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    Lead & Referral Management

    Identify prospects who best align with your service offerings.

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    Lead & Referral Management

    Once your prospects are qualified, use your assesment tool to determine an appropriate care level.
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    Lead & Referral Management

    Effectively manage sales activities to convert prospects into residents.

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Vitals Lead & Referral Management was built to be the thinnest layer between your sales reps and the tools they need to convert leads to residents. This app was specially created for senior living community professionals by senior living community professionals.

It contains a wealth of industry-specific tools that you won’t find in off-the-shelf tools. Lead & Referral Management also enhances your awareness of what activities, sources and leads are most likely to help you drive occupancy.

Vitals Lead & Referral Management

  • Unlimited user accounts (no licensing fees) 
  • Automated report delivery on a set schedule
  • Track lead demographics from inquiry to move-in
  • Track referral sources, conversion ratios and ROI
  • Assign decision statuses to leads
  • Create and track follow-up activities in the sales pipeline
  • Build and manage waiting lists
  • Manage, filter and sort pending and completed tasks using MyTasks
  • Analyze lost lead reasons; ability to re-activate lost leads 
  • Plan and manage marketing and community events
  • Track/compare competitors’ rates, services, amenities, events vs. your own
  • Create business development plans
  • Full integration with third-party lead generation sites (A Place for Mom, Caring.com) and your own site
  • Outlook calendar integration
  • Create mailing labels and email lists
  • Email marketing integration with MailChimp and Hubspot
  • Multi-site management capability with data as mobile as you are — work from any web connection, anywhere
  • HIPAA-compliant data hosting servers
  • Customizable drop-down menus
  • Dashboard with customizable key performance indicators (KPIs)
  • Searchable knowledge database for fast support answers 24/7/365

Vitals Lead & Referral Management offers a workflow that automatically pushes actionable intelligence to the user. You also get to stay informed and in control of data that helps you maximize occupancy and focus on the best candidates with the least acuity. Target prospects who align best with your service capabilities and your ideal resident profile.

Like other Vitals Assisted Living Software solutions, Lead & Referral Management helps you optimize your business as you maximize your bottom line. Ask for a demo today and see what a difference Vitals can mean to your productivity and profitability.

I’ve used at a lot of competing CRM software, and the functionality and robustness of the lead and referral management module in Vitals is incomparable to anything I’ve seen.

Debra K., Discovery Senior Living