Occulytics Lead Intel

Know who you're talking to before you pick up the phone. Occulytics Lead Intel puts a lead's Occulytics profile in a side panel right next to your CRM, whether it'd be WelcomeHome, Salesforce or Yardi Senior CRM IQ. Open a prospect and you see how well they fit your community, a short AI-written briefing on what stands out about them, how far they live from the community, and the family members and influencers attached to the same inquiry. Move to the next record and the panel moves with you. Made for senior living sales teams Your sales directors already spend their day in the CRM, so Lead Intel meets them there. They can prepare for a tour or a follow-up call from the record they have open, without leaving the CRM to look anyone up. What you see for each prospect - A fit score, broken down into location, financial, and lifestyle components - An AI overview of the person's strongest fit signals - The distance from their home to your community, with a map - Their household: prospects and influencers on the same inquiry, each one click away Easy to approve for your team - Read-only. It never changes anything in your CRM. - It uses only the community and prospect identifiers in the page address and never reads the page itself. - It runs only on supported CRM pages, and each person sees only the communities they already have access to in Occulytics. Supported CRMs WelcomeHome, Salesforce Lightning, and Yardi Senior CRM IQ / Voyager 8. Getting started Install the extension, sign in with your Occulytics account, and open any prospect in your CRM. Lead Intel requires an Occulytics Market Intelligence account with Lead Intel enabled. To turn it on for your team, visit https://app.occulytics.com. Occulytics is a data and analytics platform for senior living operators.