Continuum CRM

Continuum CRM is a cloud-based CRM platform designed specifically for senior living communities, including CCRC (Continuing Care Retirement Communities), Life Plan, and Life Care Communities. According to the vendor, it aims to streamline sales and marketing processes, enhance customer relationship management, and improve operational efficiency. Continuum CRM caters to senior living communities of all sizes, from small independent living facilities to large multi-location organizations. It is utilized by professionals in the senior living industry, including senior living communities, CCRCs, Life Plan Communities, Life Care Communities, and Assisted Living Facilities.

Key Features

Dashboards & Reports: The vendor claims that Continuum CRM provides real-time dashboards and reports that offer visual representations of key performance indicators (KPIs). Users can create customized dashboards and reports based on their roles, such as sales and marketing or CEO. Continuum CRM aims to eliminate the need for manual spreadsheet creation by storing historical data for future analysis and strategic planning.

Email Marketing: Continuum CRM offers an email marketing platform that allows users to track and manage all email campaigns. The scheduling function simplifies marketing automation, ensuring timely delivery of targeted messages to prospects. Users can create unlimited email templates to maintain consistent messaging, reducing reliance on external applications. Transparent results on open rates, click-throughs, bounces, and unsubscribes provide valuable insights for optimizing campaigns.

Customizable Workflows: According to the vendor, Continuum CRM's workflow engine is fully customizable to adapt to the sales methodology of senior living communities. Users can create multiple workflows for inventory management, sales, referral networks, and ad campaigns. The system uses color-coded action items to indicate the status of follow-up tasks, preventing prospects from being overlooked. The workflow engine enables users to easily track the progress of each prospect and assess their readiness to move to the community.

Prospect Readiness: Continuum CRM claims to be the only senior living CRM with a built-in Prospect Readiness lead scoring tool. Lead scores are generated based on key readiness components, including education and awareness, fit, need, desire, and means. According to the vendor, these scores help sales teams prioritize efforts and focus on prospects with higher conversion potential. This feature enables targeted and personalized communication with prospects at different stages of the buyer's journey.

Mobile: Continuum CRM provides mobile access, allowing users to view appointments, prospects, and add new records from anywhere. Users can record voice notes on their smartphones to ensure important interactions are not forgotten. The mobile app enables users to directly call, email, or text prospects. Additionally, the mobile calendar feature allows users to schedule follow-up actions without the need to return to the office.