7 Best CRM for Senior Living You Should Try

crm for senior living

Reports have shown that in senior living communities, administrators use the best CRM software for senior living to organize their relationships with prospects and sales and marketing objectives.

This has increased higher retention of the community’s residents because the high quality of care for the residents is maintained.

So, suppose you’re the head of staff in any senior living community with the community’s growth and the preference of your prospects at heart. In that case, it’s advisable to consider looking for a CRM system that best suits your service.

This article will guide you in selecting the best senior living CRM.

Without further ado, let’s dive in!

Top CRM For Senior Living

1. Pipedrive CRM (Our Best Pick)

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Pipedrive CRM is a cloud-based customer relationship management solution to simplify and streamline sales. Pipedrive is a game-changer when it comes to detecting urgent matters and necessities.

Pipedrive’s feature of having a ready-to-use standard sales pipeline that can be easily updated to suit your needs sets it apart from others. It’s highly recommended for businesses that want to focus more on their business sales and those with limited technical support staff.

The below features of Pipedrive will satisfy your business needs.

Pipedrive Features

Click Tracking

This feature helps sales personnel to analyze website clicks, ads, content, and emails. And how long users interact with the content, and the needed changes to improve user experience. With Pipedrive, no more assumptions about your user’s behavior; you see their interaction with your website in real-time. It gives you an avalanche of ideas and enables you to optimize your website for maximum engagement and conversions.

Text Analysis

Pipedrive automatically extracts valuable insights from unstructured text data. It quickly digests online data and documents and transforms them into actionable insights in seconds or months. It’s a game-changer in detecting urgent matters and expressions that imply negativity; businesses can automatically flag tweets, reviews, videos, tickets, and the like and take action sooner rather than later.

Lead Notification

Finding a discreet way to notify the sales team about new leads can be challenging, and that is where Pipedrive CRM does wonders. This system informs sales personnel that a client has arrived and is waiting to meet with them. So clients don’t need to wait for a long time.

Content Management

It allows users to create, edit, organize, publish, and store content consistently. This system makes it collaborative because multiple users can contribute, schedule, or manage content to be published from anywhere. It allows non-technical people who need to learn programming languages to create and manage their content easily.

When Senior Living sales personnel uses Pipedrive to publish content across platforms, it drastically reduces their workloads. In addition, it makes it easier to distribute content to different channels simultaneously.

Pipedrive Pricing Plans

Billed monthly: yes 

Billed annually: yes (save up to 20%)



Per user per month, billed annually



Per user per month, billed annually



Per user per month, billed annually 



Per user per month, billed annually

2. Hubspot CRM (Best For In-Person Training)

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HubSpot allows senior living communities to process and analyze client information, extract relationships from disparate data items to reveal insights, generate sales funnels, and implement loyalty campaigns. It focuses on inbound marketing, enabling you to convert your website visitors into leads and nurture them as clients.

The platform is best for in-person training. Any head of a senior living community that prioritizes the needs of its customers should try HubSpot. It is also very beneficial to any new user.

Core Features of HubSpot CRM


Network communication fails when website pages take a long time to load for users or when there is a crash in website servers. Therefore, the routing system helps minimize network failure by managing data traffic to reduce congestion.

It carries out these functions by finding the fastest route to a destination, forwarding data to the next device on the selected path to eventually reach its destination, and sending copies of the same data packet using multiple paths. It does this to reduce errors due to data losses, create redundancy, and manage traffic volume.

Campaign Management

HubSpot helps in the planning, execution, tracking, and analysis of a marketing initiative. For example, this might be a marketing campaign to launch a new product.

It also helps businesses manage the various aspects of a marketing campaign. Generally used by marketing professionals, it helps create, monitor, and measure the outcomes of a company’s marketing across various marketing channels. The objective is to optimize sales and profitability by keeping track of the campaign spending versus the campaign success rate.

Territory Management

HubSpot CRM allows one to compare sales or marketing statistics between different territories. It can show which territories show positive dynamics (sales growth) and which are declining, allowing management to make appropriate decisions before it gets too late. It also helps in building accurate sales forecasts for each territory.

