Turn prospects into residents, seamlessly.

Track, manage, and convert inquiries.

Residex Marketing gives your team the tools to capture and nurture leads with clarity and consistency. From first inquiry to move-in, every interaction is logged, every follow-up is scheduled, and every opportunity is organized. With smart tracking, custom statuses, and easy documentation, you’ll streamline your sales process and make sure no prospect slips through the cracks. Whether you’re a single-site community or part of a larger organization, Marketing helps you stay proactive, responsive, and fully aligned.

Standardized workflows for smarter follow-ups.

Ensure consistent, professional communication with customizable statuses and prompts that guide your team through every stage of the prospect journey.

Centralized prospect profiles.

Keep all inquiry details, notes, and communication history in one place. Anyone on your team can pick up the conversation without missing a beat.

Tracking and data-driven insights.

Track referral sources, timelines, and conversion rates to refine your outreach strategy and make data-driven marketing decisions.

FAQ: Marketing

What kinds of leads can be tracked in Marketing?

You can track walk-ins, calls, online inquiries, and referrals – any source of prospective residents can be added and managed through the system.

Can I customize the statuses and workflows?

Yes. Marketing allows you to tailor the stages of your sales funnel to match your community’s process and priorities.

Is this tool only for Marketing teams?

While it’s built for sales and marketing, the visibility it provides also benefits administrators and care teams by offering insights into upcoming move-ins and community growth.

Where can I learn more about using the Marketing tool?

Explore the full documentation here: Residex Marketing Guide

Watch our demo videos and dive into the Documentation Guide