Replace scattered spreadsheets and outdated software with a modern CRM designed for the unique needs of senior healthcare and assisted living facilities.
Built for Seniors
Managing relationships with patients, families, and referral sources requires specialized tools. Our healthcare CRM understands the unique workflows of assisted living communities, home healthcare agencies, and medical practices serving seniors.
Why Healthcare CRM Matters
Senior care is relationship-driven. Better relationships lead to better care and fuller communities.
Track every interaction with patients and families. Know their preferences, medical history, and care needs at a glance to provide personalized, compassionate service.
Never lose track of inquiries or referrals again. Automated follow-ups, lead scoring, and pipeline management help you convert more prospects into residents.
Keep everyone on the same page. Nurses, administrators, marketing staff, and caregivers all have access to the information they need to serve patients and families.
Core CRM Features
Everything you need to manage patient relationships and grow your facility
Store complete profiles for patients, family members, POAs, and referral sources with custom fields for healthcare-specific data.
Visual pipeline to track prospects from first inquiry through admission. Automated reminders ensure no one falls through the cracks.
Log all calls, emails, texts, and notes in one place. See complete interaction history when speaking with families or staff.
Schedule facility tours, consultations, and follow-ups with automated email and SMS reminders for families.
Assign tasks to team members, set follow-up reminders, and track completion to ensure excellent care coordination.
Track occupancy rates, conversion metrics, referral sources, and revenue forecasts with customizable dashboards.
Nurture leads with automated email campaigns, birthday greetings, and seasonal messages to families and referral partners.
Securely store assessments, contracts, insurance forms, and medical records attached to patient profiles.
Know which hospitals, doctors, and agencies send you referrals. Track ROI on marketing efforts and relationship building.
Healthcare-Specific Features
Beyond standard CRM capabilities—features designed specifically for senior care providers
Track available beds, waitlists, move-ins, and move-outs to manage facility capacity in real-time.
Tag patients by care level (independent, assisted, memory care) and track changes over time.
Track Medicare, Medicaid, private pay, and insurance information for billing and census planning.
Give families secure login access to view updates, documents, and communicate with care teams.
CRM Pricing
Custom CRM solutions built for your specific workflows and facility size
Basic CRM
Perfect for small assisted living communities and home healthcare agencies managing up to 100 active contacts and prospects.
- Patient & family contact management
- Lead tracking & admission pipeline
- Tour scheduling & reminders
- Task & follow-up management
- Communication history logging
- Basic reporting dashboard
- Up to 5 user accounts
- 30 days training & support
Enterprise CRM
For larger facilities, multi-location organizations, and providers needing advanced automation, integrations, and custom workflows.
- Everything in Basic CRM
- Unlimited contacts & users
- Multi-location management
- Marketing automation & campaigns
- EHR & billing system integration
- Advanced analytics & forecasting
- Custom workflows & automation
- Family portal with secure messaging
- API access for custom integrations
- 60 days priority support & training