CRM Software for Leasing Counselors

A Customer Relationship Management (CRM) system can prove to be an invaluable tool for leasing counselors by facilitating efficient management of customer interactions and relationships. By leveraging a CRM, leasing counselors can easily access customer data and track communications with clients, ensuring that follow-ups and outreach are conducted in a timely and effective manner. The centralized nature of a CRM enables leasing counselors to collaborate with team members and share important information, streamlining workflows and ultimately enhancing customer satisfaction. Furthermore, a CRM can provide valuable insights into customer preferences and behaviors, allowing leasing counselors to tailor their approach and improve the overall customer experience. Overall, a CRM can help leasing counselors build stronger relationships with their clients, leading to increased sales and greater customer retention.

A list of recommended CRMs appears below.

Sherpa CRM


Sherpa CRM in the senior housing industry CRM,  purpose-built by owners and operators who know what it takes to personally guarantee a loan on a retirement community. By tracking how sales teams spend time selling, Sherpa’s CRM quantifies the correlation between emotional connection and increased occupancy. Their client partners across the U.S. and Canada increase conversion rates and fill communities every day by putting Sherpa technology at the service of helping seniors. Sherpa helps leasing counsellor’s develop holistic profiles of prospects’ lives and motivate sales teams to intuitively pursue behaviours proven to increase conversion ratios. Pricing is $525 per community per month for unlimted users. A free version andd free trial are available. For a breakdown of the pricing plans please visit the website.

View ProfileVisit Top CRMs

Really Simple Systems


Really Simple Systems is an excellent choice for leasing counselors as it offers a user-friendly platform with powerful automation features to streamline the lead management process. With its customizable lead capture forms, automated lead scoring, and integration with popular email marketing platforms, Really Simple Systems enables leasing counselors to manage their leads more efficiently and focus on closing more deals. Its reporting and analytics features also provide valuable insights into lead generation and conversion rates, helping leasing counselors make data-driven decisions to grow their business.

Visit WebsiteRead ReviewGet Quote

Less Annoying CRM


Less Annoying CRM is the way to go for leasing counselors! It’s so easy to use, you’ll wonder why you ever bothered with complicated systems before. It’s got all the features you need to manage your leads, from customizable pipelines to automated reminders. And the best part? You won’t be annoyed with a bunch of unnecessary features that just get in the way. Trust me, with Less Annoying CRM, you’ll have more time to focus on what really matters: closing those deals!”Less Annoying CRM presents only the much needed functionalities required by a small business, and as such, lives up to its name.

Visit WebsiteRead ReviewGet Quote