Senior living CRM

The most technologically advanced CRM ever built for senior living.

Every other CRM in this industry waits for your team to act, then writes down what happened. ThrivoIQ moves first. It answers a family before she has set her phone down, hands your sales director a morning already ranked by what each family is worth, and holds twelve rules across every thread so nothing goes quiet without somebody knowing.

Book a 20-minute demo See every capability

Every panel on this page is the working product. Click one.

SecondsYour reply reaches her before she has closed the browser tab

12 rulesWatching every thread from the inquiry through to the move-in

0 to 100Every lead scored, with arithmetic you can open and argue with

Live, arrival dispatch

Time since the inquiry

9.5s

+0.0sInquiry landsMargaret Ellison, A Place for Mom, memory care, Austin TX

+1.2sScored 83 against your rate cardUrgency 30, budget 22, contact 18, source 13. Breakdown stored on the lead

+3.4sEmail away, sent as the communityFrom Westlake, signed by Nancy, and her reply threads straight back into the record

+6.8sText away, from your local numberHi Margaret, it’s Nancy at The Gardens at Westlake. Thanks for reaching out about your mother. I have Thursday at 10:30 open if you would like to come and see us.

+9.5sFirst on Nancy’s Daily MissionHot, unread, and worth $94,800 in expected lifetime value

The family is an example. The timings are what arrival dispatch does in production.

What this category settled for

Most senior living CRMs are a filing cabinet with a pipeline drawn on the lid.

They record the call your director already made. They hold the note she already wrote. They show her a board she has to drag cards across and a report she has to build herself. Every one of them waits for a person to move first, which is exactly backwards in a business where the community that answers first wins the tour.

Your CRM today

ThrivoIQ

A new inquiry sits in a queue until the next sweep runs, somewhere between four and fifteen minutes.

First contact goes out on arrival. Email and text are in her hand inside ten seconds.

A lead score appears with no explanation, so your director learns to ignore it.

Every score stores its own arithmetic. Open it, read the four components, disagree out loud.

She decides what to do today by scrolling a board and trusting her memory.

The morning arrives ranked by expected value, with the reason attached to every line.

A tour nobody rescheduled quietly becomes a lost family three weeks later.

The no-show fires its own follow-up two hours later, from the number she already knows.

The forecast runs on an industry benchmark that has never seen your building.

The forecast runs on your rate card, your care levels and your own close rates.

The file is handed to a second system at the signature, and the sale is called done.

The signature reserves the apartment and opens the chart. The sale is done when she is living there.

ThrivoIQ moves first because the software watches the things a person cannot watch all day. It notices the tour nobody rescheduled. It notices a lead whose silence has a pattern to it. It notices a text that failed to deliver and tells you the reason was a landline rather than leaving you to guess. Your director spends her day selling, and the system carries the process the rest of the way to an occupied apartment.

Book a demo Watch it work on one family

Harvard Business Review, 2011

A family who waits an hour has already called somebody else.

Oldroyd, McElheran and Elkington audited 2,241 companies by sending them real web inquiries and timing the reply. What they found is the most expensive fact in your building, and almost nobody in senior living has built for it.

42hours

Average time those 2,241 firms took to answer a web inquiry.

7×

More likely to qualify a lead when contact came inside the first hour rather than an hour later.

60×

Less likely to qualify once the reply came a day or more after the inquiry.

23%

Never responded to the inquiry at all.

Source: Oldroyd, McElheran and Elkington, “The Short Life of Online Sales Leads,” Harvard Business Review, March 2011. The earlier MIT and InsideSales work put the drop from five minutes to thirty minutes at twenty-one times on qualification and a hundred times on contact.

How the rest of the category does it

Inquiry landswaits for the sweepCron runsqueuedMessage sends

A scheduled job wakes every ten or fifteen minutes and works whatever has piled up. The inquiry that arrives thirty seconds after a sweep waits for the whole next one. Nothing is broken. That is how the thing was built.

