The platform
One system, from first inquiry to move-out.
Six modules that don't hand off to each other with a spreadsheet in between. Every one below is live — touch it, don't look at a screenshot.
Pipeline & Sales War Room
Every rep works the leads worth the most, first.
A 10-stage drag-and-drop pipeline with 0–100 lead scoring that shows why — Urgency + Budget + Contact + Source — not a black box. The Daily Mission ranks today's work into Critical, Due Today, and Recommended, with Expected Monthly Revenue and Lifetime Value on every card.
- 30-day census forecast with a probability-weighted move-in timeline
- Revenue intelligence: pipeline ceiling, weighted pipeline, revenue at risk, live close-rate simulator
- Pipeline health scorecard across 5 dimensions with one-click Fix Now
- Lead source ROI — what you pay per lead elsewhere, next to the $0 you pay here
How it actually works
The score breakdown sits on every card — Urgency, Budget, Contact, and Source, adding up in front of the rep. A 78 is auditable, not a gut call, so nobody argues with the priority order.
Automation Engine
The follow-up happens whether your team remembers or not.
10 email and 10 SMS templates, personalized automatically, fired by real behavior: opened-no-reply at 48 hours, a clicked link flags the lead hot, no contact in 72 hours alerts a staffer, a tour no-show gets an empathetic follow-up on its own. A built-in AI writer drafts and improves every message.
- Trigger sequences: lead received → instant follow-up; tour tomorrow → reminder
- Behavior-based hot-lead flagging
- AI writer for drafting and improving any message
- Compliant opt-out handling built in
How it actually works
When a prospect clicks a link, the lead flips to Hot and climbs the Daily Mission the same session. The sequence reacts to what a family actually did — not a fixed day-3 drip that fires whether they're interested or not.
Communications Hub
A dedicated local number for every community, texting inside the CRM.
Each community gets its own phone number auto-provisioned in its local area code. Two-way SMS threads live in the CRM, iMessage-style. Missed calls get texted back automatically. Call forwarding reaches a sales director's cell. Email opens and clicks are tracked.
- Auto-provisioned local number per community
- Two-way SMS threading inside the CRM
- Missed-call text-back, automatically
- Email open + click tracking with opt-out compliance
How it actually works
Every inbound text lands in the same thread the rep already works, tied to the prospect record. Nobody forwards a screenshot from a personal phone, and when a rep is out, the conversation is right there for whoever picks it up.
Resident Bridge
The CRM doesn't go dark the moment a deal closes.
Drag a prospect straight from the pipeline onto an open room on an interactive floor plan to reserve it. Full resident profiles — care details, family contacts, daily logs, photo gallery, documents, billing. Expected move-out tracking feeds the census forecast on its own. A closed loop from first inquiry to move-out.
- Interactive floor plan — reserve a room by dragging a prospect onto it
- Resident profiles: care, contacts, daily logs, photos, documents, billing
- Caregiver quick-log and family photo sharing
- Move-out tracking that updates the census forecast automatically
How it actually works
Set a resident's expected move-out date and the 30-day census forecast updates on its own — the opening shows up on the floor plan and in the pipeline's available-rooms view before the bed is empty. Occupancy planning stops being a separate spreadsheet.
Analytics
Every number on the dashboard is your own real data.
Lead funnel, conversion trends, lead-source performance, communication performance — defensible in a board meeting because none of it is borrowed industry benchmarks. It's what actually happened in your community.
- Lead funnel and conversion-trend reporting
- Lead-source performance and communication performance
- No unverified industry benchmarks — ever
- Exportable, board-ready
How it actually works
Conversion is computed from your own stage history — click any funnel step to see the exact prospects behind the number. When an owner asks where a figure came from, the answer is one click, not a rebuilt spreadsheet.
Team & Security
Access built around how senior living orgs actually operate.
Granular, capability-level permissions — onboard any position on your org chart and grant exactly the access that job needs, from the pipeline to resident care to billing, so a caregiver sees residents and a sales director sees the pipeline without either stepping on the other. Encrypted storage and per-community scoping throughout.
- Access built person-by-person, not a fixed list of roles
- Per-community data scoping
- Encrypted storage
- Multi-source lead capture: manual, CSV, phone log, web form, API
How it actually works
A caregiver can be granted resident care and family messaging without ever seeing the sales pipeline or revenue numbers. Access is assigned capability by capability, person by person — not a single global admin toggle you're afraid to hand out.
Granular access control
- Pipeline & Leads
- Resident Care
- Communications
- Billing & Revenue
- Analytics
- Team & Settings
Every capability granted or withheld person by person. Onboard any position on your org chart — not a fixed list of roles.
See the real product
The instruments above are faithful recreations. The live app is better.
Twenty minutes, your own community's data loaded in, and every question you arrive with answered by somebody who has run a building.