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.

  • "Compared to other available tools, Sherpa is the only one designed to go beyond simply gathering facts, dictating quotas and counting tasks." Read more...
    St. Louis Post Dispatch"Sherpa Provides Innovative CRM Lead Tracking & Sales Technology To Revolutionize Senior Housing Sales"
  • "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
  • "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.
  • "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
  • "David and his sales teams have discovered there is a direct correlation between time spent in the Selling Zone and move-ins." Read more...
    Senior Housing News"Are Your Salespeople Doing Things That Produce Results?"
  • "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"