6 Best Senior Living CRM Software for Communities

Which senior living CRM fits your portfolio?

A senior living CRM is not a generic sales tool with a new label. It tracks inquiries from adult children and referral sources, schedules tours, follows up after the tour, and hands the resident to care and billing at move-in. The six options below split into two groups: purpose-built senior living platforms, and HubSpot as the generic starting point. Rank order here puts published pricing and purpose-built fit first.

Only WelcomeHome publishes its prices. Every other purpose-built option prices by community count and module mix, so budget on a quote, not a headline number.

1 1. WelcomeHome: best for fast rollout with published pricing

Starting price: From $550 a community a month (Core) · Best for: Fast rollout with published pricing · Skip if: your budget is under $550 a community a month, since Core is the cheapest WelcomeHome tier

WelcomeHome is a CRM built only for senior living and home care sales. Core costs $550 a community a month and includes prospect and influencer management, activity tracking and a day planner, referral source management, occupancy tracking, pipeline and sales reporting, single-trigger automations, simple email and text, an AI Snapshot, a mobile app, and unlimited users and training. Enhanced costs $700 a community a month and adds enhanced call tracking with five lines included, a visual email builder, pre-built automation templates, post-tour surveys, and campaign-to-move-in attribution. There is no free plan and no free trial.

WelcomeHome fits an operator that wants to know the price before the first sales call and to be live quickly. The vendor reports onboarding with an average 48-hour data migration and 90% platform adoption within the first 90 days. The flat per-community price with unlimited users makes the bill easy to predict as headcount changes. The weakness is the floor price: at $550 a community a month, a single small community pays the same as a large one, and there is no cheaper tier or trial to test the fit first.

2 2. Aline: best for flagship CRM for large operators

Starting price: Pricing on request · Best for: Flagship CRM for large operators · Skip if: you want a standalone CRM without the wider Aline suite, since Aline sells CRM as part of its platform

Aline is the senior living operating platform formed from the combination of Sherpa, Enquire, and Glennis, serving more than 9,000 communities. Aline CRM is its flagship sales platform, with subscription tiers called Essentials and Complete, plus skilled nursing variants. It scores prospect readiness, recommends next steps, automates follow-up, and embeds the Prospect-Centered Selling method Sherpa was known for. Aline Connect, an AI outbound agent built into the CRM, follows up on digital inquiries within minutes. No prices are published, and there is no free plan or free trial.

Aline fits a multi-community operator that wants one vendor for CRM, marketing automation, contact centre, leasing, billing, care, and business intelligence. Buying the CRM inside the suite means prospect data flows into care and billing without re-entry, and the AI recommendations learn from the full record. The weakness is scope: Aline CRM is sold as part of a platform, not as a small standalone tool, so a single community buys more system than it needs and pays for it through a custom quote.

3 3. Yardi Senior CRM: best for operators already on Yardi Voyager

Starting price: Pricing on request · Best for: Operators already on Yardi Voyager · Skip if: you do not run Yardi Voyager, since Senior CRM is built into the Yardi suite

Yardi Senior CRM is the sales and marketing component of the Yardi Senior Living Suite, built into the Yardi Voyager Senior Housing platform. It guides sales counsellors through the prospect journey with automated lead-stage workflows, centralised communication tools, and real-time dashboards, and it captures every call, text, and email automatically. Move-in proposals pull clinical assessment data directly from Yardi EHR, so care costs in the proposal are accurate. No prices are published, and there is no free plan.

Yardi Senior CRM fits an operator already running Voyager for occupancy, accounting, and property management. Because the CRM, EHR, eMAR, and billing share one database, information collected by sales flows into care and finance without duplicate entry. The weakness is dependence: Senior CRM is a component of the suite, not a standalone product, so an operator that does not run Yardi has to adopt the wider platform to get the CRM.

4 4. ECP: best for assisted living admissions to care

Starting price: Pricing on request · Best for: Assisted living admissions to care · Skip if: you only need a CRM, since ECP sells CRM inside its full assisted living platform

ECP (Extended Care Professional) is an all-in-one platform built for assisted living communities, memory care, and group homes, serving more than 8,500 communities. Its CRM is built around the assisted living admissions journey, with lead capture, automated follow-up, prospect communication tracking, campaign management with ROI tracking, and Microsoft Office 365 integration. When a prospect is accepted, the record moves into ECP Move-Ins, where document packets are pre-populated, and then into EHR and eMAR without anyone re-entering data. No prices are published, and there is no free version or free trial.

