Prospect Tracking & Management System
Description
Convert prospects into residents - capture, manage, and track critical data about prospects from the first point of contact through move-in.
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Increase Occupancy by Converting Prospects into Residents
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Field, report, and follow-up on calls, emails, and visits from prospects
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Create, assign, and manage tasks for company-wide or community-specific prospect tracking use
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Utilize industry-best tools and templates to ensure that prospects receive the highest level of service and attention across your communities
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Improve productivity and simplify workflow upon move-in with automated transfer of prospect data directly into online resident records
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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
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Review dashboard display highlighting key statistics with data organized by property, division, and task status to keep discussions in process until deals are closed
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Provides real-time month- and year-to-date statistics on:
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Traffic​
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Prospects
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Converted leads
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Overdue tasks
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Dynamically updates statistics for detailed sales forecasting based on live data
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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
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Integrates with third-party sales and marketing websites that automatically feed leads directly into the Prospect Tracking and Management System
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Seamlessly route prospect requests from third-party websites to your sales staff based on customized lead categorization parameters
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Trace leads back to the source of advertising to determine the return on marketing initiatives