Third Age Health scales client engagement and growth
Spotler CRM has become a key enabler for Third Age Health, supporting stronger client relationships, clearer insight and scalable growth.
About Third Age Health
Third Age Health is a New Zealand healthcare provider specialising in primary care services for older people. For more than a decade, the organisation has delivered GP and nurse practitioner services to over 50 residential aged care homes across New Zealand.
The challenge
As Third Age Health continued to grow, it became clear that existing ways of working were no longer sustainable. Client and prospect information was spread across multiple spreadsheets, making it difficult to maintain a clear overview or support a growing, remote workforce. They recognised that the organisation needed a more scalable approach.
“There was no way we could continue to grow with the systems we had in place. With a remote workforce and an expanding client base, we needed a CRM that could support both our people and our growth ambitions.”
Third Age Health required a single, central system that would act as a source of truth for all client and prospect information, accessible to teams working from different locations across the country.
Why Spotler
Following a professional development course focused on digital skills, Ruth sought advice on suitable technology for small and growing organisations. Spotler CRM, formerly Really Simple Systems, was recommended as a strong fit for Third Age Health’s needs.
“We were looking for an intuitive CRM that would keep all our current and prospective client details in one place,” says Morse. “Spotler gives our whole team access to the information they need to do their jobs well, while also supporting new business and helping us grow our presence across aged care facilities in New Zealand.”
The opportunity to start with a free trial was an important part of the decision-making process. It allowed the team to configure the system, test real use cases and clearly demonstrate its value to senior management.
Working with Spotler
Ease of use and support quickly stood out as key strengths.
“The interface is fantastic. Everyone loves how simple it is to use, and the support has been excellent,” Morse explains. “When we realised some of our fields needed adjusting, the support team helped us reorganise everything quickly so the system worked logically for our teams.”
This flexibility helped ensure early adoption and confidence across the organisation.
How Third Age Health uses Spotler
As a fully remote organisation, visibility and collaboration are critical. Spotler CRM enables the entire team to access up-to-date information on clients and prospects in one place.
Email integration allows staff to see when a client was last contacted, by whom and what was discussed. This has significantly reduced duplication and improved continuity of communication.
Custom fields and reporting are used extensively by both operational and clinical teams. These insights help Third Age Health understand workforce requirements, identify service gaps and plan resources effectively.
“Being able to customise the CRM has been incredibly valuable. It allows our clinical team to build reports easily, so we know where we need more people and how many hours are required to make sure everyone is properly supported.”
Supporting business development and recruitment
Spotler also plays a central role in business development. Dashboards and to-do lists give clear visibility into activity levels, warm leads and the sales pipeline, supporting regular management reviews.
As Third Age Health expands into new regions, Spotler makes it easy to build targeted databases. For example, ahead of launching services in Christchurch, the team has used the CRM to identify all aged care facilities in the area, distinguish existing relationships from new opportunities and approach prospects with relevant communications.
The system is also used to support recruitment. Potential clinicians are stored in the CRM, creating a growing talent pool that can be re-engaged as new roles become available.
The result
Spotler CRM has become a key enabler for Third Age Health, supporting stronger client relationships, clearer insight and scalable growth.
“The CRM has been a huge enabler for managing our client relationships. With our renewed focus on growth, we can see the long-term potential of Spotler and what it can offer us as we continue to scale.”
What is marketing without a CRM?
Knowing your (potential) customer helps you send more relevant messaging, lower acquisition costs, and sets your sales teams up for success.
