card. 20 minutes.
Prefer e-mail? Leave your details and we will send your score.
Your score is read from public pages and Google. The only family details we hold are the enquiries and leads in your own pipeline.