Eldermark CRM · Senior Living CRM Software

The Senior Living CRM Built to Turn More Leads into Move-Ins.

Most senior living sales teams are working hard. The problem is they're spending that effort on the wrong leads, at the wrong time, with no clear picture of what's actually driving move-ins.

Eldermark CRM is built for senior living, not adapted from a generic platform. It connects your inquiry pipeline, marketing activity, and occupancy data in one place so your team spends less time managing records and more time converting prospects.

Eldermark NEXT CRM occupancy and vacancy dashboard

30+

years serving senior living

1,500+

communities trust Eldermark

One

dedicated point of contact

Why operators choose Eldermark's senior living CRM

What the right senior living CRM actually changes.

Three ways the right CRM moves your occupancy number.

Focus your team on leads most likely to move in

Stop treating every inquiry the same. Eldermark surfaces the prospects with the highest conversion potential so your team prioritizes the right follow-ups — not just the most recent ones.

See exactly what's driving move-ins

Connect your marketing spend, referral sources, and sales activity in one dashboard. Know which programs are producing results and which ones are consuming budget without converting.

Keep your pipeline moving without adding headcount

Automated follow-up sequences, task reminders, and workflow triggers keep prospects engaged even when your team is stretched. Do more with the sales staff you already have.

See It for Yourself

Get a feel for the platform before you talk to anyone.

Watch a quick overview or click through the CRM yourself. Either way, no sales call required.

Watch the Overview Video

A quick look at what Eldermark CRM does and how it works.

Explore the Interactive Product Tour

Click through the platform at your own pace and see exactly how it fits your workflow.

Screenshot of Eldermark NEXT CRM interactive demo environment Start the Tour →
Capabilities

What's inside Eldermark's senior living CRM?

Pipeline & contact management

Every prospect and every touchpoint managed in one assisted living CRM

Managing leads across spreadsheets, sticky notes, and disconnected tools means prospects fall through the cracks. Eldermark CRM centralizes your entire pipeline — contacts, activities, tour history, follow-up status, and communication logs — so your team always knows exactly where each prospect stands and what needs to happen next.

Full contact and household record management
Activity tracking across calls, emails, tours, and visits
Pipeline stage management from inquiry to move-in
Task assignments and follow-up reminders by rep
Eldermark CRM prospect record showing call, email, and tour scheduling options
Predictive analytics & reporting

Stop guessing. Start knowing what it takes to hit your census goals.

Eldermark CRM doesn't just show you your data — it tells you what to do with it. The predictive analytics suite benchmarks your pipeline activity against industry standards and your own historical performance, so you can see in real time whether you're on track to hit occupancy targets — and where to focus if you're not.

Occupancy forecasting and census goal tracking
Prospect-to-tour and tour-to-move-in conversion benchmarks
Marketing channel ROI reporting
Communication KPI dashboards by rep and community
Eldermark CRM lead management dashboard showing tours and move-in KPIs
Waitlist management

Fill vacancies faster with the right prospects already in your pipeline

When a unit opens, you shouldn't be starting from scratch. Eldermark CRM lets you build and manage prioritized waitlists segmented by care type, Medicaid eligibility, lifestyle preference, and unit type — so you can move quickly when a vacancy opens and match the right resident to the right space from day one.

Configurable waitlist prioritization and sorting
Segmentation by care type, financial profile, and preference
Automated notifications when matching units become available
Waitlist reporting across multiple communities
Eldermark CRM prospect list view
Platform integration

Your CRM doesn't work alone — and neither should your data

Eldermark CRM is one part of a fully connected platform. When a prospect becomes a resident, their record carries forward into care planning, eMAR, and billing — no re-entry, no data gaps, no handoff friction between your sales and clinical teams. And for communities using Eldermark e-Media, campaign leads flow directly into the CRM the moment an inquiry is submitted.

Native connection to Eldermark EHR, eMAR, and billing
e-Media lead capture flows directly into CRM pipeline
Automated workflow triggers across platform modules
Mobile-friendly access for reps working across locations
Eldermark CRM kanban board showing prospect funnel stages
FAQ

Questions about Eldermark's senior living CRM

General CRMs are built for broad sales processes and require significant customization to work for senior living. Eldermark CRM is built specifically for senior living sales workflows — inquiry to move-in pipeline stages, waitlist management, Medicaid eligibility tracking, and occupancy forecasting are native to the platform, not add-ons. Your team works in a system that already understands how senior living sales works.

Yes — natively. If your community is already on Eldermark, the CRM connects directly to your EHR, eMAR, and billing modules. Prospect records carry forward to resident records at move-in with no duplicate entry. Marketing leads from Eldermark e-Media also flow directly into your CRM pipeline automatically.

Yes. Eldermark's CRM supports multi-site management with community-level and portfolio-level reporting. Sales teams that cover multiple locations can manage their full pipeline in one view, and management can benchmark performance across communities.

Implementation timelines vary based on your current setup and data migration needs. Most communities are operational within a few weeks. Our onboarding team specializes in senior living and handles configuration, data migration, and staff training — your team doesn't need technical resources to get started.

We found that Eldermark's digital marketing and CRM improved our real world, real work operations.

— Stefanie Fenton, Owner & Operator, Mount Angel Towers

Schedule a demo

Ready to see what your pipeline looks like with the right CRM?

Schedule a demo with our team and we'll walk you through how Eldermark's senior living CRM works for communities like yours.