Relationship Tracking

Having a long list of clients sounds like a dream for any senior living home. But handling customer relationships can become a nightmare without a sound organizational structure. Therefore, HubSpot has a relationship tracking system that helps business owners easily track all communications and nurture relationships with their leads and clients.

Hubspot Pricing Plans

Hubspot CRM is entirely free. But Marketing Hub, Sales Hub, and Service Hub are available via four plans, with varying features and add-ons: 


Starter ($20/month), 

Professional ($400–$890), 

Enterprise ($1200– $3600). 

Growth Suite bundles all the products together at a discounted price.

3. Zoho CRM  (Best for Affordability)

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Zoho CRM is one of the leading CRM solutions for senior living worldwide, providing a single repository to combine sales, marketing, and customer support activities into one platform. It comes with prebuilt dashboards and reports and allows users to schedule reports, which sets it apart from other CRM solutions. It is highly recommended for administrators in senior living communities who have knowledge of CRM but require customization in their CRM or advanced analytics.

Core Features of Zoho CRM

Sales Planning

Market conditions are constantly changing, so studying them and adjusting your sales plan accordingly is essential. Zoho CRM allows you to view the schedules of your field agents and the potential of various territories so that you can place the right team members in locations where they are most needed, optimizing your team’s performance. It also evaluates the company to understand its position in the marketplace.

Social Marketing

Zoho CRM focuses on influencing behavior to achieve the “common good” sustainably and cost-effectively. It utilizes the elements of commercial marketing and applies them to social concepts.

It helps you decide:

  • Which people to work with
  • What behavior to influence
  • How to go about it
  • How to measure it

Customizable CTAs

Did you know that smart CTAs get more clicks, and pages with strong CTA buttons generate more conversions than weak ones? This is where Zoho CRM shows its might. Zoho CRM enables you to use dynamic information to address an individual or a situation based on targeted and contextual information, making that individual react. Don’t miss the opportunity of using Zoho CRM.

Campaign Segmentation

With Zoho CRM, you can identify the right customers using predefined parameters based on any data in the Customer Data Platform. You can even create and use custom parameters for your unique marketing.

In addition, it enables you to break down your audience demographics within and between different platforms, giving you an understanding of the different groups of people using various platforms so you know which platforms to use to reach those groups.

Zoho Pricing Plans 

Free Edition ( Forever free for up to 3 Users)

Standard Edition ) – $14/user/month (billed annually).

Professional Edition (- $23/user/month (billed annually).

Enterprise Edition ( – $40/user/month (billed annually).

Ultimate Edition – $52/user/month (billed annually).

4. Salesforce CRM (Best for Third-Party Applications)

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Salesforce CRM is a powerful on-demand software platform that offers a standard networking, hardware, and software platform. It is designed similarly to websites and can be easily navigated, making it ideal for third-party applications. It’s best for senior living staff looking for partial CRM functionality, allowing them to adjust their service level and cost to meet their needs. It’s also effortless to set up.

Core Features of Salesforce


Salesforce Chatter is a fantastic add-on for senior living homes that utilize the Salesforce platform. It’s a tool for connecting and collaborating among staff, supporting the decentralized sharing of information, documents, and work between groups in a confidential manner, ensuring the safety of essential business data. You may create groups and control who has access to specific files.


Salesforce CRM AppExchange is one of the most critical features Salesforce offers, as it creates almost limitless potential for the software. With AppExchange, you can develop your apps, use others, and install apps to customize your Salesforce site.

No matter your needs, you can find an app that suits your needs.

In addition, AppExchange also allows users to hire developers or consultants whenever needed.

Customer Cloud

The customer cloud in Salesforce enables you to make sales by creating an integrated buying experience that moves your customers seamlessly to placing an order. It also converts mobile shoppers by catering to their unique buying process and making purchasing with one-touch payment as easy as possible.

Partner Management

The partner management feature in Salesforce CRM improves collaboration between companies and their channel partners. This system increases the participation of partners in business activities by recruiting, training, and supporting indirect sales channels, thereby making the sales process easier and faster for partners.

