Senior Living

Custom Senior Living Dashboard

One view from first inquiry call to move-in day. Every community, every sales counselor, every referral source. Join your phone system, your CRM, and your ad spend into one dashboard your executive directors and corporate ops both open daily.

Senior living is a long sales cycle. The call comes in, the tour gets booked, the deposit lands weeks later, the move-in happens eventually. Each step lives in a different system. We stitch them together so leadership and community-level teams see the same funnel.

Per community
Rollups built in
Cost per move-in
Not cost per inquiry
Near real-time
Refresh cadence
Any CRM
Salesforce, Zoho, Enquire
What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Inquiry to Tour to Move-In Funnel

Count and conversion rate at every stage, by community and by sales counselor. Spot which stage is leaking before the quarter closes.

Inquiry Source Scorecard

Every referral partner and ad channel: inquiries sent, tours booked, move-ins produced. By cost per move-in, not cost per lead.

Missed Calls That Still Need a Callback

A living queue of inbound calls that were missed and have not been returned. One tap opens the call in your phone system.

Per Community Rollups

Every executive director sees their community. Corporate sees the group. No new logins per community, no spreadsheet gymnastics.

Ad Spend to Move-In

Google, Meta, A Place for Mom, Caring.com, your print partners. Rolled up by source and campaign, matched to actual move-ins.

Occupancy + Pipeline Together

Your current occupancy, your pending deposits, and your expected move-ins in the same view your weekly ops meeting runs on.

FAQ

Common questions

Salesforce, Zoho, HubSpot, Enquire, Welcome Home, and anything with an API. If you use a custom-built CRM, tell us during the discovery call and we will confirm.
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Get a quote

Tell us your systems. Get a fixed quote in 48 hours.

We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.

We will not add you to a drip list. Promise.