How ThrivoIQ does it

Inquiry landssame requestMessage sends

Arrival dispatch runs inside the request that receives the inquiry. There is no queue to join and no sweep to wait for, so the reply is out before the notification on your director’s phone has finished loading. Quiet hours still apply, so a text at three in the morning waits until a civilised hour while the email goes immediately.

See it answer a lead live

Twenty-six days, one family

This is what moving first buys you.

Margaret Ellison inquired on a Tuesday afternoon and moved into apartment 214 twenty-six days later. Here is every point where the software touched her, and what it was doing while the community down the road was still deciding who should call her back.

2:14 PMTuesday

A score your director can argue with

Most CRMs hand her a number and expect her to trust it. ThrivoIQ stores the arithmetic behind every score, so she can see why a lead came out at 83 and say so when she believes it is wrong. Four components, priced against your own rate card. Open a row.

Leads, scored on arrival

One scoring engine runs in the demo and in production, and the breakdown is written to the lead, so the number and the reasons can never drift apart.

8:02 AMWednesday

Nobody decides where to start

The Daily Mission ranks the whole day by what each family is worth and how close they are to slipping. Critical first, then Due Today, then Recommended, with the reason written on every line. A director in her first week opens it and works like somebody who has been there a year.

Daily Mission, Wednesday 3 September

Critical, 2

Call Margaret EllisonHot, unread, arrived yesterday and nobody has spoken to her$94,800

Tour today, Gianna Castellano at 10:30 AMConfirmation delivered, no reply yet$88,200

Due today, 3

Follow up with Daniel OkonkwoToured Friday, said he would talk to his sister over the weekend$71,400

Send the rate sheet to Susan HarringtonAsked for pricing on Monday, two days ago$66,000

Application follow-up for Anthony PruittSent four days ago, never opened$79,100

Recommended, 2

Renee Delgado is going coldNine days quiet, and she used to answer a text inside the hour$52,300

Log care for three residentsNothing recorded today for 208, 214 and 219

10:30 AMThursday

Twelve rules that never forget

Tour booked. Tour tomorrow. Tour finished. Tour missed. Quiet three days, quiet seven days, opened but never answered, lost ninety days ago. Each rule sends email, text or both, from your community’s own local number, signed by the advisor whose name is on the message. Nothing depends on somebody remembering.

Automation, 12 triggers shipped

Lead received, immediate follow-upEmail and SMS, on arrivalLive<10s

Tour booked, confirmationEmail and SMS, one minuteLive1m

Tour tomorrow, reminderEmail and SMS, the day beforeLive1d

Tour missed, rescheduleSMS, two hours afterLive2h

Quiet seven days, availability nudgeEmail, aware of the stage she is inLive7d

Lost ninety days, re-engagementEmail, quarterlyLive90d

Consent sits per family and per channel. An opt-out on one message type stops every message type. A text that fails names its reason in plain English, such as a landline, a carrier block or a spam filter.

Day 19Deciding

A pipeline that knows what it is worth

Ten stages, and every column carrying money from your own rate card. Your care levels, your fee structure, your close rates. The weighted forecast underneath is built from what your building has actually done, and reaches for an industry figure only when you are too new to have one of your own.

Pipeline, The Gardens at Westlake

New lead5$318k

Attempted9$544k

Connected14$871k

Tour set7$462k

Toured6$401k

Application4$276k

Deciding3$209k

Moved in6$412k

Nurture11$488k

Lost8

Revenue at risk, days to close, close-rate trend and lead-source return all read these same rows, so the number on the dashboard and the number on the board cannot disagree with each other.

Day 26Move-in

The signature reserves the apartment

A signed lease that never moves in is not revenue, and your director knows it better than anyone. So the sale does not end at the signature here. Margaret signs, apartment 214 goes to reserved, her chart already holds everything the pipeline learned about her, and the census forecast has moved. Click a room.

Floor plan, second floor

Occupied Reserved Available Maintenance

Select a room to see who lives there.