Salesforce Pricing Plans


$25 /User/Month

billed annually


$75 /User/Month/billed annually


$150 /User/Month/billed annually


$300 /User/Month/Annually

5. Monday CRM (Best in Best Customer Support)

Monday Logo

Monday CRM has earned its reputation as one of the top project management platforms today. This CRM platform helps senior living communities track and monitor their entire sales funnel. Here, emails, meetings, and phone calls are tracked and easily viewable, making it easy to track your prospects at every step of the sales cycle.

Any senior living community that wants free 24/7 access to customer support and visibility into their sales pipeline to boost productivity should consider Monday CRM software. You submit your question and details through their contact page, and a representative will get back to you immediately.

Monday CRM Features

Donor management

The cost of acquiring a new donor is five times greater than retaining an existing one. That’s why donor retention is a vital nonprofit KPI to keep track of.

Your donors’ needs and expectations are integral to your success. Monday CRM’s Donor management allows you to communicate with your donors, share opportunities to engage with your nonprofit and track all the interactions throughout your relationship with them.

Interaction tracking

Senior living homes need software to track interactions so you can act according to the organization’s customer journey map.

Interaction tracking collects data about customer experiences at all company levels. For example, it keeps track of consumers who have purchased a product or service and of potential customers and how they communicate with sales organizations in the future.

Lead management

Monday CRM’s Lead management minimizes the number of leads you neglect and keeps you communicating with meaningful prospects. You can even automate follow-ups and updates with the sales team, and it’s possible to score your leads so you can prioritize which you should follow up on. For example, a sales rep could see that a lead requires follow-up and contact the prospect at the appropriate time using this software.


Monday.com has a highly visual dashboard that helps you view the usage statistics of all your functions. It presents the most critical CRM info on one screen for your convenience. You can view the total number of function calls you have consumed by the functions executed in the selected time duration. You can also compare the success and failure patterns. Think of it as a snapshot of your sales pipeline—your recent sales, valuable sales metrics, and more.

Monday Pricing Plans

Free plan 

Basic—($8/month/billed annually)

Standard —($10/month/billed annually)

Professional — ($16/month/billed annually)

Enterprise— Not available online

6. Zendesk CRM (Best for Getting High-Quality Leads)


Zendesk is a cloud-based solution that offers customizable tools to build customer service portals, knowledge bases, and online communities. It is built on an open and flexible platform that is quick to set up and fully customizable compared to other solutions.

There is compelling evidence that Zendesk CRM is focused on empowering the sales team to win more deals. Therefore, it is highly recommended for senior living communities that want to expand their reach, get higher-quality leads, and win more deals.


Active Directory Integration:

Zendesk Active Integration controls much of the activity in your IT environment. In particular, it ensures each person is who they claim to be (authentication), usually by checking the user ID and password they enter, and allows them to access only the data they’re allowed to use (authorization).

It performs this function by storing all your user data in one place, essentially becoming a single switchboard for user data and access privileges. In addition, system administrators can use an active directory to add or remove users, groups, and resources quickly and efficiently through one dashboard.

Health Score :

Zendesk measures the likelihood of a customer leaving or becoming a high-value advocate. It tells you exactly where a customer falls on your customer retention scale. Healthy customers are likelier to stay, while unhealthy customers are likelier to churn. Establishing a customer health scoring system is essential because it allows you to identify unhappy customers before it’s too late.

Release Management:

Zendesk CRM helps plan, design, schedule, test, deploy, and control software releases. It ensures that release teams efficiently deliver the applications and upgrades required by the business while maintaining the integrity of the existing production environment.

Incident Management:

An incident, by definition, is an occurrence that can disrupt operations, services, or functions. So, Zendesk CRM plays a vital role in restoring regular service operations as quickly as possible and minimizing the adverse impact on business operations, ensuring that agreed levels of service quality are maintained.

Zendesk Pricing Plans

Support-only pricing starts at $19 per user/month.

Suite pricing starts at $49 per agent/month.

Free trial available.

7. Freshsales CRM (Best for Large Teams)

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Freshsales CRM is an all-in-one CRM designed to help senior living communities manage leads, customer engagement, customer relationships, and more via a unified portal. The good news is that it’s free, and free users have no limits compared to others.

In addition, Freshsales CRM offers a lightweight and straightforward solution for startups, making it the best pick for small senior living communities that want to get up and start running quickly. So it’s a perfect choice for them.

