Senior Place has been built from the ground up to meet the very specific needs that you have as a Senior Placement agency. Our software was designed after nearly 40 interviews with Senior Placement businesses from around the country!

We understand your typical workflows, what causes your work to take more of your precious time, and how we can save you multiple hours of overhead per client.

Spreadsheets are amazing tools. They can be excellent for tracking lots of data but that data is displayed in a very generic table that can quickly feel overwhelming.

Most spreadsheets have not been built to manage a Senior Placement business in a streamlined and efficient manner. Many people who have attempted to make their spreadsheets "custom" for their Senior Placement business have told me those spreadsheets quickly feel cumbersome, especially when they add a new employee to their business!

CRM stands for "customer relationship management".

Generally speaking, CRMs help businesses keep track of and follow up with all their clients and leads. Literally thousands of CRM apps exist online, and the vast majority of them were built to be generic sales tools for any industry.

Senior Place was built for you - a senior placement agency. It will store information about your current and prospective clients helping you to be much more organized with much less effort than you thought possible. In that sense, Senior Place is a CRM.

However, Senior Place is soooo much more than a CRM. We've built tools that are custom designed for the Senior Placement industry based around your workflows.

You can not only track everything you need to know about your clients, but you can also easily track as much (or as little) as you want about every senior living community/home in your metropolitan region.

You can easily see all of these communities/homes on an integrated map.

You can easily use Senior Place to match your clients with the best homes/communities based on their needs.

You can easily see comparison table shows the pros/cons of each senior living community/home as it pertains to each individual client.

So, yes, Senior Place is a CRM. But Senior Place is so much more than just a CRM.

Great question!

Many Senior Placement owners I've spoken with have an incredible ability to immediately identify the 4-5 senior living communities/homes that would be the perfect fit for each of their clients just from the rolodex of communities in their heads. Very impressive 🙂

But, even that has a few pitfalls:

• If all the data is "in your head" and you ever decide to add an employee to your business, your new employee will be a lot less effective than they could be because they will be very dependent on you.

  Two such businesses I've recently spoken with said that's exactly why they want to switch to a better tracking system like Senior Place, and they wished they'd done it earlier!

• If all the data is "in your head" and you ever want to sell your business, the value of your business will be lower than it should be. Most potential buyers value being able to purchase and own a business that they can take themselves and keep it moving.

  If you have all the data and it isn't tracked in a system, you'll most likely have a harder time selling your business, and/or you'll have to sell it for less that it should be worth otherwise.