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.

​

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