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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.

Sem chave de API Nada para instalar no Aline CRM (formerly Enquire)Nada para instalar Sem cartão de créditoSem cartão

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.

Verificado pela última vez na documentação do próprio Aline CRM (formerly Enquire) em 25 de setembro de 2026.

A lacuna

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

O Aline CRM (formerly Enquire) vê

O que foi vendido, para quem e por quanto.

nenhuma linha em comum
Sua conta de anúncios vê

O clique, a palavra-chave, a ligação e quanto cada um custou.

O arquivo

O que a exportação precisa ter.

Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.

  1. Obrigatória

    Enquirer phone or email

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

  2. Obrigatória

    Source and referral partner

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

  3. Obrigatória

    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.

Passo a passo

Como tirar o arquivo do Aline CRM (formerly Enquire).

Escrito para quem está com o Aline CRM (formerly Enquire) aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  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.

O que você recebe

A página que o Aline CRM (formerly Enquire) não consegue mostrar.

Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Residenciais para idosos — não de uma conta do Aline CRM (formerly Enquire).

Atribuída a um canal$873,50059% de $1,480,000
Vendas com correspondência8 de 13só alta confiança
Ticket médio$118,000por venda paga
CanalParcelaVendasReceita
Google Ads3$385,000
Agências de indicação3$311,000
Meta Ads1$103,500
Eventos no residencial1$74,000
Direto / Desconhecido5$606,500

Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.

O argumento

O que muda quando cada move-in e o anúncio ficam na mesma linha.

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.

Perguntas justas

“O Aline CRM (formerly Enquire) já faz isso.” Não exatamente.

Eles dizem

“Aline CRM already reports by source.”

Nós dizemos

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

Eles dizem

“Eighteen months is too slow to act on.”

Nós dizemos

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

Eles dizem

“Placement agencies are just a cost of sale.”

Nós dizemos

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.

Perguntas

Aline CRM (formerly Enquire), especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

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

Comece hoje

Duas exportações, e você vai saber.

Nada para instalar no Aline CRM (formerly Enquire), sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.