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CRM Software for Assisted Living Sales & Marketing Directors | ECP

Fill more beds. Keep them filled.

ECP's CRM is built specifically for senior living — referral tracking, inquiry management, tour scheduling, and pipeline visibility in one system. No generic CRM workarounds. No spreadsheet patches. Just a cleaner path from first contact to signed agreement.

Request a Demo → See the CRM

Used by sales and marketing teams at 8,000+ senior living communities across all 50 states.

CRM Pipeline — April 2026
24
New Inquiries
11
Tours Scheduled
7
Pending Decision
5
Agreements Signed
Active Pipeline
PM
Patricia M. — For: Mother
Hospital referral · Last contact: Today, 10:15 AM
Tour Scheduled
RK
Robert K. — Self inquiry
Website form · Follow-up due today
Follow-Up Due
SL
Sandra L. — For: Father
Physician referral · Agreement signed
Signed
Referral sources:
Hospital
Physician
Website
A Place for Mom
8,000+
Senior Living Communities
850+
Pharmacy Integration Partners
120,000+
Active Users
All 50
States Served
100%
US-Based Support Team
The sales director's problem

Generic CRMs weren't built for how senior living sales actually works.

Salesforce, HubSpot, and other general-purpose CRMs require workarounds to handle referral relationships, family decision dynamics, and the long sales cycles that define senior living. You end up building the tool instead of using it.

Referral tracking that doesn't match your sources
Senior living referrals come from hospitals, physicians, elder law attorneys, placement agencies, and families. Generic CRMs weren't designed to track these relationships, measure referral source ROI, or manage the ongoing referral partnerships that drive consistent occupancy.
No connection between sales and clinical
When a lead becomes a resident, they hand off from sales to clinical — and then the data dies. What the family said during the sales process, the care expectations set, the occupancy data — none of it flows into the clinical system. The clinical team starts from scratch.
Pipeline visibility that requires manual effort
Updating pipeline stage, logging follow-ups, and getting an accurate census forecast shouldn't take a sales director an hour every morning. If your pipeline report depends on what each sales counselor remembered to log, it's not a pipeline — it's a guess.
What ECP gives sales and marketing directors

A CRM built for senior living — from first inquiry to move-in day.

01 — CRM Built for Senior Living
The right pipeline stages. The right referral fields. Out of the box.
ECP's CRM is built around how senior living sales actually works — not adapted from a software sales playbook. Inquiry sources, referral relationships, family contact tracking, tour scheduling, and care level discussions are all native to the system. No custom field builds, no workaround workflows, no training on how to make a general CRM fit your industry.
Purpose-built for senior living: no workarounds required
02 — Referral Management
Know which referral sources drive your census. Nurture the right ones.
ECP tracks every inquiry back to its referral source — hospital discharge planners, physician offices, placement agencies, community events, digital campaigns, or family referrals. See which sources convert at the highest rate, which relationships need attention, and where your marketing spend is actually paying off. Then manage those referral relationships directly from the CRM.
Track every referral source from inquiry to signed agreement
03 — Pipeline Visibility
A census forecast you can actually trust.
ECP gives sales directors a real-time pipeline view — inquiry stage, tour status, follow-up activity, and projected move-ins — without requiring manual report compilation. Automated follow-up reminders keep sales counselors on track and ensure no inquiry falls through the cracks. Directors can see the full pipeline across one community or multiple.
Real-time pipeline: no manual reports required
04 — Sales to Clinical Handoff
The lead record becomes the resident record. No re-entry.
When a prospect signs and becomes a resident, the information captured in CRM — care needs, family contacts, preferences, financial structure — flows directly into the clinical and billing workflow. No duplicate data entry. No information lost in the handoff. Clinical staff see what the family discussed with sales. Billing has the right rate from day one.
CRM → Move-Ins → Clinical → Billing: one connected record
Sales outcomes

What better pipeline management looks like in practice.

