Senior CRM

Nurture your leads, boost occupancy and increase resident retention

Maximize occupancy with mobile-friendly sales and marketing tools specifically designed for senior living providers. Strengthen lead management and improve marketing and sales processes.


Senior living connects on Yardi

Connect CRM with all facets of your senior living operations to reduce costs, increase occupancy and optimize care —including property management and accounting, marketing, leasing, online resident services, EHR and mobile tools. Watch the video to see how it all works together.

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Generate Accurate Proposals

Enable real-time communication between sales and clinical staff to generate detailed move-in proposals that include care costs. Integration with Yardi EHR and Yardi Voyager Senior Housing streamlines data entry tasks.

Clinical staff can easily assess prospect care needs and use real-time data collected by sales counselors to generate accurate move-in proposals and forecast care staffing needs.

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Manage Leads Effectively

Gain complete visibility into your sales and marketing efforts and increase staff performance. Initiate marketing campaigns and track activity using critical data and analytics for more organized and responsive sales and marketing.

Automated workflows allow sales reps to proceed strategically in order to close deals depending on where each prospect is within the sales process.

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Improve Resident Retention

Capture the resident story in the initial prospect phase and allow caregivers to easily access it later on at the point of care for improved quality of care and better retention.

Explore the benefits of a centralized database to share the resident story with everyone from sales to caregivers and management. All information collected by sales staff is available to care staff when they perform their initial resident assessment, reducing duplicate data entry tasks and boosting efficiency.