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Para Aline CRM (formerly Enquire)

The family called in March and moved in the following February.

Export enquiries from Aline CRM, match them against move-in revenue, and rank sources over the length of the decision rather than the quarter.

Sin clave de API Nada que instalar en Aline CRM (formerly Enquire)Nada que instalar Sin tarjeta de créditoSin tarjeta

Aline CRM — sold as Enquire until the product moved under the Aline name — holds the enquiry side for the senior living operators that run it: the source, the campaign, the tour, the stage — while the revenue arrives as monthly fees in the billing system. CloseRev joins them on the enquirer's phone or email and reports move-in revenue by source over a window long enough for the decision to have happened. Revenue with no traceable enquiry is reported as Direct / Unknown.

Comprobado por última vez con la documentación del propio Aline CRM (formerly Enquire) el 25 de septiembre de 2026.

La brecha

Occupancy is reviewed monthly against enquiries that will not convert for a year.

Aline CRM (formerly Enquire) ve

Qué se vendió, a quién y por cuánto.

ninguna fila en común
Su cuenta publicitaria ve

El clic, la palabra clave, la llamada y cuánto costó cada uno.

El archivo

Qué debe contener la exportación.

Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.

  1. Necesaria

    Enquirer phone or email

    The adult child or advisor as often as the resident. Whoever the community actually talks to is the key.

  2. Necesaria

    Source and referral partner

    Where the enquiry came from, including placement agencies and hospital discharge planners.

  3. Necesaria

    Enquiry and move-in dates

    Both. The interval is the defining number of this category and it is measured in seasons.

  4. Opcional

    Community and care level

    Which building, and independent, assisted or memory care. Their economics differ substantially.

Paso a paso

Cómo sacar el archivo de Aline CRM (formerly Enquire).

Escrito para quien tiene Aline CRM (formerly Enquire) abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  1. Export enquiries with source and dates

    One row per enquiry with a contact detail, the source and when it arrived.

  2. Export move-in revenue

    From the billing system: resident contact detail, monthly fee, move-in date.

  3. Use a window of at least eighteen months

    A senior living decision is made slowly, often in stages, and frequently restarts after a health event.

  4. Keep the enquiries that never moved in

    They are most of the file and all of the cost, and they differ enormously by source.

  5. Upload both

    The join runs on the phone and the email, normalised, grouped by when the enquiry arrived.

Lo que recibe

La página que Aline CRM (formerly Enquire) no puede mostrarle.

Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Residencias para mayores, no de una cuenta de Aline CRM (formerly Enquire).

Atribuidos a un canal$873,50059% de $1,480,000
Ventas coincidentes8 de 13solo alta confianza
Ticket medio$118,000por venta pagada
CanalProporciónVentasIngresos
Google Ads3$385,000
Agencias de derivación3$311,000
Meta Ads1$103,500
Eventos comunitarios1$74,000
Directo / Desconocido5$606,500

Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.

El argumento

Qué cambia cuando cada move-in y el anuncio comparten una fila.

The person who enquires is usually not the person who moves in

An adult daughter calls, tours three communities, talks to her brother, and a parent moves in eleven months later.

That means the contact detail on the enquiry and the contact detail on the resident record are frequently different people, and a naive match loses most of the file.

Exporting the enquirer's details onto the resident record — or keeping the family contact on both — is what makes this measurable at all.

Where both are present the report matches on either, and reports which key joined, so a low match rate is visible as a data problem rather than as a channel producing nothing.

This is the single most common reason senior living attribution fails, and it is a field on a form rather than a technology problem.

A resident is recurring revenue with a long and variable stay

A move-in is not a sale of a fixed amount: it is a monthly fee for a stay that may run months or years, at a care level that usually rises.

Ranking sources on the first month understates every one of them equally and tells you nothing about which produced residents who stayed.

Summing by resident across the window gives the honest figure, and keeping the care level lets a rise in acuity be read as revenue rather than as noise.

It also makes length of stay comparable by source, which is a real and uncomfortable finding: sources that fill beds fastest do not always fill them longest.

Nothing here predicts a stay. It reports what residents from each source actually billed.

Placement agencies are a channel with a very large, very visible fee

Referral and placement services produce a substantial share of move-ins and charge a fee that is often a month's rent or more.

Because that fee is deducted rather than invoiced by a marketing platform, it sits outside the marketing budget and is rarely compared with what a paid campaign costs per move-in.

Putting it beside revenue per move-in makes the comparison real, and the answer depends entirely on length of stay: a large fee on a three-year resident is cheap and on a four-month one is not.

That calculation is the whole placement-agency decision and almost nobody runs it, because the two numbers live in different systems.

The report puts them in one place and leaves the conclusion to the operator.

Tours are the stage everyone measures and the one that moves least

Tours booked is available weekly, so it is what gets reported, and it correlates with move-ins far more weakly than anyone expects.

A source producing willing tourers and few move-ins scores well on it indefinitely, and nothing inside the funnel contradicts that.

Revenue per enquiry over eighteen months reorders the list, usually vindicating a slower source that the tour metric had buried.

Both numbers are shown side by side, because the gap between them is itself the finding and is often about the community rather than the channel.

Preguntas justas

«Aline CRM (formerly Enquire) ya hace eso». No exactamente.

Ellos dicen

«Aline CRM already reports by source.»

Nosotros decimos

On enquiries, tours and stages, which it sees. The monthly fee is in the billing system and nothing joins the two.

Ellos dicen

«Eighteen months is too slow to act on.»

Nosotros decimos

The decision takes that long. Grouping by enquiry date lets you act on mature cohorts while the recent ones fill in.

Ellos dicen

«Placement agencies are just a cost of sale.»

Nosotros decimos

They are an acquisition channel with a fee, and comparing that fee with a campaign's cost per move-in is the decision nobody runs.

Preguntas

Aline CRM (formerly Enquire), en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

No. It reads exported files, so your enquiries, notes and resident records stay where they are.

Aline CRM (formerly Enquire) y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.

Empiece hoy

Dos exportaciones y lo sabrá.

Nada que instalar en Aline CRM (formerly Enquire), sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.