Today there are 130 different senior living sales CRMs. We spent 93 hours comparing the top 50 to find the seven best you can use to obtain and retain customers for your senior living business.
What is the Best Senior Living CRM?
- Salesforce — best of the best
- HubSpot — best for lead management
- Zoho CRM — best for small businesses
- Yardi Breeze — best user interface
- WelcomeHome — best for medium to large businesses
- Sherpa — best for customer relationships
- RealPage — best for sales
1. Salesforce
Our Verdict — Best Of The Best
Price: Starts at $300/year
Salesforce is one of the world's top CRM solutions. We think it’s the best because of its power of customization.
The Best Part:
- Go the distance with customization. Salesforce almost feels like a fully open-source platform that allows you to develop your own tools and use pre-built apps and features.
The Worst Part:
- No monthly subscriptions. Salesforce only offers yearly plans even if the prices are quoted monthly.
Get it if you want the most versatile CRM in the world for your senior living business.
I recommend you take advantage of the free 30-day trial, then sign up for the Professional plan at $900/year to get full access to sales and lead management tools.
(30-day free trial)
Best For
Salesforce is best for senior living homes that want a versatile CRM to organize and manage sales.
Top Features
- Seamless email integration. Sync email with your CRM data to have a full view of your customer interactions in real-time.
- AI-powered sales insights. Waste no time and let business intelligence do the legwork for you.
- Sky's the limit for customization. Nothing feels out of hand once you start setting up automation and workflows on your dashboard.
- Duplicate lead blocking. Prevent duplicate leads to always stay on top of your communications.
- All-in-one pipeline management. Bring all of your channels together to seamlessly monitor your marketing campaigns.
Pricing
Salesforce offers four pricing plans:
- Essentials: $300/year for senior living providers who want essential CRM tools for basic lead and pipeline management.
- Professional: $900/year for senior living providers who want a complete CRM experience with few customization options.
- Enterprise: $1,800/year for senior living providers who want comprehensive CRM options with endless customization possibilities.
- Unlimited: $3,600/year for senior living providers who want an all-inclusive CRM with little to no limitations for customization, automation, marketing, upselling, and more.
Try Salesforce today with a free 30-day trial.
2. HubSpot
Our Verdict — Best For Lead Management
Price: Starts at $20/month
HubSpot is a powerful, well-organized CRM solution. We think it’s the best for lead management because of its huge set of integrations
The Best Part:
- 1,000+ powerful integrations. Never lose touch with your latest updates from other software tools thanks to HubSpot's massive app marketplace.
The Worst Part:
- Limited entry-level plan. HubSpot caps the Starter plan at only two users and 1,000 marketing contacts.
Get it if you want a comprehensive CRM solution that brings your sales, marketing, content, customer service, and operations, all together under one roof.
I recommend you get the Free Tools plan to get familiar with HubSpot, then sign up for the CRM Suite Professional subscription at $1,781/month for access to one of the most comprehensive CRMs available.
(14-day free trial)
Best For
HubSpot is best for senior living operators who want a robust CRM that brings the most out of your data.
Top Features
- Versatile CRM management. Take control of your customer service, marketing, sales, and much more.
- Content personalization on steroids. Run campaigns with fully dynamic content across multiple channels.
- Future deal predictions. Get personalized forecasts based on how likely your leads are to convert.
- A/B testing made easy. Test your HubSpot-created landing pages to nail down the perfect copy and design.
- The perfect CRM interface. Customize your data views with just a few clicks and enjoy an intuitive user experience.
Pricing
HubSpot CRM offers four pricing plans:
- Free Tools: Free forever, for everyone who wants to test a few essential tools free of charge.
- Starter CRM Suite: $50/month for senior living operators who want a basic all-in-one CRM for up to two users.
- Professional CRM Suite: $1,781/month for senior living operators who want a versatile CRM to use for at least five users.
- Enterprise CRM suite: $60,000/year for large senior housing companies that want a robust CRM platform to manage up to 10,000 marketing contacts.
Annual plans provide a 10% discount.
Try HubSpot today with a free 14-day trial.
3. Zoho CRM
Our Verdict — Best For Small Businesses
Price: Starts at $20/month
Zoho CRM is a powerful customer relationship management tool. We think it’s the best for small businesses because of its value for money.