8,000+
Senior living communities using ECP's platform to manage occupancy and census
ECP Platform
12.4%
Increase in care revenue per resident per day — connected sales-to-billing workflow
SAL Management Group
58
Communities standardized on one platform — same CRM, same pipeline, same standards
Cedarhurst Senior Living
All 50
States served — multi-state operators manage all communities and referral networks in one CRM
50-State Coverage
1
Connected record from first inquiry through clinical — no handoff data loss, no re-entry
ECP Platform
Explore ECP's CRM →
Inquiry → Resident — One Connected Record
CRM
→
Inquiry logged. Referral source tracked. Tour scheduled.
Pipeline
→
Follow-ups automated. Stage updated. Director sees it live.
Move-Ins
→
Agreement signed. CRM record flows to onboarding. No re-entry.
Clinical + Billing
→
Clinical team sees care needs. Billing has the right rate. Done.
No re-entry
Referral tracking
Live pipeline
CRM Built for Senior Living

The handoff from sales to clinical shouldn't mean starting over.

In most communities, when a prospect becomes a resident, the clinical team gets a name and a room assignment. Everything the sales counselor learned during the process — care preferences, family dynamics, health background — stays in a spreadsheet or a separate system that clinical can't access.

In ECP, the lead record becomes the resident record. Clinical staff see the care expectations set during the sales process. Billing has the agreed rate from day one. Nothing gets lost in the handoff because there's only one system.

  • Referral sources tracked and attributed from first inquiry to signed agreement
  • Automated follow-up reminders — no inquiry goes cold by accident
  • CRM data flows directly into Move-Ins, clinical, and billing on signing
  • Pipeline visible across one community or an entire multi-site portfolio
Explore ECP's CRM in Detail →
Built for senior living sales, not retrofitted from somewhere else

ECP's CRM connects your sales pipeline directly to clinical and billing — no middleware, no workarounds.

When sales, clinical, and billing run in the same platform, census management stops being a cross-department coordination problem and becomes a single connected workflow.

Referral relationship management
Track the referral sources driving your best leads. Measure conversion rates by source. Manage hospital and physician relationships from the same system where you track inquiries — not a separate contact database.
Multi-community pipeline visibility
Marketing and sales directors managing multiple communities can see pipeline across every site — occupancy, inquiry volume, conversion rates, and projected move-ins — in one view. No individual community reports to compile.
Connected to the rest of operations
ECP's CRM isn't a standalone tool — it's connected to Move-Ins, clinical, and billing. A signed agreement in CRM kicks off the onboarding workflow. Care documentation connects to billing charges. The whole operation runs on one record.
Common questions

Questions from sales and marketing directors about ECP's CRM.

Generic CRMs like Salesforce and HubSpot are built for B2B software sales cycles — not for senior living, where leads are families navigating a difficult decision, referral sources are hospital discharge planners and physician offices, and the "close" is a resident signing a care agreement. ECP's CRM is built with senior living pipeline stages, referral source tracking, family contact management, and care need documentation native to the system. No custom field configuration, no workaround workflows, and no disconnection from the clinical and billing systems where the resident record lives after signing.
Every inquiry in ECP is attributed to a referral source at the time it's logged — hospital, physician office, placement agency, digital campaign, family referral, community event, or another source you configure. That attribution stays with the record through the entire pipeline. Directors can see inquiry volume, tour conversion rates, and agreement rates by source at any time. For referral relationships that drive consistent volume, ECP lets you manage the contact relationship directly — tracking outreach activity and measuring which referral partners are producing the most residents.
When a prospect signs and becomes a resident in ECP, the CRM record flows directly into the Move-Ins workflow — no re-entry of contact information, care preferences, or financial details. The digital move-in packet is pre-populated with the data already captured in CRM. Once move-in is complete, the record flows into clinical — the care team sees what was discussed during the sales process, including family expectations and care needs. Billing has the agreed rate from day one. One record, connected throughout.
Yes. Sales and marketing directors managing multiple communities can see pipeline across every site in a single view — inquiry volume, stage distribution, tour conversion rates, follow-up activity, and projected occupancy. Regional directors don't need to compile individual community reports. Each community's pipeline is visible independently or rolled up to a portfolio view.
Yes. ECP's CRM sends automated follow-up reminders to sales counselors based on pipeline stage and time elapsed since last contact. When a prospect tours but hasn't been followed up with, ECP surfaces that. When an inquiry has been sitting at the same stage for too long, ECP alerts the counselor. Directors can see which inquiries are overdue for follow-up across the team without having to ask. No prospect goes cold by accident.

See how ECP's CRM fits your sales process.

A quick demo walks through the pipeline, referral tracking, and how the lead record connects to move-ins, clinical, and billing without re-entry.

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

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850+ pharmacy partners  ·  8,000+ communities  ·  100% US-based support  ·  SOC 2 Type II compliant