Senior Place
The CRM built for
senior placement
Start the day
Every client, one board
See all of your clients and where each one stands, from first call to move-in. The next task is right on the card.
Client intakes
The full picture on one page
Care needs, budget, contacts, notes, and files, all in one place for your whole team.
Community referrals
Send referrals easily
Select the communities and send one email. Each community receives a complete intake packet under your brand.
What communities receive
A clean, complete referral PDF
Generated from the client record with your letterhead. Nothing to format, nothing to retype.
For families
Options families can review together
Share one link: photos, your notes, and a map. No app to install, no login to remember.
Tours & visits
Book tours right from the client
Every tour lands on the team calendar and syncs to the calendar on your phone.
Work from anywhere
The same CRM,
on your phone
Nothing extra to install or keep in sync. Open Senior Place on your phone and pick up right where you left off.
Referral outreach
A pipeline for referral sources, too
Not just clients: move hospitals, rehab centers, and planners through your own outreach stages, the same way you move clients toward a placement.
Built-in texting & calling
Call and text from your business number
Reach families and communities right from Senior Place. Every call and text is saved to the client, automatically.
Out in the field
Scan a business card, get a contact
Snap the card on your phone. The referral source is created in Senior Place, ready to work.