Questions, answered

Everything you were about to ask.

How the platform works, how your data is handled, what switching looks like, and how the flat pricing works — no referral fees, no surprises.

Platform & Capabilities

What is ThrivoIQ?+

ThrivoIQ is the complete resident acquisition platform for senior living — the largest directory of communities in the country, the most capable CRM built specifically for this industry, and zero referral fees, all for one flat monthly price.

How is ThrivoIQ different from other senior living CRMs?+

Most CRMs in this space stop at the sale — they track a prospect until they sign a lease, then hand off to a separate system for resident management. ThrivoIQ is the only platform that connects the two: a signed lease becomes a room reservation, a resident profile, and a census forecast automatically, in the same system. And unlike directory-based lead sources, ThrivoIQ never charges a referral fee — you pay one flat price whether you close one resident this month or twenty.

What kind of data and insights can I access with ThrivoIQ?+

Every dashboard runs on your own real data — lead scoring breakdowns, weighted pipeline value, close rate trends, days-to-close, occupancy and census forecasts 30 days out, communication performance across email and SMS, and lead-source ROI comparisons. Nothing is a borrowed industry benchmark; every number you see is something you can defend to your own leadership team.

Can ThrivoIQ integrate with other systems we already use?+

ThrivoIQ includes its own dedicated local phone number per community and two-way SMS built in, so most communities run their entire communication workflow inside ThrivoIQ without needing a separate system. Leads can also come in through CSV import, a phone quick-log, an embeddable web form, or an API endpoint with token authentication.

How does ThrivoIQ improve operational efficiency for a sales team?+

The Daily Mission feature automatically prioritizes every rep's day — Critical, Due Today, and Recommended tasks, ranked by the expected revenue and lifetime value of each prospect — so nobody has to guess who to call first. Automated follow-up sequences mean a lead never goes long without a response, and the Pipeline Health Scorecard flags exactly where a team's process is breaking down, with one-click fixes.

Is ThrivoIQ customizable to our community's specific needs?+

Yes. Revenue Settings let each community configure its own care types, base rates, care-level add-ons, and fee structure, including a custom fee builder. Team permissions are role-based (Owner, Executive Director, Sales Director, Administrator, Staff) so every person sees exactly what's relevant to their job.

How does ThrivoIQ support resident care, not just sales?+

ThrivoIQ is the only platform where the sales pipeline and resident management are the same system. Once someone moves in, their full profile — care details, family contacts, daily caregiver logs, photo gallery, documents, and billing — lives in ThrivoIQ too, and an expected move-out date automatically feeds back into your census forecast.

What are the concrete benefits of switching to ThrivoIQ?+

You stop paying referral fees on every lead, you get a CRM actually built around how senior living sales works instead of adapted from another industry, and you get one system that runs from first inquiry through move-in and ongoing resident management instead of stitching together a lead source, a generic CRM, and a separate resident management tool.

Security & Access

How does ThrivoIQ handle data security?+

Access is role-based by design — Staff, for example, can log resident care but cannot see leads, pipeline, or analytics, and only the roles that need financial or contact data can see it. Data is encrypted in storage and access is authenticated at every level.

Can ThrivoIQ be accessed remotely or on mobile?+

Yes — the entire platform is built mobile-first, down to 48px minimum touch targets, so a sales director or caregiver can do their job just as fully from a phone in the field as from a desktop in the office.

Switching & Setup

We're currently using another CRM — how hard is it to switch?+

A guided CSV/Excel import wizard with smart column auto-detection and duplicate handling brings your existing resident and prospect data in from day one, so switching doesn't mean starting from a blank system.

How long does setup and onboarding take?+

New communities go through a guided onboarding wizard on first login covering your community profile, revenue settings, and lead sources — most of what you need to start working leads is in place from your first session.

Pricing & Referral Fees

Do you charge a referral fee like some other lead sources in this industry?+

No, never. ThrivoIQ charges one flat monthly subscription depending on tier, or a custom Enterprise plan, regardless of how many leads you receive or residents you close.

What does ThrivoIQ cost?+

Verified Listing is $149/month, Growth CRM is $625/month, Professional is $950/month, and Enterprise is custom-priced. Full plan details are on the Pricing page.

Have a question about plans, billing, or contracts specifically?

See Pricing & the pricing FAQ