The Sherpa Mobile app helps track, plan and engage in key selling behaviors while on the go.
Download on the App Store or Google Play
Use your Sherpa credentials with the app to 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.
Watch a short demo
Sherpa Senior Director of Product Matt Prentis takes you for a quick spin of Sherpa mobile and its portable yet potent capabilities.
Connect with prospects in an instant
From the prospect profile in the Sherpa CRM app, you can easily do discovery or launch searches using:
- 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.