The Best Part:
- It's the best bang for the buck. Zoho CRM is a no-brainer for small businesses as it provides a very rich set of tools for its Standard $20/mo and Professional $35/mo subscribers.
The Worst Part:
- Laggy Android app. Zoho CRM provides a 'meh' mobile experience compared to alternatives like HubSpot.
Get it if you want a pay-as-you-play small business CRM with solid features.
I recommend you set up your account with the free 15-day trial, then sign up for the Standard plan at a small investment of $20/mo per user to start automating and optimizing your sales process.
(15-day free trial)
Best For
Zoho CRM is best for small senior living providers that want a scalable CRM.
Top Features
- Unmatched social media integrations. Sync your social media profiles and easily manage them through your CRM dashboard.
- Little to no learning curve. Get straight to business with the software's simple and intuitive user interface.
- Budget-friendly pricing. Only pay for users you actually need — say “goodbye” to overpaying for subscriptions.
- Custom performance reporting. Use your data to generate tailored reports you can use to harness your marketing leads.
- Endless integration options. Bring together all of your tools into one powerful CRM, ranging from MailChimp, to Google Workspace, to even WhatsApp
Pricing
Zoho CRM offers four pricing plans:
- Standard: $20/month per user for senior living home operators who want a pretty decent set of CRM features at a killer price.
- Professional: $35/month per user for senior living operators who want to quickly grow their sales opportunities.
- Enterprise: $50/month per user for senior living home operators who want a very solid CRM solution that includes just about any feature you may need for security, marketing, reporting, and more.
- Ultimate: $65/month per user for senior housing providers who want to get full Enterprise features and get and scale like crazy with business intelligence (BI) capabilities.
Annual plans provide up to a 34% discount.
Try Zoho CRM today with a free 15-day trial.
Our Top Three Picks
Here’s a quick summary of our top three picks:
- Salesforce — best of the best
- HubSpot — best for lead management
- Zoho CRM — best for small businesses
Here’s a quick comparison of our top seven picks:
Tool | Entry Offer | Pricing |
|---|---|---|
Salesforce | 30-day free trial | Starts at $300/year |
HubSpot | 14-day free trial | Starts at $20/mo |
Zoho CRM | 15-day free trial | Starts at $20/mo |
Yardi Breeze | Free demo | Starts at $100/mo |
WelcomeHome | Free demo | $500/mo |
Sherpa | Free demo | $550/mo |
Enquire CRM | Free demo | $110/mo |
Here are the top 50 senior living CRMs we considered in this review:
- Salesforce
- HubSpot
- Yardi Breeze
- Zoho CRM
- WelcomeHome
- Sherpa
- Enquire CRM
- RealPage
- PointClickCare
- Pipedrive
- MatrixCare
- ECP
- Creatio
- Continuum CRM
- Bitrix24
- Welbi
- TheWorxHub
- Therap
- Tabula Pro
- StoriiCare
- StaffScheduleCare
- Splose
- Senior Living Core Platform
- Senior Insight
- ScheduleAnywhere
- Sagely
- RevivingCare
- OnShift
- Occupancy Advantage
- NetSolutions
- Net Health
- myUnity Senior Living
- InTouchLink
- Icon
- GoldCare
- eResidentCare
- eMAR
- Eldermark
- ContinuLink
- Connecteam
- Cliniconex
- Client Services Manager
- CareSuite
- CareRight
- Caremerge
- ALIS
- ala Carte Menus
- AL Advantage
- Active Campaign
- Senior Referral Management
What to look for when buying senior living sales CRM?
- The right CRM should empower sales teams in the senior living industry
- A simple user interface
- Tools to boost marketing efforts and business operations
- Email campaigns capabilities, along with other types of marketing automation
- Tools to measure and enhance conversion rates through the funnel
- Ability to handle the heavy lifting of data management
- Compatibility with mobile devices to support sales reps on the go
- Integration with the existing email marketing platform of your choice
- Tools to nurture qualified leads
- Customizable dashboards for personalized insights of sales activities
- Real-time integration with financial tools
The Bottom Line
To recap, here are the best senior living CRM software to try this year:
- Salesforce — best of the best
- HubSpot — best for lead management
- Zoho CRM — best for small businesses
- Yardi Breeze — best user interface
- WelcomeHome — best for medium to large businesses
- Sherpa — best for customer relationships
- RealPage — best for sales
