ResiCRM
Prospects, tours and deposits.
Coaching
- Log your selling time
Record productive time, track your weekly goal and read leader comments.
- Set goals and coach your team
Set selling and visit goals, review team activity and leave coaching comments.
Engagement
- Use follow-up templates
Personalize a script or draft and save your own templates.
- Plan marketing activities
Schedule events and outreach, track guests and record results.
Getting started
- Find your way around ResiCRM
Sign in, learn the menu and see what your role can do.
- Get help from the support team
Send a support request from inside ResiCRM and know when to expect a reply.
- Manage notifications and settings
Choose your reminders, update your profile and export data.
Leads
- Work the leads inbox
Sort new leads, log first contact and keep follow-up moving.
- Grade leads and track referrals
Set a lead grade, record who referred a family and manage your source lists.
Move-in
- Hand off a prospect at deposit
Turn a prospect with a deposit into a resident record without retyping details.
- Track units and availability
Keep apartments up to date and link a unit to a prospect.
- Keep the resident census current
Add residents, flag retention concerns and record move-outs.
Operations
- Submit expenses and review the budget
Enter an expense with a receipt and compare budget to actual.
- Manage community settings and resources
Update community qualification rules and keep your resource library current.
Payments
- Record payments and send receipts
Log money collected, issue receipts and handle refunds and reconciliation.
Pipeline
- Use the pipeline and tasks
Move families between stages and keep your follow-ups on track.
Prospects
- Add a prospect
Save a quick inquiry, run the full intake or import a list.
- Find, assign and archive prospects
Search your prospects, set an owner and archive records you no longer need.
- Log contact and plan the next step
Record calls and visits, and schedule the next follow-up on a prospect.
- Add family contacts and documents
Record the people around a prospect and keep their files on one record.
Qualification
- Complete the move-in assessment
Fill in the assessment, read the score and record the clinical decision.
- Use Quick Qualify and the affordability calculator
Check fit during a conversation and compare financial scenarios.
Reports
- Read your dashboard and lead report
See what needs attention today and how leads are converting.
Tours and stays
- Schedule tours and record signed deposits
Plan a tour, record it when complete and capture the signed deposit.
- Book and run a staycation
Book a trial stay, work the department checklist and print the game plan.