Day 27Onward

Occupancy is the only scoreboard

Ninety-four residents, ninety-four occupied rooms, two reserved, one in maintenance and three available. That comes to a hundred beds and it reconciles every single day, because these are one set of rows rather than two systems somebody has to keep in step. The thirty-day forecast moves the moment a notice is logged.

Census, next 30 days

Occupied today94of 100 beds

Reserved2leases signed

Notices given3next 30 days

Forecast, day 309696% occupancy

Book a demo on your own pipeline See what it costs

After the move-in

Her daughter will lie awake wondering how the day went. You can just tell her.

Every family asks a version of the same question on the tour, and most communities answer it with a promise to call if anything happens. What she is really asking is whether she will know how her mother is on the ordinary days, the ones where nothing happens. ThrivoIQ is the only platform in this industry that answers that from inside the same system that sold her the apartment.

Quick Log, apartment 204

Mood

ContentCalmWithdrawn

Meals

Breakfast · FullLunch · FullDinner · Some

Activities

Joined group activityMusic or artOutdoor timeHad a visitor

Note. Beatrice sat with the group through the whole hour and sang along to two of them. Asked after her granddaughter by name.

Send this to her family

Saving the log and sending the update are one action, not two. Mood, meals, support level, activities and a note, and none of it clinical by design.

The Gardens at Westlake(512) 555 0148

Today, 4:12 PM

Beatrice had a good day. She ate well at breakfast and lunch, joined the group activity and sang along to a couple of songs. She asked after Maya by name.Updates only. Replies are not monitored. Reply STOP to end.

Tuesday singalong, front room

Yesterday, 4:40 PM

Quieter day today. Beatrice preferred to rest after lunch and had a visitor in the afternoon. Nothing we are concerned about.

One tap for a normal day

Good Day fills a sensible baseline and the caregiver adjusts only what was actually different. A whole hall can be logged in a few minutes, standing up, on a phone. Or she says one sentence out loud and the fields fill themselves, under a rule that forbids inventing anything she did not say and refuses to record a single clinical measurement.

A photograph from the hallway

She is already holding the phone. A picture from the garden or the Tuesday singalong goes to the family on the same line as the daily note, which is the message a daughter forwards to her brother and reads again on a bad day.

Opt-in per person, and one way

One daughter can take a note and a photo every day while her brother takes nothing, because consent sits on the contact rather than the resident. And the line only runs outward: replies reach a separate number, never the floor, and the message tells the family that instead of leaving them to work it out by being ignored.

Your sales director can promise this on the tour, which is the point. A family deciding between two communities is choosing between one that will call if something goes wrong and one that will tell them about the singalong. That is not a care feature you add after move-in. It is a reason somebody signs.

See a care log sent live

Now put your own numbers in it

What has waiting cost you, in hours?

Two numbers you already know, multiplied. No conversion rate we invented and no industry benchmark, because the arithmetic on its own is a larger number than anybody expects.

Do the arithmetic on your building

How long do your families spend waiting?

Inquiries a month, from every sourceHonest average time to your first reply

Nothing is sent anywhere. This runs in your browser.

Your families waited

1,920 hours

Across 480 inquiries last year.

On ThrivoIQ they would have waited

1.3 hours

Every inquiry answered inside ten seconds, at any hour, from your own local number.

That is 80 days a year of families sitting with an unanswered question about their mother, and every one of those hours is a window for the community down the road.

The full list

Every capability, and which plan carries it.

10 groups and 42 capabilities, with the limits written in. If a capability is missing from this table, we do not claim it.

