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.

  • "Fantastic program! Looking forward to tracking senior housing sales in a very personalized and efficient manner!"
    Bethany DeBerardRegional Director, Retiring by Design
  • "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 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"
  • "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
  • "It's helped our conversion ratio with A Place For Mom increase... It now shows 23.9%. Prior to Sherpa, we were barely holding on to 16%. The Senior Advisors there have also noticed the difference!"
    Teri RichardsonCommunity Relations Counselor, Spring Hills, Hunters Creek
  • "Thank you for your amazing support, encouragement and training. It’s a great feeling just knowing you are there!"
    Nicole CastañedaCommunity Relations Director, Sun Ridge at Palisades