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For 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.

No API key Nothing to install in Aline CRM (formerly Enquire)Nothing to install No card requiredNo card

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.

Last checked against Aline CRM (formerly Enquire)'s own documentation on September 25, 2026.

The gap

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

Aline CRM (formerly Enquire) sees

What was sold, to whom, and for how much.

no shared row
Your ad account sees

The click, the keyword, the call, and what each one cost.

The file

What the export needs in it.

Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.

  1. Needed

    Enquirer phone or email

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

  2. Needed

    Source and referral partner

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

  3. Needed

    Enquiry and move-in dates

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

  4. Optional

    Community and care level

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

Step by step

Getting the file out of Aline CRM (formerly Enquire).

Written for somebody with Aline CRM (formerly Enquire) open in the next tab. Report names vary by edition, so each step says what to look for.

  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.

What comes back

The page Aline CRM (formerly Enquire) cannot show you.

Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Senior Living page — not from a Aline CRM (formerly Enquire) account.

Traced to a channel$873,50059% of $1,480,000
Sales matched8 of 13high confidence only
Average sale$118,000per paid sale
ChannelShareSalesRevenue
Google Ads3$385,000
Referral agencies3$311,000
Meta Ads1$103,500
Community events1$74,000
Direct / Unknown5$606,500

Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.

The argument

What changes when the move-in and the ad share a row.

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.

Fair questions

“Aline CRM (formerly Enquire) already does that.” Not quite.

They say

“Aline CRM already reports by source.”

We say

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

They say

“Eighteen months is too slow to act on.”

We say

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

They say

“Placement agencies are just a cost of sale.”

We say

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.

Questions

Aline CRM (formerly Enquire), specifically.

Something else? Ask us and a person answers.

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

Aline CRM (formerly Enquire) and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.

Start today

Two exports, and you will know.

Nothing to install in Aline CRM (formerly Enquire), no API key, and no need to have been tracking anything until now. Last year works as well as this month.