5 Customizations That You and Your Team Will Love
WelcomeHome's senior living CRM offers highly customizable features including automated sales and resident status notifications, tailored housing contract workflows that integrate with health and billing systems, extensive customizable reporting for various leadership roles, and the ability to create unique activity types to fit specific sales processes.
When developing the best senior living CRM, customization was a top priority. WelcomeHome offers a variety of CRM customization options to meet the diverse needs of its customers. Over time, certain customizations have proven especially popular and useful. Here are some of the top customizations:
Automations
Automations in WelcomeHome cover a wide range of possibilities:
- Sales activity automations: For example, sending an automated follow-up email to a prospect after they fill out an online form requesting a brochure, or notifying the sales team via text message when a tour is scheduled through the community’s website.
- Resident status changes: Automated emails or texts can be sent to community staff when a prospect puts down a deposit on an apartment. Notifications can go out to the Executive Director, Director of Nursing, and Maintenance Director.
- Reporting and report notifications: Reports, such as end-of-week status updates for all communities in a region, can be automatically generated and sent to regional and corporate sales leaders.
Housing Contracts
The move-in process in WelcomeHome can be tailored to your community’s or company’s specific procedures. For example, a deposit or move-in can trigger:
- An activity in your health and billing management platform, such as noting the move-in date.
- A notification email to the executive director and sales director to prepare the move-in packet of paperwork.
- A notification email to the director of nursing to schedule an assessment of the new resident.
Reports
WelcomeHome’s reporting capabilities are extensive and customizable. While the system comes with common reports pre-set, specific reports can be created to meet the needs of everyone from the sales director to the CEO and investors. Reports can query specific data and generate ready-to-present products.
Activity Types
The ‘Schedule an Activity’ function allows you to add activity types unique to your sales processes. In addition to built-in types like calls, emails, tours, assessments, and home visits, you can add custom activities such as lunch invitations, pre-move-in staff meetings, sending text or video messages to prospects, and outreach referral source appointments. Any activity in your sales process can be added as an activity type.
Occupancy Board Views
WelcomeHome’s occupancy board provides up-to-date information for sales directors and managers. The board can filter and display apartment status by criteria such as:
- Floor Plans
- Status: Occupied, Reserved, Notice, Vacant, Off Census, Move In Today, Move Out Today
- Care Types: IL, AL, MC
- Risk Levels: OK, At Risk, In Hospital, Rehab, On Hospice, On Leave, Out With Family
- Privacy Levels: Private, Shared, None
This allows users to easily search for specific apartment types and statuses, such as vacant one-bedroom AL apartments or shared memory care studio apartments with a pending notice of moving out.
WelcomeHome provides a range of customization options to make your CRM tool easier to use. With its intuitive user interface, recommendation engine, and clear workflows, WelcomeHome CRM is a powerful tool for both community users and owner/operators.