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What is Senior Referral Management?

Our advanced Senior Referral Agency Software is designed for a seamless user experience, facilitating the effective oversight of leads, clients, facilities, and referrals through an intuitive interface that promotes swift tracking and invoicing. The Facility Referral Network we offer caters to both small and large establishments, providing a simple platform for sharing up-to-the-minute bed availability, highlighting facility features, and showcasing images. We focus on developing customized software solutions that are both easy to use and budget-conscious. At HousingTree, we are dedicated to delivering outstanding software development services and exceptional consulting to all our clients. We take pride in our unwavering commitment to quality, ensuring that every project aligns with the specific requirements of our clients while emphasizing both affordability and excellence. Our mission is to empower organizations with the tools they need to improve their operations and enhance their service delivery.

What is Continuum CRM?

Continuum CRM is designed to handle complex fee and deposit structures, generate merged documents for contracts and agreements, and provide shared calendars, all while integrating a dynamic workflow engine that effectively navigates potential clients through lengthy sales processes. Its inventory management feature carefully monitors the lifecycle of each residence, from the move-in phase to move-out, equipping organizations with essential data on occupancy rates, turnover metrics, and marketability. Moreover, Continuum CRM includes an email marketing system that allows users to easily track and manage their email campaigns. The scheduling capability further optimizes marketing automation efforts, ensuring timely outreach. Built to accommodate diverse sales approaches, our customizable workflow engine comes with predefined protocols for residential and assisted living, inventory management, referral networks, event planning, and promotional tactics. In addition, the referral network component provides users with crucial insights into their most successful referral sources, allowing them to fine-tune their marketing strategies and enhance overall operations. This all-encompassing approach guarantees that every facet of client engagement and marketing is streamlined for maximum efficiency and effectiveness, fostering improved client relationships and ultimately driving business growth. By integrating these tools, Continuum CRM empowers organizations to achieve a competitive edge in their respective markets.

Media

Media

Integrations Supported

Google Cloud Platform
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Office 2021
Microsoft Outlook
Microsoft Word

Integrations Supported

Google Cloud Platform
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Office 2021
Microsoft Outlook
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$249 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HousingTree

Date Founded

2010

Company Location

United States

Company Website

www.housingtree.com

Company Facts

Organization Name

Continuum CRM

Company Location

United States

Company Website

www.continuumcrm.com

Categories and Features

Assisted Living

Admissions Management
Billing & Invoicing
Building Maintenance
Care Planning
Event / Activities Planning
Incident Management
Marketing / Lead Management
Meal / Nutrition Management
Medical Records
Medication Tracking
New Resident Assessment
Resident Info Management
Scheduling
Staff Management
Work Order Management

Categories and Features

Assisted Living

Admissions Management
Billing & Invoicing
Building Maintenance
Care Planning
Event / Activities Planning
Incident Management
Marketing / Lead Management
Meal / Nutrition Management
Medical Records
Medication Tracking
New Resident Assessment
Resident Info Management
Scheduling
Staff Management
Work Order Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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