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Prospect-Centered Support
Together with our clients, we believe it is our duty to guide and support prospects and their families in their decision process.
Roobrik Chat provides quick access to community information and tour scheduling, while offering Roobrik’s proprietary decision support for those who need it to move forward.
Unlock the Power of Data
Deliver more qualified leads that are ready to talk to sales. Roobrik Chat is optimized for prospect enablement and conversion based on hundreds of thousands of Roobrik Survey responses.
All interaction and performance data is easy to view and understand in your Client Dashboard.
Lower your monthly spend by consolidating your lead and website tools. Switching to Roobrik Chat can save you up to 50% compared to using multiple vendors.
Current clients are eligible for Roobrik Chat at no- or low-cost for a limited time.
Connected to Your CRM
Roobrik Chat connects to the systems you and your teams rely on, including top CRMs and Marketing Automation Platforms.
Valuable prospect insights flow directly into your sales workflows, enabling better conversations that convert at higher rates.
A Trusted Team
Join nearly 200 providers who count on Roobrik to optimize their prospect journey and provide transparent results with unbiased analysis and recommendations.
Everyone at Roobrik is dedicated to being empathetic, helpful, and accountable to our clients’ needs.
Already Have a Chat Tool?
Let us show you how we’re different. And we make switching easy!

Roobrik Chat is like a handshake, and Roobrik Surveys are like a hug.
– Masonic Villages, Roobrik Client

Roobrik Solutions

Roobrik Surveys

Roobrik Surveys

Don’t Let Your Hidden Audience Bounce
Engage the growing segment of your web traffic that is not yet ready to talk to sales. The surveys use motivational interviewing to help prospects feel more prepared to move forward in their buyer journey.

Convert More SQLs
The surveys motivate as they educate, driving more prospects to become sales opt-ins. At the same time, they perform invaluable discovery for your sales team.

Roobrik Afford

Roobrik Afford

Predict Financial Readiness Without a Calculator. Prioritize Leads.
Demystify the financial evaluation process for prospects without asking for a single number. Each prospect is assigned a level of financial readiness that sales teams use to prioritize effort.

Utilize Anywhere in Your Funnel
Our most versatile survey makes a great top-of-funnel value-add touchpoint, while at the same time works deeper in the funnel by driving SQLs and supporting lead prioritization.

Trusted by Leading Providers

Roobrik is proud to partner with these senior living providers to optimize their prospect journeys and conversion rates.

Shared by Clients Recently

Such a valuable asset — not only to us, but i think to prospects to better understand their needs

I would love to have a day where all of our prospects are taking the assessment. It just gives so many great talking points for our sales directors or our call center to have a really great conversation… There’s a ton of value.

Mike Thompson Jr.
Director of Marketing, Brightview Senior Living

What’s great about it is that it enables my sales teams to have much more robust conversations with prospects because they can see all of the data Roobrik gathers right there in the contact record.

Thomas Cloutier
CMO, Arete Living

Roobrik provides me with a map to creating the best experience from the first phone call. I have a picture of their hobbies and interests and who they are a person. I can see them before I even speak with them on the phone.

Knowing how to start them on their journey of research from what care level to begin the discussion with to what amenities to highlight based on their interests makes a big difference in my first touch base.

Nicole Pretre
President & CEO, Cedar Community

Integrations with the Best in the Business

Whether it’s collaborating with your agency or funneling leads into your marketing automation and CRM platforms, we’re built to optimize your efforts without any effort. Plus, we’re HIPAA compliant!

Check out our versatile offerings: whether you seek a tailored middleware solution or wish to create a new integration on demand, we’ve got you covered.