We built a CRM designed for human connection in senior living sales.
Sherpa CRM puts the “relationship” back in customer relationship management.
Our platform brings your prospects front and center. Leasing counselors can build holistic profiles, ones that include their prospect’s life story and aspirations for the future, to lead them toward a decision with empathy and connection.
Sherpa CRM’s sales dashboard and tools help you assess readiness, form trusting relationships and take next steps that will advance the sale and get more prospects ready to buy.
Our Integration Partners
We’ve partnered with the following companies to make Sherpa CRM more powerful through marketing automation, lead generation as well as health and billing management.
Marketing Automation & Engagement
The bi-directional ActiveDEMAND integration allows users to push sales-qualified leads from marketing campaigns into Sherpa including information on campaign inquiry source, demographic data and marketing metadata to easily report on campaign effectiveness. Additionally, Sherpa users can send prospects directly to an ActiveDEMAND campaign using bulk actions or directly from a prospect profile and also view a prospect’s marketing activity from ActiveDEMAND within the “Marketing Summary” tab.
The bi-directional HeartLegacy integration allows users to sync prospect and influencer information for use as video recipients directly within HeartLegacy. When a HeartLegacy video is sent, HeartLegacy will post a sales note, including a link to the video, to the prospect profile in Sherpa.
The bi-directional HubSpot integration allows sales-qualified leads to be pushed from HubSpot directly to Sherpa as well as sync records between HubSpot and Sherpa to analyze campaign effectiveness. Additionally, updates on Sherpa stage and status will be sent to HubSpot to aid in workflow enrollment.
The LifeLoop integration allows users to sync resident and influencer demographic, contact and census information between Sherpa and LifeLoop
The MailChimp integration allows users to pull up existing lists from a MailChimp account and export contact information from Sherpa into a selected list.
The Occupancy Insights integration allows users to set up activity triggers, such as tours and move-ins recorded in Sherpa, to automatically send surveys to prospects and influencers.
The OneDay integration helps senior living sales communities conduct personalized outreach and tell better resident stories through video messaging. A great tool for creative follow-up and virtual tours.
The Reputation integration allows users to set up activity triggers, such as tour or home visit, in order to automatically send surveys to prospects and influencers.
The Senior Living Smart integration allows users to access dozens of event postcards and flyers for prospects and professionals contacts. Just select your event, add your details and design elements, then place your print order or download. Upgrade to Senior Living Smart Pro to access email banners, Facebook posts, newsletters, direct mail campaigns and marketing kits.
Sherpa allows you to send new leads from your company website directly into the CRM. This integration will involve work from either your company’s internal IT department or the agency who manages your website. Sherpa can provide you the necessary API documentation to complete the integration. We work closely with the following vendors, which many customers use to host their web submission forms.
Online Referral Agencies
The A Place for Mom integration allows for online lead referrals to be pushed directly into Sherpa. Users may also opt to enable a bidirectional integration so that Sherpa will send activity notifications for tours, deposits/sales or lost lead back to A Place for Mom.
The Allscripts / Careport integration allows for online referrals to be pushed directly into Sherpa.
The Caring.com integration allows for online referrals to be pushed directly into Sherpa.
The Family Assets integration allows for online referrals to be pushed directly into Sherpa for easy access.
The Leading Response integration allows for online referrals to be pushed directly into Sherpa for easy access.
The Lifestyle CX integration allows for online referrals to be pushed directly into Sherpa for easy access.
The Mom’s House integration allows you to refer a prospect and their influencers over to Mom’s House, a service that helps sell a home quickly.
The Retirement Living integration allows for online referrals to be pushed directly into Sherpa for easy access.
Call Center & Chat
Further’s AI-powered sales assistant installs on your website and integrates with Sherpa CRM. This “chatbot” initiates and automates conversations with your prospects and lets you capture and convert more qualified web leads, all while consolidating key information in the CRM.
The G5 integration allows for marketing and website inquiry submissions to be pushed directly into Sherpa.
The SeniorVu integration allows for online referrals to be pushed directly into Sherpa for easy access.
Sherpa Chat integration engages and qualifies website visitors with PCS language, delivers floor plans and pricing, records prospect Q&A transcripts, posts in the Sales Journal section, and triggers request notifications and next steps. Sales teams gain marketing and sales insights from comprehensive integrated dashboards.
The SiteStaff integration allows leads to be pushed from live chat directly into Sherpa’s On Deck section of a community’s Base Camp and trigger a notification of a new lead. If a transcript is logged for an existing prospect, SiteStaff will post a new sales note to the prospect with the transcript.
The Bateau integration allows users to view data from Sherpa alongside data from other systems (i.e. payroll, financials, rent / occupancy) in Bateau’s Business Intelligence reports.
The Canada411 integration allows users in Canada to perform a name, address, or reverse phone search for prospects or influencers.
The Facebook integration allows users to perform a name search for prospects, influencers, or contacts.
The Google integration allows users to perform a name search for prospects, influencers, or contacts.
The Google Maps integration allows for interactive and custom Google Maps to be embedded directly into a prospect’s or influencer’s profile in Sherpa.
The LinkedIn integration allows users to quickly access the LinkedIn account associated with contacts or influencers.
The Phone Book integration allows users in the United Kingdom to perform a name, address, or reverse phone search for prospects or influencers.
The Realtor integration allows users in Canada to perform an address search for prospects or influencers.
The White Pages integration allows users to connect a chosen prospect with demographics and contact information of their immediate and extended family.
The Zillow integration allows users to tie into a prospect or influencer’s address in order to offer leasing counselors valuable data and information about their current residence (US).
The Zillow integration allows users to tie into a prospect or influencer’s address in order to offer leasing counselors valuable data and information about their current residence (UK).
Communication & Productivity
Improve your prospect discovery, communication and productivity using Sherpa CRM combined with these selling tools.
The Active Directory / Single Sign-on integration allows users to access their company network with one set of credentials and gain immediate access to available software platforms, such as Sherpa.
The integrations with Google, Yahoo and iCal calendars allow users to sync calendar events and tasks from Sherpa directly to their respective calendar.
The bi-directional Microsoft Outlook integration allows users to sync calendar events, tasks, and email correspondence with Sherpa to help increase efficiency and time in the selling zone.
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