Sherpa CRM – Designed for Senior Living Sales Professionals

Sherpa CRM is a purpose-built platform designed specifically for the senior living industry, making it a top-tier choice for leasing counselors who value relationship-building over high-pressure sales. Grounded in the principles of Prospect-Centered Selling®, Sherpa helps teams understand the emotional journey prospects go through when considering a major life transition. The CRM encourages deep engagement, emphasizing quality conversations, trust, and personalized outreach over volume-based tactics. Leasing counselors can track personal stories, motivations, and family dynamics, allowing them to tailor every interaction and build genuine rapport. The platform offers activity-based tracking, automated reminders, and insightful reporting tools that help teams focus on meaningful engagement rather than just moving leads through a pipeline. Sherpa’s visual dashboards provide a clear view of each prospect’s stage and needs, helping counselors guide families through the decision-making process with empathy and professionalism. For organizations committed to a human-centered approach to leasing, Sherpa is more than just software—it’s a strategic partner in driving occupancy through better relationships.

Less Annoying CRM – Simple, Affordable, and Surprisingly Effective

Less Annoying CRM (LACRM) lives up to its name by offering a refreshingly uncomplicated experience, perfect for individual leasing counselors or small leasing teams. Designed with simplicity at its core, LACRM provides an intuitive interface where you can easily manage contacts, schedule follow-ups, and customize sales pipelines that reflect your leasing process. Whether you’re handling inquiries, scheduling tours, or tracking applications, everything is streamlined and clearly presented. With built-in calendar and task management, leasing counselors never miss a beat when nurturing leads or engaging families. While it doesn’t offer industry-specific features or advanced automation like some other platforms, its affordability and straightforward design make it highly accessible—especially for teams without a dedicated IT department. LACRM also offers superb customer support, flat-rate pricing, and integration options via Zapier to expand functionality as your needs grow. For counselors who want to stay focused on relationship-building—not navigating software—LACRM provides a stress-free way to stay organized and responsive.

monday.com is an incredibly versatile work management platform that doubles as a powerful CRM—making it ideal for leasing teams that need both structure and adaptability. Its customizable dashboards, visual pipelines, and flexible boards allow leasing counselors to manage every step of the client journey: from initial inquiry to tour booking, application, and lease signing. The drag-and-drop interface makes it easy to build workflows that suit your process, while automations take care of reminders, follow-ups, and task assignments. For teams in senior living or real estate, monday.com can be customized to track unit availability, resident preferences, documentation, and interdepartmental communication. Integration with tools like Outlook, Gmail, Slack, DocuSign, and Google Calendar streamlines operations across the board. monday.com is particularly effective for organizations with cross-functional teams—marketing, operations, and leasing all stay aligned through shared workspaces and real-time updates. Although it may require some setup, the flexibility and collaboration it enables make it a standout CRM solution for dynamic leasing environments.