LivingMetrics™ is a person-centric CRM and sales enablement platform built exclusively for the later living sector. In our sector, where customer journeys are characteristically long and emotive rather than transactional, this purpose-built solution revolutionises how retirement village and care facility operators engage with potential residents and their families, successfully addressing the unique complexities that standard CRM systems simply fail to handle.
A CRM Built Exclusively for Later Living
LivingMetrics™ stands apart as one of a couple of customer relationship management platforms designed specifically for later living operators in the UK. This laser focus on the sector means every feature directly addresses the unique challenges facing UK sales teams in retirement villages, nursing facilities, and memory care communities.
The platform tackles the time-consuming administrative burden that pulls sales professionals away from meaningful prospect conversations. By streamlining record-keeping and automating routine tasks, LivingMetrics™ empowers teams to focus on what truly matters: building relationships with prospective residents and their families.
Comprehensive Prospect Tracking at Your Fingertips
At its core, LivingMetrics™The Later Living CRM and Sales Enablement Platform provides complete prospect records designed around the later living sales cycle. Every interaction finds its home in the system, from initial web form submissions and sales notes to email exchanges and phone conversations. The optional call tracking functionality, complete with transcriptions and AI summaries, ensures no touchpoint goes undocumented.
What sets LivingMetrics™ apart is its understanding that later living decisions rarely involve just one person. The platform captures interactions with associated influencers like adult children within the same prospect record, giving sales teams a complete view of the entire customer journey. You can easily see which information is being requested by everyone involved in the decision-making process, ensuring no family member’s concerns or questions go unaddressed.
Inventory management for retirement villages and care communities receives equal attention. Units display real-time availability alongside current occupancy status, giving sales teams instant visibility into what they can offer prospects. This eliminates the frustrating back-and-forth that occurs when teams lack accurate, up-to-date information.
For operators managing multiple properties, detailed inventory capabilities extend to campus-level organisation. Teams can track availability across memory care wings, nursing facilities, and independent living options within a single portfolio view.
Automation That Saves Hours Every Week
LivingMetrics™ recognises that sales professionals shouldn’t spend their days on repetitive administrative tasks. The platform’s automation features handle the routine work automatically, reclaiming valuable hours each week.
Templated email functionality allows teams to maintain consistent, professional communication without drafting every message from scratch. Whether sending introduction emails, follow-up reminders, or information packets, pre-built templates ensure quality while dramatically reducing composition time.
Perhaps most impressively, the system can generate customised videos and photos for prospects automatically. This personalisation at scale would be impossible manually, yet LivingMetrics™ can deliver these engaging assets directly to interested families without requiring intervention from busy sales staff.
Data-Driven Insights for Smarter Decision Making
Beyond day-to-day sales management, LivingMetrics™ provides operators with powerful reporting and analytics capabilities. The platform offers fully customisable reports and dashboards that transform raw prospect data into actionable intelligence.
Sales leaders can track conversion metrics, identify bottlenecks in the prospect journey, analyse response times, and measure team performance across unlimited parameters. This visibility enables data-informed decisions about resource allocation, marketing effectiveness, and sales strategy refinement.
For multi-site operators, the ability to compare performance across different facilities provides invaluable benchmarking opportunities and helps identify best practices worth replicating organisation-wide.
Seamless Integration with Essential Business Tools
LivingMetrics™ doesn’t exist in isolation. The platform offers robust integration capabilities with Microsoft, Google, and ActiveDEMAND, ensuring it fits naturally into existing technology ecosystems. These connections eliminate data silos and reduce the need for duplicate entry across multiple systems.
Despite its comprehensive functionality, LivingMetrics™ remains remarkably simple to use. The intuitive interface means sales teams can start benefiting immediately without lengthy training periods or steep learning curves.
The Bottom Line: More Time for What Matters
For UK later living sales teams juggling countless administrative requirements alongside prospect engagement, LivingMetrics™ delivers tangible time savings and improved conversion potential. By handling the operational complexity automatically, the platform liberates sales professionals to focus on the human connections that ultimately fill communities.
The comprehensive feature set addresses every stage of the prospect journey while providing leadership with the visibility needed to continuously improve performance. In an industry where personal relationships drive decisions, LivingMetrics™ ensures technology enhances rather than hinders those crucial connections.
For retirement village and care facility operators seeking competitive advantage through sales enablement, LivingMetrics™ represents a purpose-built solution designed around the realities of later living sales in the United Kingdom.
For More Information on LivingMetrics™ contact Lead Intuition on 01603 552696 or visit our website here.