CRM Support

Customer relationship management (CRM) software such as Salesforce or InfusionSoft is key to the success of any community’s marketing program. If your community already has CRM software in place, Bloom offers tools and training to optimize your efforts. If not, we advise the community on which CRM software to deploy, and we offer consultation on setup and management. Wherever you are on the spectrum, we will guide you toward best practices in managing and analyzing interactions with incoming resident families throughout the sales cycle – all with the goal of improving relationships, retention and occupancy.

CRM Support may include consultation time as well as an easy-to-implement strategy that engages contacts and moves them down the sales funnel. This strategy may also involve team training.

You will receive the contracted amount of consultation and training time. You may also receive documentation of the sales strategy, depending upon its complexity. You will also receive the contracted amount of agency time to design and develop any related materials. Delivery of electronic final files is included.

Get a CRM Assessment and Estimate Today!

Just fill out the quick and easy form below to receive your assessment and estimate.





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    Applewood Our House

    Applewood Our House

    Welcome home

    The Argyle

    The Argyle

    Where Happiness Comes to Life

    Snow Day II

    Snow Day II

    Icicle Paradise on Wynkoop

    Snow Day III

    Snow Day III

    All Aboard the Polar Express

    Snow Day IV

    Snow Day IV

    Under the Mistletoe

    The good thing about working with Bloom has been they are process oriented. There were timelines, deadlines, and processes in place and it flowed beautifully, better than any organization I have ever worked with before.

    We had a good website and a good online presence but we wanted to move it to excellent Not having any experience, we needed an outside expert to move us to the next level. Bloom developed a more user-friendly, intuitive website that better conveyed our message.

    Alan WyngardenOwner, Applewood Our House

    Our occupancies have stabilized at about 98% for several months now.

    Debi Ross

    Bloom designs marketing materials through strategy and with the goal of filling occupancies, not just creating something that looks good. They did an excellent job of understanding who we were trying to attract and designed to that demographic.

    Randall Hartman

    Ready to take your senior living community to the next level?