Continuum CRM
Continuum CRM
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WH Score
6.6

Top Continuum CRM Features

What are the Best Continuum CRM Features?

Continuum CRM delivers robust features that are especially crafted for organizations that offer assisted living and senior living services. Here's an exploration of some of the standout features that make Continuum CRM a preferred choice:

Lead Management

Continuum CRM simplifies lead management, ensuring meticulous tracking and preventing potential clients from slipping through the cracks. The system provides a centralized platform for capturing lead information, assigning tasks, and managing follow-ups seamlessly.

Care Plan Management

Caregivers leverage Continuum CRM to create and manage personalized care plans for each client. This feature empowers caregivers to effortlessly track care tasks, schedule appointments, and monitor progress, guaranteeing that clients receive tailored and exceptional care.

Communication Tools

The CRM boasts a range of communication tools, including email and SMS integration, facilitating smooth and effective communication with clients, caregivers, and stakeholders. These tools are pivotal in maintaining regular contact throughout the care process.

Reporting and Analytics

Continuum CRM's reporting and analytics capabilities give users valuable insights into business performance. From tracking conversion rates to monitoring caregiver productivity, these features empower informed decision-making and improve overall operational efficiency.

Billing and Invoicing

Simplifying the billing and invoicing process, Continuum CRM automates the generation and tracking of invoices. This automation ensures accurate and timely billing, relieving administrative burdens and enhancing cash flow management.

Continuum CRM is a pinnacle assisted living/senior living CRM solution, delivering a comprehensive suite of features designed to optimize operations and boost efficiency. 


Customer Management

  • Customer Profiling
  • Customer Lifecycle Management
  • Pipeline Management
  • Deal Management

Campaign Management

  • Sales/Marketing Calendar

Supported Channels

  • Voice
  • SMS
  • Email

Accounting Features

  • Invoicing & Billing

Inventory Management

  • Item Tracking & Traceability

Reporting & Analytics

  • Sales Analytics
  • Marketing Analytics
  • Data Visualization
  • Dashboard
  • Lead and Opportunity Tracking
  • Executive Summary
  • KPI Tracking
  • Conversion Analytics
  • Lead Scoring
  • 360° Customer View
  • Trend Reports

Customizable Items

  • Custom Workflows
  • Custom Reports

Collaboration Tools

  • Notes
  • Color-Based Labeling

Data Migration

  • Data Export

Third-Party Integrations

  • HubSpot

Microsoft 365

  • Microsoft Excel
  • Microsoft Outlook

Google Workspace

  • Gmail
  • Google Sheets

After-Sales Service

  • Training/Tutorial
  • Advisory Services

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