ECP fits an assisted living operator that already runs ECP for clinical operations, or one that wants admissions and care on one record. The handoff from CRM to move-in to clinical is the clearest differentiator on this list: the data entered during sales becomes the clinical record at move-in. The weakness is breadth: ECP is a full platform with eMAR, EHR, billing, and Insights, so a buyer that only needs a CRM pays for a platform decision, not a point tool.

5 5. Eldermark: best for CRM with marketing automation

Starting price: Pricing on request · Best for: CRM with marketing automation · Skip if: you want published pricing before a sales call, since Eldermark lists no prices

Eldermark's Growth Suite combines CRM, marketing automation, and eMedia, a senior living marketing service, in one connected system. The CRM captures and tracks every inquiry from first contact, keeps full communication history on every prospect, shows pipeline visibility from first touch to move-in, and tracks lead sources. Marketing automation sends drip campaigns triggered by prospect behaviour, with emails going out the moment a form is submitted. eMedia handles paid search, social advertising, SEO, and website management, with results flowing back into the CRM. No prices are published, and there is no free version or free trial.

Eldermark fits a community that wants sales and marketing from one vendor without hiring a marketing team. The loop is the point: eMedia drives traffic, the CRM captures the inquiry with source tracking, and automation follows up, so the operator can see which marketing spend produced which move-in. The weakness is pricing transparency: nothing is published, so the only way to budget is a demo and a quote, and the Growth Suite is a sales and marketing product rather than a full clinical platform.

6 6. HubSpot: best for free start for one community

Starting price: Free CRM; Sales Hub from $20 a seat a month (list rate) · Best for: Free start for one community · Skip if: you need senior living workflows like tours and move-ins, since HubSpot has none built in

HubSpot's free Smart CRM costs nothing and covers contacts, deals, pipelines, and email tracking, with paid Sales Hub plans starting from $20 a seat a month at list rate. Sales Hub comes in Starter, Professional, and Enterprise editions, with pipelines, meeting scheduling, sequences, lead scoring, and reporting, plus HubSpot Credits for AI agents and features. There is a free CRM tier, which no purpose-built senior living CRM on this list offers.

HubSpot fits a single community with simple needs and no budget, or an operator that already runs HubSpot for marketing and wants sales in the same system. The free tier is genuinely usable, and the paid tiers add automation and reporting that purpose-built tools charge far more for. The weakness is fit: HubSpot has no senior living workflows built in. Tours, move-ins, care levels, referral sources, and occupancy tracking all need custom fields, pipelines, and training, and the setup work falls on the operator.

How we chose

Prices and facts in this post come from each vendor's own site, checked on 14 November 2026. WelcomeHome is the only purpose-built senior living CRM with published prices; the rest price on request, and this post says so instead of repeating third-party estimates as fact. No hands-on testing was done, so this post compares published pricing and documentation, checked on 14 November 2026.

What five communities pay in a year

The table makes the category's shape plain: one published price, four quotes, and one free generic option. A five-community operator pays $33,000 a year for WelcomeHome Core, while HubSpot costs $1,200 a year for five seats but needs custom setup for every senior living workflow.

Switching senior living CRMs without losing your pipeline

• Export everything before you cancel. Pull prospects, influencers, referral sources, activities, notes, and tour history, with the community and stage on every row. Confirm the export opens cleanly before the old contract ends.
• Map pipeline stages one to one. Write down each stage in the old CRM and its match in the new one. A stage with no match becomes a lost prospect unless you decide what it means first.
• Clean duplicates before import. Merge duplicate contacts and dead leads in the old system. Importing dirty data into a new CRM just moves the mess.
• Reconnect integrations first. Website forms, call tracking, and referral feeds must land in the new CRM on day one, or new inquiries go nowhere while the team learns the tool.
• Train on the tour workflow, not the buttons. Counsellors need to know how an inquiry becomes a tour and a tour becomes a move-in in the new system. Feature training without the workflow leaves the pipeline half-used.

For wider CRM comparisons, see the best 50 CRM software, the best CRM software for enterprise, and the best CRM software for sales reps. The marketing report metrics guide shows which numbers belong in a monthly report, and Adziq's email services cover the follow-up automation that turns CRM data into booked tours.

Senior Living CRM Software for Communities at a glance

Common questions

Sources

• WelcomeHome senior living pricing
• Aline CRM packages
• Yardi senior living software
• ECP assisted living software FAQ
• Eldermark Growth Suite
• HubSpot Sales Hub pricing

Adziq sells marketing services and does not accept payment for placement in its articles. See our editorial policy.