Sales teams in the later living sector face a persistent challenge: valuable leads disappear into the void of forgotten phone conversations. Without proper call tracking infrastructure, even the most skilled sales advisors struggle to maintain comprehensive records during high-volume periods. This often results in lost opportunities and diminished ROI on marketing spend. LivingMetrics™, the Later Living CRM and Sales Enablement Platform with built-in Call Tracking addresses this critical gap with built-in sophisticated call tracking technology designed specifically for our industry. As well as marketing attribution, the platform can automatically record and transcribe every incoming and outgoing call. Then an AI generated summary, creates a permanent, searchable record of all prospect interactions without requiring any manual effort from sales teams.
This automation is a time saver during peak enquiry periods when advisors juggle multiple conversations simultaneously. Rather than frantically scribbling notes between calls or relying on memory to reconstruct conversations later, teams can focus entirely on building relationships with prospects and their families. The system captures every detail in the background, ensuring nothing falls through the cracks.
Equally as important is marketing Budget ROI. Marketing teams invest heavily in brochures, local newspaper adverts, and community open days to generate leads and offline assets are notoriously difficult to attribute. To truly understand which marketing channel is driving families to contact you, you need dedicated Call Tracking. LivingMetrics™, the Later Living CRM with Built-in Call Tracking offers a solution that enables you to instantly register phone numbers for both inbound and outbound calling, ensuring every lead is accounted for.
Purpose-Built for Later Living’s Unique Requirements
The call tracking capabilities within LivingMetrics™ reflect a deep understanding of later living sales dynamics. Unlike generic call recording solutions, this purpose-built CRM recognises that the later living decision-making process can involve complex, multi-party conversations spanning months or years. The transcription and summary feature allows team members to quickly review previous discussions, ensuring continuity when multiple advisors interact with the same family.
LivingMetrics™ is one of only a couple of CRMs in the UK specifically designed for Later Living and care sector Operators, incorporating sector-specific lead enablement features that generic platforms cannot provide. The call tracking functionality integrates seamlessly with these specialised tools, creating a comprehensive system for managing the entire prospect journey.
LivingMetrics™ is exclusively available in the UK and Europe through Lead Intuition. They also provide training and support during UK business hours and can advise on the entire Later Living Sales & Marketing journey.
How LivingMetrics™ Call Tracking Works
LivingMetrics™ is designed to sit alongside your existing infrastructure, not replace it. The system allows you to register unique phone numbers for specific campaigns and automatically forward inbound calls to your existing reception or sales team lines.
It is important to understand the mechanics: the call is not answered inside the software dashboard itself. Instead, the call forwards directly to your designated landline or mobile phone, allowing your team to answer naturally.
In later living and the care sector, geography is often the deciding factor. Families want the reassurance that support is local. LivingMetrics™ allows you to search for and secure numbers based on specific criteria to match your community’s location. You can search by specific Area Code or Location (using the region abbreviation). This ensures that your marketing material for a community in say Manchester, displays a local 0161 number rather than a generic national one, instantly building trust.
Smarter Features for Sales Teams
LivingMetrics™ Call Tracking offers intelligent features that help your team handle enquiries with greater professionalism and context:
Whisper Messages: This feature is invaluable for busy reception desks handling calls for multiple events or properties. It is an optional field where you type a message that is converted to voice and played only to the staff member answering the call, before the caller connects. Scenario: You assign a unique number to your “Summer Garden Party”. When the phone rings, your concierge hears “Garden Party RSVP” before speaking to the caller. They immediately know the context of the call and can greet the prospective family appropriately, while the caller hears nothing but the connection.
Pre-Amble Messages: You can also configure a message that the caller hears before connecting, such as “This call may be recorded for training purposes”.
Analytics: For deeper insights into your sales performance, you can utilise call recording and conversation analytics, which are billed on a per-minute basis.
Simple and Transparent Billing
Managing sales and marketing budgets in the later living and care sector requires transparency. LivingMetrics™ operates on a pre-paid system where call tracking costs are billed separately from your main account subscription.
Phone Numbers: A small monthly rental fee applies to every tracked number in your account
Usage: Air-time is charged per minute against your pre-paid balance.
Messaging: SMS and MMS messages are charged on a per-message cost basis for sending and receiving.
Transforming Lost Conversations into Conversion Opportunities
The financial impact of inadequate call tracking cannot be overstated. Industry analysis suggests operators without robust call tracking systems lose significant percentages of potential residents simply due to poor follow-up documentation. When a prospect calls back weeks later, teams without call tracking must rely on incomplete notes or fading memories, hardly the foundation for confident, personalised service.
LivingMetrics™ eliminates this uncertainty. Every conversation becomes a permanent asset, accessible to any team member who needs context for future interactions. This proves especially valuable when there are multiple decision-makers across different conversations, allowing advisors to maintain a complete picture of needs, concerns, and preferences.
For later living and care sector operators committed to maximising lead conversion, call tracking represents not merely a convenience but a competitive necessity. LivingMetrics™ delivers this capability as part of a comprehensive CRM and sales enablement framework that understands the sector’s unique demands, providing the technological foundation for sustained sales success.
To find out how LivingMetrics™, the later living CRM and sales enablement platform with built-in call tracking can help your sales team contact Lead Intuition on 01603 552696 or visit our website here.