- Specific for Leasing Counselors
- Calendar/Reminder System
- Document Storage
- Free Version Available
- Internal Chat Integration
- Lead Scoring
- Marketing Automation/Integration
- Mobile Access
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Sherpa is a CRM system created by senior sales experts that inspires and motivates sales teams to connect with their prospects. A simple, intuitive sales tracking and coaching tool, Sherpa encourages leasing counselors to develop a holistic picture of their prospects’ lives. Sherpa gathers facts, dictates quotas and counting tasks. This system supports the unique reality of senior housing sales and measures factors that can increase conversion ratios. This unique cloud-based SaaS system helps motivate better discovery, emotional connections with prospects as well as more meaningful and consistent advances. It will have a robust online Coaching Center with content contributed by senior sales experts. A free version and free trial are available. For a complete breakdown of the pricing please visit the website.