Case Study: Senior Living Smart gains better lead intelligence and faster insights with CallRail

Senior Living Smart cuts call insight time by 15 minutes with CallRail

Senior Living Smart, a HubSpot agency partner for senior living communities, faced a challenge in tracking the customer journey. A significant blind spot occurred when prospects bypassed digital channels and called directly, which prevented them from being properly advanced through the sales funnel in HubSpot. They turned to CallRail and its AI-powered lead intelligence platform to address this gap.

By integrating CallRail with HubSpot, Senior Living Smart gained the ability to track and attribute calls to online behavior. The solution provided enhanced lead scoring by including calls as a positive criteria, sped up time to insight with AI-powered call summaries, and enabled the triggering of HubSpot email and SMS workflows based on call data. This gave the company a holistic understanding of customer interactions and improved their marketing outcomes.

Senior Living Smart