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SRI Management Speed to lead was cut in half

Over the course of WelcomeHome implementation & adoption of tools, SRI Management is able to complete activities easier!

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SRI Management currently manages over 30 Independent, Assisted Living and Memory Care communities throughout the Southeastern United States, committed to providing their residents and families with a uniquely exclusive senior living experience embodying the core values of character, compassion, commitment, consistency, and communication.

the challenge

In Jan ‘22, occupancy and lead-to-move in sat below industry average, with a 2% lead to move in conversion rate.

Efficiency metrics like speed to lead and core sales activities weren’t tracked systematically making it nearly impossible to create an effective sales strategy.

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the challenge

SRI Management began migrating communities to WelcomeHome, and cleaning up their database. SRI Management set explicit goals in the CRM and worked with the sales teams to establish stronger standards.

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“WelcomeHome made everything easier because it brought everything into one place. You can text from it, email from it, email everyone at once, and place calls. The mobile app helps a ton. It’s really simple and easy to just get things done.”


-Danielle Presley

Sales Director at SRI Management

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