Staying organized and on top of your data is essential as you acquire, develop and nurture, and ultimately convert leads into residents for your senior living community. 

There are numerous CRM (Customer Relationship Management) systems available that can help senior living sales teams get the job done. Here are eleven proven winners, and a bonus at the end:


WelcomeHome features an intuitive user interface, a recommendation engine, and clear workflows.


SherpaCRM focuses on the “relationship” piece of the CRM, building holistic profiles that include their prospects’ life stories and aspirations for the future.

Enquire Solutions

Enquire Solutions is user-friendly, with built-in communication tools plus automated reporting and workflow management.

Advantage Anywhere

Advantage Anywhere provides specific solutions for senior living sales, marketing, and census tracking.

Senior Insight

Senior Insight is designed specifically to streamline the sales process for assisted living sales.


MatrixCare offers a range of features, including lead tracking, marketing automation, and referral management.


Carevium is a cloud-based CRM that offers features for assisted living sales and also includes tools for managing resident care and medication administration.


Salesforce is the world’s most widely used CRM across various industries. It offers a comprehensive suite of features for managing leads, contacts, accounts, and opportunities.


HubSpot is a popular CRM and marketing automation platform that offers a user-friendly interface, marketing automation tools, and analytics to help sales teams track their performance.


Zoho CRM is a cloud-based system that offers customization options to tailor the CRM to specific business needs.

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that integrates well with Microsoft Office applications and offers AI-powered insights and analytics to help sales teams make informed decisions.


Pipedrive is a simple and intuitive CRM system that offers customization options and integrations with other tools like email and phone.

Which CRM is best for your senior living community will depend on the specific needs and preferences of your sales team and the levels of care your community provides. Ease of use, customization options, integrations, and pricing are all important factors to consider when choosing a CRM system.

Whichever system you choose, integrating your senior living sales CRM with the rest of your technology stack can help you improve your conversion rates and increase your occupancy.

Waypoint’s Navigator tool easily integrates with your CRM, and the Lifestyle Quiz feature allows website visitors to engage with your community and your brand while providing vital data about their needs and preferences. Waypoint’s Lifestyle Quiz collects the knowledge your sales team needs to personalize each prospect’s experience.

To learn more about how Waypoint can help you make the most of your senior living community’s online presence, contact us today!