Hi! Kate Phelps, president of Taylor Reporting Solutions, here! 

If you know me, you know I get jazzed about two things: helping people do more with REPS (MatrixCare Marketing) and number crunching to find the needle in the haystack that will actually improve sales efforts. (Some might say a little too jazzed!)

My team and I combine those two passions to give retirement communities a CRM that totally rocks and reports that are chock-full of super insightful data about your sales and marketing efforts.


Anyone can help you count calls... We're going to help you figure out which data will actually impact your bottom line and help you figure out what to do about it. When you work with us, you no longer need to run a million reports and manually update a bunch of confusing spreadsheets. We'll put the numbers into perspective and simplify the spreadsheets you’re already using to make sure you're focusing on the key metrics.

We'll also make it easy for you to compare yourself against industry benchmarks and to present that information to the people you report to. If your team uses REPS and you care about the numbers, let's talk! 

REPS is a good system and we have used it for years. I don’t think it provides good tools for analysis but Kate is the bridge that makes a good tool great. She is super easy to work with, has an unbelievable can-do attitude, and offers innovative and effective solutions to solve any issues we have. 

- Felecia Sveda, Vice President, Marketing, Lenbrook

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