we specialize in
CRM systems 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 Many senior living communities still rely on a mix of spreadsheets, disconnected software, and outdated CRM platforms that can’t support the pace of modern sales and marketing efforts.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
Get clear answers to the questions senior living teams ask before investing in customer relationship management.
What is a senior living CRM and why do senior living communities need one?
How does a living CRM improve sales and marketing efforts?
What sales tools and features help sales staff manage the sales process?
How does the CRM improve marketing performance?
Can your CRM replace systems like HubSpot CRM, Yardi Senior Living Suite, or Continuum CRM?
Will our sales team be able to use the CRM easily?
How does the CRM help with lead tracking and lead management?
Can the CRM help improve occupancy management and resident satisfaction?
How does the CRM support informed decision making for leadership?
Does the CRM integrate with other software we already use?
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
