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  • Writer's pictureRachel Parks

Switching CRMs Made Easy

Making the switch from one CRM to another can be a daunting task. Communities invest considerable time and resources into their existing systems, and the prospect of change might evoke fear and uncertainty. We understand these concerns! At WelcomeHome, we have streamlined the transition process for communities. With dedicated support and tailored implementation strategies, WelcomeHome Software makes transition easy, empowering communities to embrace change confidently.

For those who have courageously made the switch, the results speak volumes. Communities that have switched to WelcomeHome Software from other CRMs have experienced remarkable success stories, showcasing tangible improvements across various metrics.

Driving Occupancy and Conversion Rates

One of the most significant indicators of success is occupancy rates and conversion metrics. Across our customers, there has been a 3pt increase in occupancy within 9 months after transitioning to WelcomeHome Software. This notable improvement underscores the platform's effectiveness in attracting and retaining residents.

Moreover, the transition has led to a 2x increase in tour-to-move-in and inquiry-to-move-in conversions within 12 months after the switch. These figures reflect WelcomeHome Software's enhanced efficiency and effectiveness in converting leads into residents, ultimately bolstering the community's economic success.

Amplifying Engagement and Efficiency

In addition to driving conversions, WelcomeHome Software has significantly elevated community engagement levels. The data reveals a remarkable surge in communication activities, with a 10% increase in calls, an over 300% increase in texts, and a more than 100% increase in emails. This surge in communication channels underscores the platform's versatility and ease of use for the community team.

Moreover, the transition to WelcomeHome Software has resulted in an 8% increase in tour volume, indicating heightened interest and engagement from prospective residents. This increase in tour activity provides communities with more opportunities to showcase their offerings and increase move-ins.

Empowering Sales Directors

Beyond the metrics, the transition to WelcomeHome Software has profoundly impacted communities' operational efficiency. Sales directors, in particular, have benefitted greatly, with more than six hours saved weekly. This newfound time can be redirected towards strategic initiatives, personalized resident interactions, and further enhancing the community experience.


The success stories of communities transitioning to WelcomeHome Software paint a compelling picture of innovation driving tangible results. From driving occupancy rates to amplifying conversion metrics and streamlining operations, WelcomeHome Software has emerged as a game-changer in community management.

With a track record of success and a commitment to innovation, WelcomeHome Software is not just a CRM platform—it's a catalyst for community success. Discover why thousands of senior living professionals trust WelcomeHome to make their jobs easier: Request a free demo of WelcomeHome's CRM today.


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