A check mark means included. A number is a limit. A short rule means the plan does not carry it.
Capability	Verified $149	Growth $625	Professional $950	Custom Custom
Lead capture, every source
Every source in one pipelineMarketplace, website, walk-in, physician referral and phone, all worked by the same rules	Not included	✓Included	✓Included	✓Included
Lead-source returnWhat each channel gives back against what it costs you, per building	Not included	✓Included	✓Included	✓Included
Embeddable web form and lead APIYour own site, a token-authenticated endpoint, or a quick log from the phone	Not included	✓Included	✓Included	✓Included
Verified directory listingOne more source feeding the same pipeline, on a directory of 64,446 communities	✓Included	✓Included	✓Included	✓Included
Speed to lead
On-arrival dispatchFirst email and text send the moment the inquiry lands, not on the next sweep	Not included	✓Included	✓Included	✓Included
Quiet-hours guardIn the community's own timezone, so nobody's phone lights up at four in the morning	Not included	✓Included	✓Included	✓Included
Response-speed measurementHours to a real first contact, counting neither imports nor a card dragged between stages	Not included	✓Included	✓Included	✓Included
Missed-call text-backA family who reaches voicemail gets a text before she redials the next community	Not included	✓Included	✓Included	✓Included
Pipeline and sales
Ten-stage pipeline, drag and dropNew lead through moved in, plus nurture and a shelf for lost	Not included	✓Included	✓Included	✓Included
Auditable 0 to 100 lead scoringUrgency, budget, contact and source, with the breakdown stored on the lead	Not included	✓Included	✓Included	✓Included
Daily MissionCritical, Due Today and Recommended, ranked by expected value with the reason attached	Not included	✓Included	✓Included	✓Included
Going-cold detectionNames which kind of cold it is, and what to do about that kind	Not included	✓Included	✓Included	✓Included
Tour requests and today's toursA family books, you approve, and the calendar and the pipeline agree	Not included	✓Included	✓Included	✓Included
Guided CSV and Excel importColumn detection and duplicate handling, so switching is not a retyping project	Not included	✓Included	✓Included	✓Included
Communications
Dedicated local number per communityFamilies see a number in their own area code rather than a shortcode	Not included	✓Included	✓Included	✓Included
Two-way SMS threadingReplies land on the right lead however the number was typed on the way in	Not included	✓Included	✓Included	✓Included
Email as the communityYour domain, your sender, and her reply threads back into the record	Not included	✓Included	✓Included	✓Included
Delivery failures in plain EnglishLandline, carrier block, spam filter or unregistered campaign, written out in full	Not included	✓Included	✓Included	✓Included
Consent basis and opt-out handlingRecorded per family and per channel. A STOP on one message type stops them all	Not included	✓Included	✓Included	✓Included
Automation
Trigger libraryArrival, tour booked, tour tomorrow, no-show, quiet three and seven days, opened without a reply, lost ninety days, nurture	Not included	12 triggers	12 triggers	12 triggers
Email and SMS template editorWrite once, and the preview shows exactly what leaves the building	Not included	✓Included	✓Included	✓Included
One token engine across both channelsA text and an email can never render the same family differently	Not included	✓Included	✓Included	✓Included
Deterministic advisor assignmentA template signed by Nancy always carries Nancy's number, from every send path	Not included	✓Included	✓Included	✓Included
Import suppression that liftsA backlog import does not mass-mail, and does not silence those families forever either	Not included	✓Included	✓Included	✓Included
Revenue intelligence
Your rate card, not a benchmarkCare types, base rates, care-level add-ons and a custom fee builder	Not included	✓Included	✓Included	✓Included
Weighted pipeline and path to goalForecast from your own close rates, reaching for an industry figure only when you have none	Not included	✓Included	✓Included	✓Included
Revenue at riskWhich specific families are worth what, and which of them are slipping	Not included	✓Included	✓Included	✓Included
RevPOR, RevPAR and lifetime valuePer occupied room, per available room, per resident	Not included	Not included	✓Included	✓Included
Move-in and residents
The signature reserves the apartmentReservation, resident chart and census, with nothing retyped	Not included	Not included	✓Included	✓Included
Interactive floor planUpload a real plan or build a grid, then reserve and move residents on it	Not included	Not included	✓Included	✓Included
Resident profilesAllergies, diagnoses, code status, mobility, diet, physician, preferred language, life story	Not included	Not included	✓Included	✓Included
Daily care logsMood, appetite and participation, recorded against the community's calendar day	Not included	Not included	✓Included	✓Included
Family photo sharing and updatesOpt-in per contact, one way by design, in the family's own words	Not included	Not included	✓Included	✓Included
Retention risk scoringFlags a resident before the family calls upset, with the reason attached	Not included	Not included	✓Included	✓Included
30-day census forecastMoves the moment a notice is logged	Not included	Not included	✓Included	✓Included
Documents and signatures
Template library with merge fieldsVersioned, with signer slots defined per document	Not included	Not included	✓Included	✓Included
Send for signature and a chase boardWho has signed, who has not, and who to chase today	Not included	Not included	✓Included	✓Included
Team and security
Capability-level permissionsThirteen areas, with view and edit separate. A caregiver logs care without ever seeing the pipeline	1 user	5 users	15 users	Unlimited
Community-scoped data isolationEnforced by the database itself, so nobody can write across communities	✓Included	✓Included	✓Included	✓Included
Portfolio
Organization dashboardPipeline, census and performance rolled up across every community you operate	Not included	Not included	Not included	✓Included
Portfolio KPI reportingBuilt for an executive over many buildings rather than a director in one	Not included	Not included	Not included	✓Included
Dedicated CSM and 99.9% uptime SLAA named person, and a number written into the contract	Not included	Not included	Not included	✓Included

