Aged Care CRM software designed for
Aged Care
Effortlessly manage enquiries, capture leads, schedule tours, and track every interaction - all from one central platform. With Centrim Life's CRM module, you can:
Request a Free DemoCentralised lead capture, enquiry tracking, and relationship management through Centrim Life's CRM module for aged care providers - designed specifically for aged care and retirement living.
Track and manage every lead and enquiry in one place, ensuring no potential resident falls through the cracks - providing complete visibility for your entire team.
Capture leads automatically from multiple channels, including your website, phone calls, walk-ins, and referrals, ensuring every enquiry is logged and actioned.
Log every call, email, and meeting, creating a complete communication history with residents and their families - ensuring a personalised experience every step of the way.
Make site tours easy to manage for your sales team and convenient to book for prospective residents and families.
Schedule tours directly within the CRM, assign to team members, and avoid double-booking with real-time availability.
Send automatic confirmations and reminders to prospective residents and families to reduce no-shows and improve engagement.
Assign follow-up tasks after each tour to ensure timely next steps and maintain momentum in your sales process.
Seamlessly capture enquiries directly from your website into the CRM - reducing manual data entry and speeding up response times.
Create branded forms that match your website and capture the exact information your team needs.
Automatically assign incoming enquiries to the right team members based on enquiry type, location, or availability.
Receive instant alerts when new enquiries are submitted, so your team can respond faster.
Build comprehensive resident profiles to track key information, communication history, preferences, and important documents - all in one place.
Maintain a single source of truth for each resident, from initial enquiry through to move-in and ongoing care.
Store important documents like agreements, assessments, and care plans directly within each resident profile for quick access when needed.
Keep track of all interactions with family members, ensuring transparency and strong relationships.
Track your sales pipeline in real-time and gain instant insights into occupancy trends.
Monitor every enquiry's progress from initial contact to tour, offer, and move-in, so your team always knows what to focus on next.
Generate on-demand reports to understand enquiry sources, conversion rates, and occupancy performance - helping you make data-driven decisions.
Track team follow-ups, response times, and task completion to continuously improve your sales process.
Find answers to common questions about our
CRM management Software
for aged care and retirement
living.
Centrim Life's CRM centralizes all lead capture and enquiry tracking in one platform, allowing your team to efficiently manage incoming requests, track communication history, and ensure no potential client falls through the cracks.
Centrim Life's solution includes built-in compliance checks, standardized assessment tools, and automated documentation generation that aligns with current regulatory requirements, plus comprehensive audit trails.
The system provides a comprehensive view of all communications with each lead, storing all correspondence and important documents in one accessible location. This ensures your team has complete context when interacting with prospects, creating a more personalized and seamless experience.
Tour Management feature allows you to schedule, prepare for, and follow up on facility tours efficiently. It helps track visitor preferences, sends automated reminders, records tour feedback, and streamlines the conversion of tour participants into residents.
These reports provide instant visibility into your current occupancy rates and conversion metrics, allowing you to make data-driven decisions. You can identify trends, measure the effectiveness of marketing campaigns, forecast future occupancy, and adjust your strategies accordingly to maximize bed fill and operational efficiency.