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Introducing Sherpa CRM for Mobile

January 07, 2021 by Sherpa
Sherpa Mobile Launch

We’re delighted to announce the launch of our Sherpa CRM app for mobile, a new way to track, plan and engage in key selling behaviors while on the go.

Having a flexible way to build strong connections with your prospective residents and influencers is more important now than ever before. We designed Sherpa Mobile to give you everything you need, all in the palm of your hand. To get started, download the app on your iOS or Android device (only available in the US for now) and log in using your Sherpa CRM credentials.

Download on the App Store or Google Play

With the app, you can access key capabilities of Sherpa CRM. Track your team’s Time in the Selling Zone, schedule selling activities and build prospect profiles all within your device. And there’s a lot more.

Connect with prospects in an instant

From the prospect profile in the Sherpa CRM app, you can easily do discovery or launch searches using:

  • Facebook
  • Google
  • Zillow
  • White Pages

When you’re ready to connect, simply press the phone, text or email buttons to reach out directly using your device. This feature also works for contacting influencers professional outreach.

Add and review case studies on the fly

When you complete a case study, you get a more complete picture of your prospective resident.

Sherpa helps you get to know what matters about your prospects including:

  • Life story
  • Legacy
  • Typical day
  • Themes and values
  • Motivators

The Sherpa CRM app makes it even easier to review areas that are missing or incomplete before each interaction. And you can make updates or new entries from anywhere, right after you connect with your prospects, either by typing your notes or using the in-app dictation feature.

Searches are easier than ever

The Sherpa CRM app makes searches faster and easier than ever before. You can use partial search terms to find prospects, influencers and professional outreach from within your saved contacts.

The app displays results as you type whether you’re looking for a name or a phone number.

There’s so much more you can do with the Sherpa CRM app, so visit the App Store or Google Play to get started.

Not a Sherpa yet? Get in touch with us at for a demo with one of our senior living sales experts.

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