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Prospect Tracking & Management System


Convert prospects into residents - capture, manage, and track critical data about prospects from the first point of contact through move-in.

Increase Occupancy by Converting Prospects into Residents 

  • Field, report, and follow-up on calls, emails, and visits from prospects 

  • Create, assign, and manage tasks for company-wide or community-specific prospect tracking use 

  • Utilize industry-best tools and templates to ensure that prospects receive the highest level of service and attention across your communities 

  • Improve productivity and simplify workflow upon move-in with automated transfer of prospect data directly into online resident records 

  • Fully integrated prospect communication workflow including: automated (and one-off) outbound emails based on specific prospect criteria and associated, pre-designed campaign strategies and templates


Leverage Detailed, Real-Time Reporting Platform to Exceed Company Goals

  • Review dashboard display highlighting key statistics with data organized by property, division, and task status to keep discussions in process until deals are closed 

  • Provides real-time month- and year-to-date statistics on: 

    • Traffic​

    • Prospects

    • Converted leads

    • Overdue tasks

  • Dynamically updates statistics for detailed sales forecasting based on live data  

  • Includes comprehensive, ready-to-print web reports (both stock and custom) with drillable detail which can be converted to, and opened directly in, Excel 


Maximize Your Marketing Dollars 

  • Integrates with third-party sales and marketing websites that automatically feed leads directly into the Prospect Tracking and Management System 

  • Seamlessly route prospect requests from third-party websites to your sales staff based on customized lead categorization parameters  

  • Trace leads back to the source of advertising to determine the return on marketing initiatives

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