Marketing & Sales
Inquiry, tour, deposit, and admit captured against the same resident the care team will eventually own.
Capabilities
- Lead capture & routing — Inquiries from APFM, web, referral, and call-ins routed by community and care need.
- Tour & follow-up — Tour scheduling, no-shows, and cadence automation tied to lead stage.
- Pipeline & forecasting — Stage-based pipeline with conversion math driving occupancy forecast — not gut feel.
- Outreach & nurture — Email, SMS, and call cadences logged against the prospect record.
- Referral source intel — Referral source attribution and ROI by channel, agency, and source.
- Sales-to-clinical handoff — Approved deposit becomes admission packet — same record, no re-keying.
How it works
- Capture inquiry — All inquiry channels create a prospect against the community.
- Qualify & tour — Care needs, financial qualification, and tour outcome logged in the record.
- Deposit & approve — Deposit triggers admissions packet — clinical and finance see the same prospect.
- Admit — Admission converts the prospect record into the resident record. No re-keying.
Integration facts
- Module — Sales Ops
- Tier — Tier 1 · Production
- Sources — APFM, Enquire, Sherpa
- Handoff — No re-keying at admit
https://seniorcre.com/features/marketing-sales