A retirement-living operator was running sales, residents and operations across a generic CRM, a stack of spreadsheets and a lot of email. There was no single view of the business, buyers slipped through the cracks between EOI and move-in, and every phone call’s detail lived only in whoever took it.
Time lost to admin, detail lost between tools, and money leaking out every month to software that still didn’t quite fit. The kind of friction that quietly caps how far a business can grow.
Every call transcribed, summarised and auto-applied to the right buyer record, so nothing is lost and the pipeline is always current.
A guided path from EOI and deposit through to move-in, with live availability replacing the stale PDF list.
A native app that puts the community, services and updates in residents’ pockets.
Occupancy, the DMF book and the buyback clock in one live view instead of five spreadsheets.
One product family, one identity, so it all feels like one platform.
The team stopped re-keying data between tools and got hours back every week.
The buyer journey portal keeps every deal moving, with nothing waiting in an inbox.
AI call intelligence means the full detail of every conversation is on the record, automatically.
Occupancy, revenue and the DMF book, live in one place instead of reconciled by hand.
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