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ECP CRM — Customer Relationship Management Software for Assisted Living

From first inquiry to signed agreement.

ECP's CRM is built for the assisted living sales cycle — not adapted from a generic sales tool. Track every lead, schedule tours, follow up consistently, and hand off to the care team without re-entering a single field.

Trusted by 8,000+ senior living communities across all 50 states.

Anderson, Laurie — Lead Profile
Evergreen Gardens · Inquiry #2026-0382
Tour Scheduled
Inquiry Source Website — organic search
Primary Contact Susan Anderson (daughter)262-555-0182
Inquiry Date March 28, 2026
Last Activity Follow-up call completedToday, 9:14 AM
Next Task Send virtual tour linkDue Today
Pipeline Stage
Inquiry Qualified Tour Scheduled Application Accepted Moved In
8,000+
Senior Living Communities
120,000+
Active Users
60+
Technology Integrations
100%
US-Based Support
Lead Management

One place for every lead.

Most admissions teams manage prospects across spreadsheets, sticky notes, and email threads. ECP CRM puts every lead in one organized view — contact info, inquiry source, pipeline stage, last contact, and next task — visible to everyone on the team.

No more hunting through inboxes to find out where a family stands.

  • Lead capture from web, phone, and referral sources
  • Inquiry source tracking for marketing attribution
  • Tour scheduling with calendar sync and Office 365 integration
  • Pipeline visibility across the full admissions team
  • Automated follow-up reminders so nothing falls through
See Lead Management →
Anderson, Laurie — Lead Profile
Evergreen Gardens · Inquiry #2026-0382
Tour Scheduled
Inquiry Source Website — organic search
Primary Contact Susan Anderson (daughter)262-555-0182
Inquiry Date March 28, 2026
Last Activity Follow-up call completedToday, 9:14 AM
Next Task Send virtual tour linkDue Today
Pipeline Stage
Inquiry Qualified Tour Scheduled Application Accepted Moved In
Admissions Tasks — Today
Follow up with Chen family
Overdue 1 day  ·  Maple Ridge
📞
Confirm tomorrow's tour
Wilson, Dorothy  ·  Due 3:00 PM
Sent welcome packet
Anderson, Laurie  ·  9:14 AM
Team Overview
3 tours scheduled this week  ·  2 follow-ups overdue
Tour & Follow-up

Never miss a tour. Never lose a lead.

In assisted living, the difference between a move-in and a lost opportunity is often a single missed follow-up. ECP keeps every admissions team member on the right task at the right time — with automated reminders, communication history, and shared visibility across the team.

  • Automated follow-up task creation after every interaction
  • Communication history logged per prospect
  • Tour scheduling with reminders for staff and families
  • Shared team visibility — anyone can see where a lead stands
  • Office 365 email integration
The Assisted Living Sales Cycle

Built for how families actually choose a community.

Generic CRMs are built for B2B sales. ECP's CRM is built around the assisted living admissions journey — from a family's first call to a resident's first day — with pipeline stages, workflows, and a clinical handoff designed specifically for AL operators.

1
Inquiry
First contact captured, logged, and assigned immediately
2
Qualified
Care needs and move-in timeline assessed
3
Tour Scheduled
Community visit coordinated with family
4
Application
Paperwork submitted, deposit received
5
Accepted
Clinical assessment complete, move-in date confirmed
6
Moved In
Resident record created in ECP, care begins
Lead to Resident

From lead to resident. No re-entry.

When a prospect is accepted, their information doesn't have to be typed again. ECP CRM hands off directly to Move-Ins — pre-populating document packets with what's already been collected. Move-Ins hands off to EHR. EHR connects to eMAR.

The entire chain, without anyone retyping the same name twice.

  • Prospect data carries forward to Move-Ins automatically
  • Document packets pre-populated from CRM at acceptance
  • Clinical profile builds from Move-Ins at move-in day
  • Care team ready with accurate information from day one
  • No duplicate entry across admissions, clinical, and billing
See How the Handoff Works →
Resident Transition — Anderson, Laurie
CRM
Lead data collected
Move-Ins
Documents pre-populated
EHR
Clinical profile ready
No re-entry Same record Day-one ready
Admissions Overview — Evergreen Portfolio
24
Active Leads
6
Tours This Week
3
Pending Move-Ins
Evergreen Gardens 8 leads  ·  2 tours scheduled
Maple Ridge 6 leads  ·  1 overdue follow-up
Sunset Villa 5 leads  ·  0 overdue
Cedarbrook 5 leads  ·  Move-in pending
Portfolio view  ·  updated in real time
Portfolio Performance

Occupancy insight across every community.

