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5 min read

The Ultimate Guide to Finding the Best Senior Living CRM


Sales & Marketing Strategy
Senior Living CRM in use


As the senior living industry continues to innovate, the need for a modern customer relationship management (CRM) system becomes increasingly important. Finding a modern CRM system can help your senior living communities streamline your operations, improve communication with residents and their families, provide better lead management for your sales teams, and ultimately, boost your occupancy. In this guide, we’ll explore the key features and benefits of the best senior living CRMs, as well as what to look for when selecting a CRM system for your communities.   

What is a Senior Living CRM? 

A senior living CRM is a software solution specifically designed to help your communities do relationships better through technology. These CRMs help communities manage the process from initial inquiry to move-in. They often integrate with other systems, such as billing, resident information, and marketing automation tools, to provide a comprehensive view of each senior’s journey. The right CRM should make your sales team’s life easier, not harder. The CRM will manage relationships at the local level and provide insights and information to streamline operations at the executive level.  

Key Features of the Best Senior Living CRMs  

When evaluating senior living CRMs, there are several key features to consider. These include: 

  • Better Communications: A contact management system is essential for senior living communities. This allows communities to manage all resident and family contacts in one central location, including contact information, communication history, relationship insights, and important notes. Your team should be able to connect with leads as fast and intuitively as possible, without extra clicks or screens to wade through.  
  • Better Insights: Whether you’re managing an individual lead or your entire database, you need to act on the information that matters most. Comprehensive insights are critical for ensuring that all relevant information about each resident is easily accessible. This includes demographic information, care plans, and medical history. Better insights also include the right reporting and analytics to make data-driven decisions.  
  • Better Guidance: The day-to-day responsibilities of a salesperson are hard enough. Your CRM should give you the guidance you need to take the right action at the right time, from first contact to move-in.  


Benefits of Implementing a Senior Living CRM 

Implementing a senior living CRM can provide numerous benefits for communities, including: 

  • Better Resident Experience: By centralizing all resident information and communication in one place, communities can provide a more personalized and seamless lead management experience for residents and their families. Important relationship insights are not lost, no matter the salesperson working the relationship.  
  • Efficient Sales Teams: The right CRM will give salespeople time back in their day to build relationships instead of tedious data entry. A senior living CRM can help communities automate many manual processes, freeing up staff to focus on providing high-quality care to residents and focusing on building relationships.  
  • Better Communication: With a comprehensive contact management system and marketing automation integrations, communities can improve their communication with residents and their families, keeping everyone informed and engaged. 


Choosing the Right Senior Living CRM for Your Communities  

When selecting a senior living CRM, there are several factors to consider, including: 

  • Integrations: It’s important to select a CRM that integrates with other systems used by your community, such as billing, resident information, and marketing automation tools. 
  • User-Friendliness: We get it, asking your team to learn and implement new technology can be hard. Your CRM should be intuitive to use and give users time back in their day to focus on building relationships.  
  • Onboarding and continued support: We’ll say it again, adopting new technology can be hard! When choosing a CRM, make sure to ask about the onboarding process and how they will ensure success after you adopt the technology.  


The best senior living CRMs will give your sales team time back in their day to do relationships better. A senior living CRM like VIA Sales will push your team to excel and drive occupancy forward. Ready for a modern senior living CRM? Schedule a time to see VIA in action today!

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