Freshsales CRM Features

Image Library

The Image Library tab of the Freshsales CRM enables you to include images in scripts through the Upload button.

Administrators in senior living communities can even set expiration dates to help keep on top of usage over time. Seeing is selling, and missing product images mean missing valuable sales.

Click Tracking

Freshsales CRM Click tracking produces a clickstream in a chain of page requests, and with every page, a signal is generated. These signals are then gathered, giving the webmasters an idea of what the users are exploring or clicking on within a website.

In addition, it helps you to see if contacts have clicked links in your campaign. If you have click tracking enabled, your campaign report will show which contacts clicked your links and how many times each link was clicked.

Conflict Management

Handling and resolving conflict is a crucial skill that Freshsales CRM offers. This improves the team’s performance, as conflict can generate new ideas and reveal creative solutions to seemingly insurmountable obstacles. Effective conflict management turns disputes and disagreements into positive outcomes that respect the wants and needs of all affected team members while simultaneously advancing the project.

CAN-SPAM Compliance

Sales teams must comply with CAN-SPAM rules and regulations to ensure their emails aren’t turning off future clients and avoid costly penalties. Each separate email violating the CAN-SPAM Act can cost up to $40,654 in fines.

This regulation aims to keep email inboxes free of spam. Under this anti-spam regulation, it is prohibited to distribute unwanted marketing emails like unsolicited emails or junk to subscribers. But unsolicited emails to corporate clients can still be delivered if the content of the email is helpful to their work.

Freshsales Pricing Plans 

Free plan

Growth: $15/user/month billed annually (or) $18/user/month billed annually.

Pro: $39/user/month billed annually (or) $47/user/month billed annually

Enterprise: $69/user/month – billed annually (or) $83/user/month billed annually.

Before picking a CRM, you must understand your needs to avoid picking the wrong one because what works for one community might be wholly let down for another.

Why Senior Living Homes Need CRM

Senior living home residents’ concerns are a part of life, and since life has no duplicate, utmost care should be given to the residents to maintain a quality standard of living.

This can be perfectly achieved with the use of good CRM software.

Reports have shown that CRM helps them manage client relationships, assist employees in daily tasks, streamline sales processes, and increase their organization’s overall productivity.

How Do I Know The Right CRM For Senior Living

1. Identify your needs:

Evaluate your business processes to choose one that’ll work for you.

Using any general information you see on the internet is not advisable. So, evaluate the processes in your community.

2. Pinpoint the must-have features of your ideal CRM:

It’ll be better to look for a CRM with the qualities needed for your community because certain CRM features may not benefit you.

For example, a CRM system like HUBSPOT with free software training helps the senior living community staff unfamiliar with the technology.

3. Identify the staffs that will use the CRM:

Select the community staff that’ll be using the CRM and make sure you involve them in the CRM picking process to make the adoption of CRM easier in the future.

4. Determine the cost: 

The community head of staff needs to stay within budget when acquiring CRM software because a CRM is meant to grow the community and not cripple it.

So, make sure there is no hidden cost for the CRM features. Administrators looking for free CRM can consider Freshsales CRM.

  1. Check if the CRM provider has expertise in your industry:

Choosing a CRM vendor that doesn’t have enough expertise to help you is like chasing the wind.

It’s a very risky attempt, so make sure the CRM has expertise in your business.

  1. Consider choosing a future-proof CRM:

The senior living marketplace is constantly evolving. So, administrators should choose a CRM with adaptable features that can grow alongside your senior living community.

And this is where Zoho CRM comes into play; this CRM can accommodate rising resource demands gracefully without a noticeable loss in the quality of your service.

Will Senior Living CRM Keep My Data Secure?

Ensure you pick a CRM that uses a multi-layered approach for each employee so that the data they can access depends on their roles and privileges. This ensures that your customer’s sensitive data is protected. 


Every business has three distinct stages to survive after starting: growth, sales process, and closing deal. So in this article, We suggest that Pipedrive CRM is the best for the senior living community because it covers all the stages as compared to others.

Pipedrive CRM is geared at helping the sales team at the growth stage, streamlining the sales process, and closing more deals. It even has a free plan to help people that can’t afford the payment plan.

Senior communities can also consider Hubspot or Salesforce CRM.

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