ECP CRM gives operators and regional leaders a real-time view of pipeline health — not a report they have to request. See inquiry volume, tour conversions, and move-in timelines at the community level or across your portfolio.

  • Inquiry volume and source attribution by community
  • Tour-to-move-in conversion rate tracking
  • Pipeline stage breakdown across communities
  • Occupancy trend monitoring for regional leaders
  • Role-based access — sales teams see their community, leaders see all
Customer Outcomes

Operators who standardized their admissions process with ECP.

58
communities running standardized CRM and clinical workflows across 9 states
Cedarhurst Senior Living
19
communities live on ECP in under one week, including CRM and clinical
SAL Management Group
40+
communities with standardized admissions and care workflows across 8 states
Senior Solutions Management Group
"Speed matters during transitions — but consistency and safety matter even more. This implementation has given us the ability to bring newly acquired communities onto a single clinical platform quickly, without compromising training quality, regulatory oversight, or resident care."
One Connected Platform

CRM is where the relationship starts. Everything connects from here.

ECP's CRM isn't a standalone admissions tool. When a prospect converts, their record flows forward — to Move-Ins for digital onboarding, to EHR for clinical documentation, to eMAR for medication management, to Billing for charge capture.

One record from the first call to long-term care. No broken handoffs.

Explore the Full Platform →
CRM
Lead & Admissions
Move-Ins
Onboarding
eMAR
Medication Safety
EHR
Care Plans
Billing
Charge Capture
No duplicate entry Single resident record Auto charge capture
Awards & Recognition

Consistently top-rated by the operators who use us every day.

G2 Grid Leader Spring 2025
G2 Best Support Spring 2025
G2 Momentum Leader Spring 2025
G2 Easiest To Do Business With Spring 2025
G2 High Performer Spring 2025
Software Advice 4.7
Capterra 4.7
Common Questions

Frequently asked questions about ECP's CRM.

A CRM (Customer Relationship Management) system for assisted living is a digital tool for tracking prospects, managing the admissions pipeline, and coordinating follow-ups from first inquiry to move-in. In senior living, the admissions process involves multiple touchpoints over weeks or months — tours, assessments, family communication, paperwork. A CRM keeps every step organized and visible, so admissions teams respond faster and convert more inquiries into move-ins. Unlike spreadsheets or generic sales tools, AL-specific CRMs are built around the senior living sales cycle.
ECP's CRM is built around the assisted living admissions journey — not adapted from a B2B sales tool. The pipeline stages, follow-up workflows, and family communication features reflect how AL admissions actually work. The clearest differentiator: when a prospect converts, their information flows directly into ECP Move-Ins and then into EHR and eMAR — without anyone re-entering data. Most standalone CRMs require a manual handoff when a resident is admitted. ECP eliminates that step.
Yes — directly. When a prospect is accepted in ECP CRM, their record moves forward to Move-Ins, where document packets are pre-populated with what was already collected. Move-Ins connects to EHR, which connects to eMAR. The care team has everything they need before the resident arrives, with no duplicate data entry across departments.
Yes. ECP CRM captures inquiry source — website, phone, referral, third-party listing sites — so admissions teams and marketing leaders can see which channels are generating the most qualified leads. Source attribution is tracked at the lead level, visible in pipeline views and portfolio reporting.
Yes. Regional leaders and operators can view pipeline health across every community from one dashboard — inquiry volume, tour activity, conversion rates, and move-in timelines. Role-based access means admissions staff see their community while regional leaders see the full portfolio. Cedarhurst runs 58 communities on ECP. Senior Solutions standardized 40+ communities across 8 states.
ECP CRM is designed to work as part of the full ECP platform — connecting admissions to clinical and billing without re-entry. It can also connect to third-party clinical systems if a community isn't yet on ECP's full suite. ECP's implementation team works with each operator to configure the right setup.

See how ECP's CRM works in a community like yours.

A quick conversation. We'll walk you through the admissions pipeline, the tour and follow-up workflow, and how leads hand off to clinical at move-in.

You'll complete your meeting request on the next page — takes under 2 minutes.

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8,000+ communities  ·  100% US-based support  ·  SOC 2 Type II compliant  ·  Purpose-built for assisted living