we specialize in
A CRM built for senior living communities
Part of SGIS™ — a unified platform that gives your team full visibility into leads, follow-ups, campaigns, and occupancy performance across your entire senior living journey.
why Lead management matters
Why a senior living CRM matters
The senior living journey is personal, complex, and highly time-sensitive. Many senior living communities still rely on a mix of spreadsheets, disconnected software, and outdated CRM platforms that can’t support the pace of modern sales and marketing efforts.
A senior-living-specific CRM solves the gaps that hurt revenue:
lost leads from poor follow-up
scattered customer information
no visibility into your sales pipeline
inconsistent messaging across marketing campaigns
manual data entry that burns out sales staff
missed opportunities due to unclear tracking
Our CRM eliminates the chaos and creates a single source of truth your entire team can rely on.
The CRM built for senior living
General CRMs weren’t built with the senior living journey in mind. And while many senior living specific tools are powerful, they’re often too complex, too expensive, or too operationally heavy for most communities.
Our SGIS CRM is different:
built for marketing professionals and sales teams
shaped around the way families search, compare, and choose senior living
aligned with the sales tools your team needs
designed for both admissions and marketing departments
simple enough to use daily
powerful enough to manage high-volume senior living marketing campaigns
Every feature supports faster follow-ups, stronger communication, and higher conversion rates without overwhelming your team.
what’s inside sgis™
What our senior living CRM includes
- Lead Tracking & Lead Management
- Sales Pipeline Management
- Automated Follow-Ups & Marketing Automation
- Resident & Family Communication
- Email Marketing & Email Campaigns
- Occupancy Management & Move-In Tracking
- Mobile-Friendly for Sales Teams on the Go
- Reporting & Actionable Insights
- Unified Platform for Sales & Marketing Professionals
- Simple Integration With the Rest of the SGIS Ecosystem
what sets us apart
Who this CRM is built for
Our senior living CRM is the right fit for:
- assisted living communities
- memory care communities
- independent living communities
- multi-site senior living companies
- senior care providers
- marketing professionals in senior living
- vice presidents of sales
- sales and marketing teams who need better communication and follow-ups
If senior living is your business, this CRM was built specifically for you.
connect with us
If families are your audience,
your website needs to work harder.
Whether you’re an assisted living facility, memory care provider, independent living community, or senior-care service business — your website should generate leads, educate families, and reflect the quality of your care.
Let’s build something that does exactly that.
CRM & Automation Management
Frequently asked questions
What is a senior living CRM and why do senior living communities need one?
A senior living CRM is a customer relationship management platform built around the specific needs of the senior living industry. It centralizes lead tracking, sales tools, customer interactions, email campaigns, and occupancy management into a single platform. For senior living communities, having one unified place for data, communication, and follow-ups is essential for improving conversion rates, supporting resident engagement, and increasing occupancy rates.
How does a living CRM improve sales and marketing efforts?
A living CRM connects your sales team and marketing professionals so both operate with the same information. Your sales and marketing efforts become far more effective when marketing campaigns feed directly into the sales pipeline, follow-ups are automated, customer interactions are tracked, and your team has full visibility into what prospective residents are doing — and what they need next.
What sales tools and features help sales staff manage the sales process?
Our CRM includes sales pipeline management, automated tasks, follow-up reminders, email marketing tools, campaign performance tracking, and actionable insights that help your sales staff prioritize the right leads. These tools streamline operations, improve communication, and support a smoother sales process from first inquiry to move-ins.
How does the CRM improve marketing performance?
Your marketing efforts become more efficient when everything lives in one place. The CRM tracks lead sources, measures campaign performance, unifies your email marketing, and shows you which marketing campaigns generate the most qualified leads. This gives marketing professionals the data they need to make informed decisions and run more targeted campaigns.
Can your CRM replace systems like HubSpot CRM, Yardi Senior Living Suite, or Continuum CRM?
Yes. Many communities switch to SGIS because general CRM platforms like HubSpot CRM or more complex systems like the Yardi Senior Living Suite and Continuum CRM don’t align with the senior living journey. Our CRM keeps the useful parts — lead management, reporting, email campaigns, sales tracking — but simplifies the experience so your team can actually use it daily.
Will our sales team be able to use the CRM easily?
Absolutely. The platform is user friendly and designed for sales and marketing professionals who need quick access to lead data, centralized information, and mobile devices. Your vice president of sales, EDs, and front-line sales teams can all manage their pipeline, follow ups, and communication with ease.
How does the CRM help with lead tracking and lead management?
Every inquiry — from ads, phone calls, website forms, email campaigns, and other software — enters one clean lead database. From there, lead tracking organizes each prospect by status, priority, care level, and readiness. This allows your team to manage leads more confidently and prevents the common problem of losing track of prospective residents.
Can the CRM help improve occupancy management and resident satisfaction?
Yes. Because everything lives in a unified platform, operators gain full visibility into move-ins, move-outs, conversion rates, and trends that impact occupancy. Better communication, timely follow-ups, and personalized care journeys ultimately support resident satisfaction and improved occupancy management.
How does the CRM support informed decision making for leadership?
With clear reporting, actionable insights, campaign performance metrics, and complete sales pipeline visibility, leaders finally get the data they need to make informed decisions about marketing, staffing, operations, and business needs. Nothing is hidden — everything is measurable.
Does the CRM integrate with other software we already use?
Yes. Our CRM can integrate with web forms, marketing automation tools, email marketing platforms, and certain third-party systems. Even if your current operations rely on other software, the CRM can serve as a centralized hub that keeps communication and data aligned across all teams.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
for communities with 10-50 residents
Do you own a boutique senior living community?
While CCR Growth works with senior living communities and senior-care organizations of all sizes, smaller homes have their own unique challenges; limited staff, limited time, and high dependency on the next move-in.
So we built a dedicated, performance-based platform just for boutique operators.