Book a demo Compare the plans in detail

Pricing

Priced against one extra move-in a year.

One additional resident is worth roughly $66,000 a year to a community. Professional costs $11,400. A sales director who books one more tour a week will never notice the invoice.

Verified Listing

$149/mo

One more source of inquiries, feeding the same pipeline.

Full listing control
Direct inquiry email
Instant tour notifications
1 team member

Book a demo

Growth CRM

$625/mo

The full sales command centre, answering families in seconds.

Everything in Verified Listing
Pipeline and auditable scoring
Daily Mission and AI drafting
Email and SMS from a local number
5 team members

Book a demo

Professional

$950/mo

First inquiry to occupied apartment in one system.

Everything in Growth CRM
Floor plan and resident charts
Care logs and family sharing
30-day census forecast
15 team members

Book a demo

Custom

Let’s talk

Every community you operate, rolled up into one view.

Everything in Professional
Organization dashboard
Portfolio KPI reporting
Dedicated CSM and SLA

Talk to us

Month to month, or annual at ten months billed for twelve. No multi-year lock-in and no exit fees. Your data exports whenever you ask for it.

How this was built

Built on senior living’s most advanced technology platform.

Every other CRM in this industry was architected before a family could sign a lease on a phone, and everything modern about them since has been added on top of that foundation. ThrivoIQ was built from the ground up, on the best technology available right now, with senior living executives in the room naming exactly what the software they were paying for would not do.

Built with operators, not for them

Every screen started as something a sales director said her CRM would not do, or something she had to keep in a spreadsheet beside it. The co-founder who decides what gets built has spent fifteen years running senior living communities, and still answers the phone when one of them calls.

No legacy core to work around

Nothing here is a modern feature grafted onto a system architected before smartphones. Scoring, automation and the resident side are the architecture, not additions bolted to the side of it. That is why the first reply can send inside the request that receives the inquiry, which is not a setting anybody can switch on in an older product.

AI that guides the decision, on your own numbers

Ask the dashboard a question in plain English and it answers from your rows rather than from the internet. It writes the morning briefing, drafts the follow-up, maps your spreadsheet on import, reads a care note dictated in a hallway and tells you what a trend actually means. It reaches a fixed set of read-only functions, fenced to your community and to your own access, and when nothing in your data answers the question it says so instead of inventing something.

Book a demo

Questions operators ask

Straight answers.

How fast does ThrivoIQ respond to a new lead?

