Senior Living Move-In CRM
Senior Living CRM with Tour Follow-Up and Move-In Tracking. Track family inquiries, care needs, tours, trial stays, deposits and move-in dates, with a public tour request. Free to clone.
Senior Living Move-In CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Hearth at the desk and Hearth. Its automations include Monday stale leads, Tour follow up draft and New lead scoring.
by @taskade
What you can do with Senior Living Move-In CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Senior Living Move-In CRM works
- Monday stale leads: when Every Monday at 8, then Find the stale leads and Email the stale lead list.
- Tour follow up draft: when a tour is set Toured, then Draft the family follow up and Post the draft on the tour.
- New lead scoring: when a lead is added, then Score the lead and Save Hot score.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Hearth at the desk, Hearth
- Automations: Monday stale leads, Tour follow up draft, New lead scoring
- Workspace: 6 projects, 2 AI agents, 3 automations