10 Best CRMs for Assisted Living

Let’s face it: It’s getting tougher and more complex to manage customer relations in the assisted living industry. But don’t worry, technology has come to the rescue with outstanding Customer Relationship Management (CRM) tools designed to streamline your workflow, boost customer engagement, and ultimately enhance resident satisfaction.

1. Salesforce

Salesforce is one of the most recognized names in the CRM space. Its cloud-based platform offers user-friendly features that cater to both small and large assisted living facilities. With features such as resident management, staff scheduling, and reminders, Salesforce provides a holistic approach to managing all facets of your assisted living business.

We recommend Salesforce because it easily integrates with other tools, making it perfect for facilities that use multiple management systems. Salesforce’s cloud-based system means there’s no need for intensive hardware installations or constant updates.

2. Webchat

Podium’s Webchat can efficiently manage all your customer communication channels in one convenient place. It allows you to connect with residents, team members, and families from any device and at any time. It also provides features for gathering web-based visitor details, allowing for personalized engagement.

In the assisted living industry, availability and timely communication are key. That’s exactly what Webchat offers. Being able to manage all your messaging platforms in one spot can improve response times and overall customer satisfaction.

3. Zoho

Zoho’s CRM is another comprehensive platform that offers an array of features to aid in managing your assisted living facility. From contact management to email marketing and social media integration, it’s designed to streamline all of your business’s customer relationship management activities.

We recommend Zoho’s CRM due to its great balance between affordability and utility, making it suitable for facilities of all sizes. Zoho is adaptable to the unique needs of assisted living facilities, assisting in creating personalized experiences for each resident.

4. HubSpot

Well-known for ease of use, HubSpot provides a free platform that assists in tracking and nurturing leads. It’s designed for businesses of all sizes and offers features that assist in tracking resident interactions, managing email campaigns, and analyzing performance data.

We recommend HubSpot for the assisted living industry because of its simplicity. Its intuitive design means less time training staff and more time attending to resident needs. Its analytics feature can help pinpoint what’s working and what’s not in your resident engagement strategy.

5. Pipedrive

Pipedrive is a sales-driven CRM tool known for its clean, easy-to-use interface. It can be customized to fit the unique sales and workflow structure of your assisted living business. Its features include lead management, email integration, and sales reporting.

We suggest Pipedrive for the assisted living industry since its customizable features make it adaptable to the specific needs of your facility. By tracking sales pipelines, Pipedrive can help identify potential residents and streamline the admissions process.

6. Freshsales

Freshsales is a CRM tool that melds AI-based lead scoring, phone, email, activity capture, and more. Its strengths lie in its versatility, simplicity, and integration capabilities.

We recommend Freshsales for assisted living facilities due to its one-stop approach to customer management. Having a tool that houses all of your customer-related activities can drastically improve efficiency in your business operations.

7. ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation all in one platform. It helps you keep a pulse on your prospective and current residents and their preferences.

ActiveCampaign is excellent for assisted living businesses as it can aid in the segmentation and personalization of marketing campaigns. This can translate into more effective communication with potential and current residents.

8. Copper

Copper’s CRM is designed to integrate seamlessly with Gmail and other Google Apps, making it a great option for facilities utilizing Google Workspace. It automatically records and updates customer interactions and files, reducing manual entry.

This is a good fit for assisted living businesses that are heavily vested in Google’s suite of apps. Copper’s automation of repetitive tasks can reduce the workload for your team, allowing them to focus more on residents.

9. QuickBooks

QuickBooks is a great tool for customer relationship management that also offers a robust range of financial tools. It’s perfect for assisted living facilities in need of resource planning and budget management features alongside their CRM functionality.

QuickBooks is recommended for its double duty as a financial tool. The team at your assisted living facility can save time by having a tool that manages customer relations and financials at the same time.

10. Inbox

Inbox is another superb tool from the Podium suite that consolidates all your business messages from various channels into a single inbox. It empowers your front desk team to become more organized, respond faster, and do more with messaging.

In the assisted living industry, effective communication is key. Inbox is highly recommended for its ability to centralize all your business communications. This translates into quicker response times, more satisfied residents, and a more organized front desk.

Get Started

Whether you are just starting an assisted living facility or looking to upgrade your software, these top-tier CRM tools are bound to revolutionize the way you manage your customer relationships. And remember, here at Podium, we’re ready to support your local business and assist you in navigating this space more effectively.