A family calls, books a tour, puts down a deposit and moves in. Along the way they call a community, fill in a form, chat on the website and come in through a referral partner. We set up your senior living CRM so each of those steps lands on one record, by community, with the source attached.
900+ integrations completed · Salesforce partner · We sign BAAs
Sound familiar?
The sales team is busy giving tours. The systems around it are not connected.
A family calls the community and the CRM shows a name and a phone number, but not the ad, the page or the referral partner that sent them.
Website forms go to an inbox, or fail without anyone noticing, and the lead is typed in by hand or not at all.
A call comes in during a tour or after hours. Without an alert, the family calls the next community on their list.
Google Ads counts form fills and calls. It does not know which of them toured, put down a deposit or moved in.
What we build
Click through each step to see what we build in your senior living CRM.
Step 1 · Inquiry
Families reach out by phone, web form and chat, on the community website and on the corporate site. If the inquiry does not land in the CRM with its source, the sales team starts blind.
What we build
Who it helps
Every call, form and chat on the lead, with the source, and an alert when a call is missed.
Inquiries, tours and move-ins by source, and move-ins sent back to Google Ads.
Their community's pipeline from inquiry to move-in, in one place.
Pipeline and occupancy across communities on one dashboard, and referral partners ranked by move-ins.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Answered, missed, and outbound per community. Long red bars stand out at a glance. Sorted by total calls. (example data)
One row per caller, newest first. The community each call came in to. Open in CTM jumps straight to the call. (example data)
Systems we connect
Senior living CRM: web forms, chat and calls into the CRM, set up by community
Senior living CRM: inquiries into the CRM with the source, and reporting from it
Senior living CRM: inquiries into the CRM with the source, and reporting from it
CRM set up around inquiry, tour, deposit and move-in
A tracking number for each community, calls logged in the CRM, and missed call alerts
Move-ins sent back as offline conversions
Referral partner: leads and move-ins tracked once they are in the CRM (no data pulled from the platform)
Referral partner: leads and move-ins tracked once they are in the CRM (no data pulled from the platform)
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
Tell us how families reach your communities. We walk one inquiry from first call to move-in, give you honest advice, and there is no obligation.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Forms, calls and chat tested on each community website before go-live, with a field mapping document you keep.
Training for your team, full documentation, and support after go-live.
On a free call we follow one family from the first call to move-in and show you every place an inquiry or a piece of data falls through.
WelcomeHome, Aline, Enquire CRM and Salesforce.
No. Once a referral from those partners is in your CRM, we track it through tour, deposit and move-in, so you can see what each partner sends.
Yes, as a build. We create a dashboard from your CRM data that shows the pipeline and occupancy for each community.
Yes. We connect your community websites, calls and chat to the CRM you use, and build the reports there.
900+ integrations completed, including web forms, chat and calls sent into senior living CRMs.
