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  • Writer's pictureRachel Parks

5 Customizations That You and Your Team Will Love

Updated: Nov 2, 2023

When we set out to develop the best senior living CRM, the ability to customize pretty much everything about it was one of our highest priorities. The result is that WelcomeHome offers many CRM customization options to suit the different needs of our many customers.

Over the years, we’ve gotten a good understanding around the customizations that are the most popular and useful. Here are some of our top customizations.


Automations in WelcomeHome cover a wide range of possibilities!

Sales activity automations can include: sending an automated follow-up email to the prospect when they fill out an online form requesting a brochure; or notifying the sales team by text messages that a tour has been scheduled through the community’s website.

Resident status changes can trigger automated emails or texts to the community staff. For example, when a prospect puts down a deposit on an apartment, an automated notification can go out to the Executive Director, Director of Nursing, and Maintenance Director.

Reporting and report notifications can even be automated. If your regional and corporate sales leaders need to receive an end-of-week status report on all the communities in a region, that report can be automatically generated and sent to all parties involved.

Housing Contracts

The move-in process in WelcomeHome can be customized to suit your community’s or company’s specific procedures for moving in new residents. For example, a deposit or move in can trigger:

  • an activity in your health and billing management platform like noting the move-in date;

  • a notification email to the executive director and sales director to prepare the move-in packet of paperwork;

  • a notification email to the director of nursing to schedule an assessment of the new resident.


WelcomeHome’s reporting capabilities are not only extensive, but they are also customizable. Even though WelcomeHome is pre-set with the most common reports, specific reports can be created to meet the needs of your entire team from sales director up to the CEO and investors. Reports can easily query specific data and generate a product that is complete and ready to present.

Activity Types

WelcomeHome’s ‘Schedule an Activity’ function offers the flexibility to add in specific activity types unique to your sales processes and procedures. Not only are common activity types like calls, emails, tours, assessments, and home visits built in, but client-specific ones can be added. For example: you can add your own activities like lunch invitations, pre-move-in staff meetings, sending text or video messages to the prospect, and outreach referral source appointments. Whatever activities are in your sales processes and procedures can be added as an activity type in WelcomeHome.

Occupancy Board Views

One of the most useful sources of up-to-date information for sales directors and sales managers is WelcomeHome’s occupancy board. The occupancy board can filter and display the status of apartments in a senior living community by one or more of the following criteria:

  • Floor Plans

  • Status

    • Occupied

    • Reserved

    • Notice

    • Vacant

    • Off Census

    • Move In Today

    • Move Out Today

  • Care Types

    • IL

    • AL

    • MC

  • Risk Levels

    • OK

    • At Risk

    • In Hospital

    • Rehab

    • On Hospice

    • On Leave

    • Out With Family

  • Privacy Levels

    • Private

    • Shared

    • None

Imagine the information available at your fingertips: you could easily search for vacant one-bedroom AL apartments; shared memory care studio apartments that have a pending notice of moving out; or 2-bedroom IL apartments that are off census but might be ready in 90 days.

You and your team will love all the customization options that WelcomeHome provides to make your CRM tool that much easier to use!

Are you in the market for a new CRM that can be easily customized to suit the needs of your senior living communities and company? You and your team will love all the customization options that WelcomeHome provides to make your CRM tool that much easier to use! With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is a powerful tool for both users in the community and owner/operators. Experience for yourself what thousands of senior living professionals rely on to make their job easier: request a free demo of WelcomeHome’s CRM today.


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