Introducing the CRM with more effective metrics.that builds better relationships.designed by sales experts.for Prospect-Centered Selling.that makes you a sales hero.

See the difference:

Sherpa’s unique design and functionality make it different than any CRM available to the senior housing industry today.

  • "It will not only track and list your communities data it will give our sales team a tool to use to guide them along as they are working with prospects. It is a revolutionary idea and system."
    Sandy ChristensenVice President of Operations, Balfour Senior Living
  • "Fantastic program! Looking forward to tracking senior housing sales in a very personalized and efficient manner!"
    Bethany DeBerardRegional Director, Retiring by Design
  • "Seeing yet another example of the trend toward engaging and supporting residents and their families throughout every step of their journey is pretty incredible." Read more...
    Crisis Prevention Institute"Trends in Person-Centered Care for Every Step of the Journey"
  • "I find myself wondering if we did a better job of building relationships with prospects and families we would have fewer seniors choosing to stay at home." Read more...
    Senior Housing Forum"Do We Really Need Another Senior Living CRM System?"
  • "A St. Louis-based senior housing consulting company has debuted a new proprietary interactive lead tracking and sales tool for the senior living industry, which it believes will revolutionize current prospect-centered technologies." Read more...
    Senior Housing News"New Software Brings Psychology into the Senior Living Sales Mix"
  • "A company with a tool related to prospect-centered sales for senior living communities announced it has raised another $750,000. It had previously raised an initial $1.5 million in cash and $1 million in contributed intellectual property." Read more...
    McKnight's Long Term Care News"New prospecting tool helps residents overcome barriers"
  • "I honestly feel that SHERPA is going to change how senior housing sales is done. How many times have you been to a conference and become excited to implement change in your sales culture only to have it fizzle-out a few weeks later. SHERPA reinforces good habits and is fun to use. I cant wait to bring this to my clients!"
    Paul O'BrienVice President of Sales Operations, Retiring By Design
  • "Sherpa will revolutionize the field. Finally, we have the tool for those who understand or would like to do so."
    Tony MullenFounder, Advanced Sales Summit
  • "Finally a CRM that meets our needs in the Senior Housing Markets!"
    Isaac HagermanHealthcare Recruiter, Provider Managment, LLC
  • "Sherpa is precisely what our industry has been missing. Those of us who have adopted David Smith and Alex Fisher's concepts, and have been forced to use standard CRMs, have found it difficult to track our progress in guiding our Prospects through the process of change. Sherpa records every detail, but exemplifies simplicity as it follows the concept exactly."
    Amy SmithExecutive Director, 12 Oaks Senior Living, Inc.
  • "This is an incredibly practical tool that is the tool belt for sales counselors. Everything that is required to yield a successful sale is in this program. Its easy to use and can quickly store or retrieve information critical for in-depth, on-point conversations with prospects. Give this product a try. It is what is desperately needed by the majority of sales counselors in this industry."
    Margaret WyldePresident and CEO, ProMatura Group, LLC
  • "Sherpa is a smart, intuitive, user-friendly tool that will benefit any end user within our industry."
    Peter TorrensSenior Leasing Consultant, Balfour Senior Living
  • "I have been waiting for years for a sales software focused on senior housing that tracks and measures the REAL key indicators to sales and occupancy success. Not only does Sherpa track metrics like the number of advances, actual time spent in the selling zone, and conversion ratios, it offers fun and easy visuals to represent this information. Also as a manager of sales teams and therefore the responsibility for ensuring productivity is optimized, I am thrilled with the reporting functions!"
    Kristin Kutac WardPresident and CEO, Solutions Advisors, Retiring by Design
  • "Sherpa can 'go beyond simply gathering facts, dictating quotas and counting tasks,' the company says, and focuses on creating a holistic profile of individual prospects. The result is 'better visit-to-close ratios,' with a focus on helping prospective residents overcome emotional barriers or delays in decision-making." Read more...
    McKnight's Long Term News"Sherpa debuts as senior housing lead tracking tool"
  • "The development of Sherpa to tie in with the One On One sales process is a very welcome improvement to the CRM world. This system keeps the sales team members more focused on where the prospective resident is in the change process and can only improve sales performance."
    Bruce BucherVice President of Operations, 12 Oaks Senior Living