Download - Carevium CRM for Senior Living - Benefits and Features

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Customer Relationship Management (CRM) with Carevium Senior Living Software

http://www.carevium.com/



Carevium CRM Benefits Overview

• Complete tracking system for all generated leads and incoming referrals

• Increase conversion of lead prospects into residents

• Manage all discussions and activities with current prospects

• Understand quality of lead sources and distribution of leads among multiple facilities in comprehensive report module



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Carevium CRM Users

• Assisted Living Facilities

• Memory Care Communities

• Residential Care Homes

• Independent Living Communities

• CCRCs

• Lead Generation or Referral Agencies

• Marketing Agencies



Features of Carevium CRM



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Manage Prospect Information

• Store all necessary info for new prospects in one place (contact info, type of care, unit type, expected move-in date, payer, referrer, and lead stage)

• Make edits whenever necessary

• Download or print prospect list

• Drill down to each prospect’s profile as necessary to see details


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Lead Searching Features

• Sort lead order by contact or prospect last name, lead date, or stage

• Segregate and view leads by choosing among various search options – Sales Stage

– Lead Class

– Sales Staff

– Placement Location

– Source Type

– Referrer

– Lead Date


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Referrer Database Maintenance

• Use Referrer module to enter new referrers as new relationships are built

• Use this referrer database in a drop-down format to categorize leads as their info is entered

• Search for leads based on particular referrers

• See charts to see which referrers generated the most leads


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Organize Follow-up Activities

• Easily schedule follow-up activities for any prospect using drop-down menus

• See all activities neatly displayed in calendar format

• Be reminded by alarm icons for overdue or today’s pending activities

• Receive e-mail / text / push notification alerts when activities are due or overdue



Lead Follow-up Activities Calendar



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Track Follow-up Notes

• Easily enter notes related to any follow up activity

• Read notes in combined prospect list or drill down and read in individual prospect’s history

• Quickly remember all important aspects of discussions and visits


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Analyze Leads

• Use transparent graphs and tables to understand various statistics about current leads

• Facility marketing directors can visualize how leads are segregated by source, referrer, staff, sales stage, or class

• Corporate administrators can analyze leads by community, location, or facility



Leads by Source




Leads by Referrer




Leads by Sales Stage




Leads by Community Type




Carevium CRM Summary

• Easy to use, no learning curve

• Cloud based, Always available, Access anywhere – in the office or on the road – not tied to your work desk

• Mobile enabled, Use on iPad or Android tablets

• Support for multiple facilities, management groups

• Support for multiple sales staff

• Custom configured for you

• Don’t let another lead fall through the crack



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CAREVIUM 1-888-987-0663 www.Carevium.com



Download - Carevium CRM for Senior Living - Benefits and Features

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