Within seconds. A rule set to fire on arrival sends its first email and text the moment the inquiry lands, instead of waiting for a scheduled sweep. Most senior living CRMs poll on a timer measured in minutes, and those minutes are exactly when a family calls the next community on her list.

How is this different from Sherpa, Aline or WelcomeHome?

Those are capable sales CRMs, and they are all built on the same assumption: a person acts, and the software records it. ThrivoIQ inverts that. It makes first contact on arrival rather than on a sweep, ranks the day before anyone opens it, and notices the tour that was never rescheduled and the lead whose silence has a pattern to it. It also does not hand the family off at the signature, because a signed lease that never moves in is not revenue.

We get most of our leads from A Place for Mom and Caring.com. Does that work?

That is the normal case and the product is built for it. Every source lands in the same pipeline and is worked by the same rules, whether it came from a marketplace, your own website, a walk-in, a physician or the phone. What changes is that you finally see what each source returns against what it costs you, so you can spend into the channels that convert for your building rather than the ones that send the most volume.

Can I see how a lead score was calculated?

Yes, and that is deliberate. Every score from 0 to 100 stores its own breakdown across urgency, budget, contact quality and source, and the record shows the arithmetic. You can read the model and argue with it. That matters the first time a director looks at a score and says it is wrong, because she is sometimes right and the software should be able to show its working.

What actually makes this more advanced than the CRM we have now?

Four things you can check on a demo rather than take on faith. The first reply sends inside the request that receives the inquiry, so a family hears back in seconds rather than on the next sweep. Every lead score stores its own arithmetic on the lead, so a director can open it and disagree with it. The pipeline and the resident record are the same rows, so a signature reserves an apartment instead of starting an export. And access is granted across thirteen capability areas with view and edit separate, rather than five fixed roles. Ask any competitor to show you the first one live.

How was ThrivoIQ built, and by whom?

From the ground up, by two people who split the work down the middle. Robert Sanderson has spent fifteen years operating senior living communities across five organizations and decides what the product does, because he has needed it to do it. Michael Tatz builds the systems. Neither of us started from a general sales CRM and renamed the fields, and neither of us inherited a codebase written before a family could sign a lease on a phone, which is the single biggest reason this behaves differently from everything else you have been shown. Commercially it is month to month with no exit fee and a full export of your data on request, because software this specific should have to earn the renewal.

What happens to our data, and who inside our team can see what?

Every read and write is fenced to your community by the database itself rather than by application code, so a bug in a screen cannot reach across buildings. Access is granted by capability across thirteen areas with view and edit separate, which means a caregiver can log care without ever seeing your pipeline, your rates or a family's financials. Data is encrypted at rest, and a full export is yours on request.

How hard is it to switch from what we use now?

Most communities are working leads within the same week. A guided import wizard reads a spreadsheet export from your current system, detects the columns, handles duplicates, and brings prospects and residents in together. Imported families are held back from automated sending until they show real movement, so switching never mass-mails your backlog on day one.

Does it work on a phone?

It is built mobile first, down to a 48 pixel minimum touch target, because a sales director is standing in a hallway and a caregiver is on a floor. Every screen a community needs during the day works as fully from a phone as it does from a desk.

What about text messaging compliance?

Consent is recorded per family and per channel. An opt-out reaches every message type from that sender. Quiet hours are enforced in the community's own timezone, and delivery failures report their real cause. We built this into the product rather than writing it into the terms, because the people being contacted in this industry are often over sixty, and several states price that specifically.

Twenty minutes

See it running in your building.

Real product, your data, your questions. Bring an export and we will import a slice of your pipeline on the call, so you spend the time looking at your own families rather than ours.

3 minA lead arriving and being answered while you watch, with your community name on it
5 minYour own rate card entered live, so the forecast on screen is yours
5 minYour spreadsheet imported, with column detection and duplicates handled
4 minA signature reserving an apartment, which is the step nobody else takes
3 minWhatever you actually came to ask about

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