Assisted Living and Senior Living CRM
Capture Leads, Grow Occupancy, Move In Happy Residents
It's all possible with our all-in-one, user-friendly platform. Welcome to ECP CRM, where you can capture leads instantly, connect and build relationships, and make the move-in process simple.
The Value of CRM
Collect electronic signatures directly within CRM
- Complete all admission and move-in paperwork digitally, making the entire process quicker and smoother.
- Easily collect and securely store signatures from local or out-of-state family members.
- Automatically populate forms with existing CRM data, reducing manual entry and saving time.
- Seamlessly incorporate signed forms into the move-in process without the need for additional tools or steps.
Collect electronic signatures directly within CRM
- Complete all admission and move-in paperwork digitally, making the entire process quicker and smoother.
- Easily collect and securely store signatures from local or out-of-state family members.
- Automatically populate forms with existing CRM data, reducing manual entry and saving time.
- Seamlessly incorporate signed forms into the move-in process without the need for additional tools or steps.
Integrate your Microsoft Office 365 email and calendar with CRM
- Email leads directly from the CRM without switching apps.
- Automatically log email sends and replies into each lead’s history—no manual entry required.
- Seamless two-way sync between your calendar and CRM.
Integrate your Microsoft Office 365 email and calendar with CRM
- Email leads directly from the CRM without switching apps.
- Automatically log email sends and replies into each lead’s history—no manual entry required.
- Seamless two-way sync between your calendar and CRM.
Gain oversight across all locations with the CRM dashboard
The CRM dashboard presents important data you need in a meaningful way. View key metrics at a glance, including:
- Leads by status
- Lead archived reasons
- Leads by referral channel
- Responsive reports you can drill into
Gain oversight across all locations with the CRM dashboard
The CRM dashboard presents important data you need in a meaningful way. View key metrics at a glance, including:
- Leads by status
- Lead archived reasons
- Leads by referral channel
- Responsive reports you can drill into
Maximize occupancy and increase revenue
Oversee current availability at each community so you can plan for move-ins faster than ever. ECP CRM's occupancy tools show available rooms, current room rates, and payer types.
Maximize occupancy and increase revenue
Oversee current availability at each community so you can plan for move-ins faster than ever. ECP CRM's occupancy tools show available rooms, current room rates, and payer types.
Integrate fully with ECP Clinical
Initiate communication and start to build relationships immediately within ECP CRM. Utilize ECP Clinical Assessments and start creating care plans before leads move into your community. Once they are ready, seamlessly transfer their information into ECP Clinical, reducing redundancy, saving you time, and ensuring their move-in process is simple.
Integrate fully with ECP Clinical
Initiate communication and start to build relationships immediately within ECP CRM. Utilize ECP Clinical Assessments and start creating care plans before leads move into your community. Once they are ready, seamlessly transfer their information into ECP Clinical, reducing redundancy, saving you time, and ensuring their move-in process is simple.
Utilize campaigns to increase leads
Utilize our advanced assisted living marketing software to schedule targeted marketing campaigns, effectively raising awareness of your community and attracting a higher number of qualified leads. Monitor campaign details to address inquiries such as:
- How did they hear about our community?
- How many leads did we get from this campaign?
- Which campaign was most successful and cost-effective?
Utilize campaigns to increase leads
Utilize our advanced assisted living marketing software to schedule targeted marketing campaigns, effectively raising awareness of your community and attracting a higher number of qualified leads. Monitor campaign details to address inquiries such as:
- How did they hear about our community?
- How many leads did we get from this campaign?
- Which campaign was most successful and cost-effective?
Stay on top of communication
Functioning as a comprehensive CRM for assisted living, our system offers automated next-step scheduling, ensuring you promptly schedule your subsequent task, call, or email to uphold seamless communication. The leads dashboard enables you to monitor contact activity, facilitating insights into your upcoming steps and the duration since your last interaction with the lead.
Stay on top of communication
Functioning as a comprehensive CRM for assisted living, our system offers automated next-step scheduling, ensuring you promptly schedule your subsequent task, call, or email to uphold seamless communication. The leads dashboard enables you to monitor contact activity, facilitating insights into your upcoming steps and the duration since your last interaction with the lead.
120,000+ Users Put Their Trust in ECP
Best-in-Class Support
- Online knowledge base
- University training videos
- Webinars
