7 Best Senior Living Sales CRM Software 2024 (50 Rated)

by Chris Von Wilpert, BBusMan • Last updated November 23, 2023

Expert Verified by Leandro Langeani, BBA

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?

  1. Salesforce — best of the best
  2. HubSpot — best for lead management
  3. Zoho CRM — best for small businesses 
  4. Yardi Breeze — best user interface
  5. WelcomeHome — best for medium to large businesses
  6. Sherpa — best for customer relationships
  7. RealPage — best for sales

Our Verdict — Best Of The Best

Price: Starts at $300/year

Salesforce is a well-renowned CRM solution. We think it’s the best because of its scalability, powerful integrations, and flexible 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.

Our Verdict — Best For Lead Management

Price: Starts at $20/month

HubSpot is a powerful and well-organized CRM solution. We think it’s the best for lead management because of its flexible suite plans, user-friendly interface, and huge set of features.

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.

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 starter plan, intuitive interface, and wide range of features.

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:

  1. Salesforce — best of the best
  2. HubSpot — best for lead management
  3. 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:

  1. Salesforce
  2. HubSpot
  3. Yardi Breeze
  4. Zoho CRM
  5. WelcomeHome
  6. Sherpa
  7. Enquire CRM
  8. RealPage
  9. PointClickCare
  10. Pipedrive
  11. MatrixCare
  12. ECP
  13. Creatio
  14. Continuum CRM
  15. Bitrix24
  16. Welbi
  17. TheWorxHub
  18. Therap
  19. Tabula Pro
  20. StoriiCare
  21. StaffScheduleCare
  22. Splose
  23. Senior Living Core Platform
  24. Senior Insight
  25. ScheduleAnywhere
  26. Sagely
  27. RevivingCare
  28. OnShift
  29. Occupancy Advantage
  30. NetSolutions
  31. Net Health
  32. myUnity Senior Living
  33. InTouchLink
  34. Icon
  35. GoldCare
  36. eResidentCare
  37. eMAR
  38. Eldermark
  39. ContinuLink
  40. Connecteam
  41. Cliniconex
  42. Client Services Manager
  43. CareSuite
  44. CareRight
  45. Caremerge
  46. ALIS
  47. ala Carte Menus
  48. AL Advantage
  49. Active Campaign
  50. Senior Referral Management

What is the highest-rated CRM?

It is difficult to determine a single highest-rated CRM as it often depends on the specific needs and preferences of the organization using it. However, some of the most popular and highly rated CRMs include Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics 365.

These software suites offer a range of features that can benefit sales teams, including marketing automation, sales cycle, funnel management, sales operations, and sales activity tracking. 

In addition, these CRMs can help sales reps and sales representatives with manual data entry and provide a knowledge base for marketing management. They can also help the entire organization build and maintain relationships with people, going the extra mile to ensure that customers are satisfied.

The overall success of a CRM depends on how well it is implemented by your organization. Choosing a CRM that aligns with the specific needs and goals of the sales team and the organization as a whole is crucial for achieving optimal results.

What are the 3 types of CRM?

The three types of CRM are Operational CRM, Analytical CRM, and Collaborative CRM.

  1. Operational CRM — It is used for the automation of various business processes such as sales, marketing, and customer service. The goal of operational CRM is to improve efficiency and productivity by streamlining workflows and automating routine tasks. 
  2. Analytical CRM — This type of CRM focuses entirely on data analysis and interpretation. It helps organizations identify trends and patterns in customer data that can be used to make more informed business decisions. Analytical CRM features can be used to conduct customer segmentation, predictive modeling, and data mining, among other things. 
  3. Collaborative CRM — This type of CRM mainly focuses on improving communication and collaboration between different departments within an organization, as well as between a business and its customers. 

What is the best low-cost CRM?

There are several low-cost CRM options available that can provide great value for small businesses or those with limited budgets. Some of the best low-cost CRM options include:

  1. HubSpot CRM — offers a free version with basic tools (Free Tools), with the option to upgrade for more advanced features starting at only $20/mo.
  2. Zoho CRM — offers a budget CRM plan at only $20/mo.
  3. Agile CRM — offers a free version for up to 10 users, with the option to upgrade for more advanced features starting at only $14.99/mo.

Which CRM is easiest to use?

Based on our research, Zoho CRM seems to be the decent tool that is easiest to use in the market. It has a user-friendly interface and allows for pretty intuitive navigation.

The dashboard always feels well-organized and simple, making it a very good option for those looking to get started with CRMs without missing out on advanced features.

How do I choose a CRM consultant?

Choosing a CRM consultant can be a critical decision for any organization. Here are some factors to consider when selecting a CRM consultant:

  1. Experience — Look for a consultant who has experience in the CRM system or systems that you are considering. Ask for references and case studies to ensure that they have a track record of success with similar projects.
  2. Expertise — Ensure that the consultant has expertise in the areas where you need help, such as implementation, customization, integration, or training.
  3. Communication skills — Choose a consultant who communicates effectively and can explain technical concepts in a clear and understandable way.
  4. Flexibility — Look for a consultant who is flexible and can adapt to your organization's unique needs and requirements.

The Bottom Line

To recap, here are the best senior living CRM software to try this year:

  1. Salesforce — best of the best
  2. HubSpot — best for lead management
  3. Zoho CRM — best for small businesses
  4. Yardi Breeze — best user interface
  5. WelcomeHome — best for medium to large businesses
  6. Sherpa — best for customer relationships
  7. RealPage — best for sales

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