Convert More Prospects to Residents with Continuum CRM

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Dashboards & Reports

Our dashboards and reports give you real-time visual representation of your key performance indicators. Diving deeper than traditional retirement community conversion metrics, Continuum CRM gives you greater transparency into the buyer’s journey.

Unlimited dashboards and reports can be created with KPIs relevant to roles from sales and marketing to CEO
Generate custom Reports and Dashboards or use the pre-built ones to analyze trends, measure success, and track your KPIs
Eliminate the manual creation of spreadsheets, our snapshots save historical data for future analysis and strategic planning
Get peace of mind knowing your reports accurately reflect CRM data, every time
Email Marketing

The Email Marketing functionality allows teams to create email campaigns, newsletters, or general email communication with your prospects, referral networks, and incoming residents.

Transparent results on open rates, click-throughs, bounces, and unsubscribes
Manage all your email marketing campaigns in the CRM and eliminate the need for external applications
Send messages specific to steps in the buyer’s journey so you’re communicating the right message at the right time
Unlimited email templates eliminate silos, empowering sales with on-brand messages and virtually eliminating the dreaded “checking-in” email sent through Outlook
Customizable Workflows

Incorporate your culture and sales processes for all your service lines with our fully customizable sales steps and activity results.

Multiple processes for Inventory Management, Sales, Referral Networks and Ad Campaigns can be created so you're not locked in to one way of doing business
Create separate processes that follow the unique steps of the buyer’s journey for your CCRC, Assisted Living, Independent, Memory Care or Skilled Nursing service lines and communities
Red, Yellow, and Green action items indicate whether follow up is overdue, due today, or in the future
Follow up tasks are mandatory, so your prospects won’t fall through the cracks
Know where every prospect is in the process and easily identify whether or not they’re ready to move to your community
Prospect Readiness

Continuum CRM™ is the only Senior Living Marketing and Sales CRM with a built-in Prospect Readiness lead scoring tool. Scores are generated based on key components of readiness:

Education and Awareness
Fit
Need
Desire
Means
Learn More About Prospect Readiness
Mobile

Access your data from anywhere. View your appointments and prospects or add new ones right from your phone or tablet.

Voice record notes with your smartphone from the tour or home visit before key interactions are forgotten
Call, email or text your prospect from anywhere
Have your calendar at your fingertips to schedule follow up actions without having to go back to the office
Take photographs of desired residences and email to your prospect while still on tour
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Featured Integrations

With Continuum CRM’s open API, we offer solutions for custom and standard integrations. A few examples include:

HubSpot: Our robust bi-directional HubSpot Integration delivers transparent metrics and results of your prospect’s online interaction with your landing pages and automated workflows
Microsoft Office: Every Continuum CRM license includes free integrations with Microsoft Office, Word, and Excel.
Outlook integration syncs your calendar and forwards all emails directly to the prospect record. Never copy and paste and email again!
Easily create personalized correspondence, mail merges, and move-in paperwork with our robust Word Add-In
Update data in mass with our powerful Excel Add-In
G-Suite: Has your community moved away from Microsoft? Not to worry, our G-Suite calendar integration has got you covered. Included complimentary for our G-Suite users
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