SeniorCRE is the operator-controlled operating infrastructure for senior housing & care. It is designed to govern definitions, source authority, reconciliation, and lineage across the systems an operator already runs, and can carry selected system-of-record functions where the operator chooses. Govern first. Replace only by choice.

How is SeniorCRE different from PointClickCare?

PointClickCare is a clinical EHR. Operators can keep PointClickCare; SeniorCRE is designed to govern definitions and source authority above it. Where an operator chooses, SeniorCRE can assume selected system-of-record functions. Govern first. Replace only by choice.

How is SeniorCRE different from Yardi Senior Living Suite?

Yardi Senior Living Suite is a property-management and accounting system. Operators can keep Yardi Senior Living Suite; SeniorCRE is designed to govern definitions and source authority above it. Where an operator chooses, SeniorCRE can assume selected system-of-record functions. Govern first. Replace only by choice.

How is SeniorCRE different from MatrixCare or ALIS?

MatrixCare or ALIS is a clinical and community-management system. Operators can keep MatrixCare or ALIS; SeniorCRE is designed to govern definitions and source authority above it. Where an operator chooses, SeniorCRE can assume selected system-of-record functions. Govern first. Replace only by choice.

How does SeniorCRE approach HIPAA and security?

SeniorCRE signs Business Associate Agreements and is designed with the administrative, physical, and technical safeguards applicable to its role under HIPAA. SOC 2 in progress.

Who is SeniorCRE for?

Senior housing & care operators, REITs, and capital partners. Our operator beachhead is organizations running 10 to 40 communities; larger portfolios are served through a separate Strategic Enterprise engagement.

How much does SeniorCRE cost?

Pricing and implementation fees are set in the applicable order form.

How long does SeniorCRE take to implement?

Deployment is gate-based and operator-specific; SeniorCRE publishes no standard implementation duration.

DALLAS · ASSISTED LIVING · PRODUCT BRIEF

Assisted Living CRM to Increase Occupancy

Stop losing inquiries to spreadsheets. SeniorCRE's assisted living CRM tracks every prospect from first call through move-in — with referral source attribution, tour outcomes, and occupancy forecasting that ties directly to revenue.

Updated October 13, 2026 · 10:28 PM

In short

The problem: Inquiries live in spreadsheets, inboxes and someone’s memory, so referral sources cannot be credited and the census forecast is a guess.
Who it’s for: Sales and marketing directors, executive directors and regional occupancy leaders.
Why now: Operators are being asked to run AI and answer to lenders, surveyors and boards using numbers no one has formally declared authoritative. That declaration has to exist before the decisions are made, not after they are questioned.
What you’d declare: You would be able to declare which system is authoritative for each number and under whose definitions — and what is kept is the reasoning and the lineage back to source behind every decision.
What to do next: Bring last quarter’s inquiries and we will show the pipeline, sources and forecast on one record.

Request an Executive Briefing

Two ways to run it

Keep the systems you run today and let SeniorCRE govern what they produce, or deploy SeniorCRE itself as the system of record for the areas you choose. Both are supported; the choice belongs to the operator.

Status: capabilities described here are built. No third-party vendor connector is live in operator production today, and no operator production results are published. Named-vendor connectors are roadmap.

What it covers

Coverage

01Unified pipeline from first inquiry through move-in
02Referral source attribution and ROI tracking
03Tour scheduling, tour outcomes, and follow-up automation
04Email and SMS sequences for prospect nurturing
05Occupancy forecasting from pipeline conversion, computed at request time
06Direct handoff to admissions and clinical onboarding

The modules

Built for the way assisted living actually runs

Modules

Module 01

Inquiry Management

Capture every call, web form, and referral in one pipeline.

Module 02

Tour Scheduling

Schedule, confirm, and track in-person and virtual tours.

Module 03

Pipeline Stages

Standardized prospect-to-move-in stages aligned to admissions.

Module 04

Referral Sources

Track hospital, A Place for Mom, and professional referrals.

Module 05

Email & SMS Sequences

Automated nurturing for prospects and influencers.

Module 06

Family Engagement

Capture and engage adult-child decision makers.

Module 07

Occupancy Forecasting

Forward-looking census based on pipeline conversion.

Module 08

Sales Analytics

Sales rep, source, and community-level conversion metrics.

Module 09

Move-In Handoff

Seamless transition into admissions, clinical, and billing.

Frequently asked

FAQ

What is an assisted living CRM?: An assisted living CRM tracks prospect inquiries, tours, referral sources, and move-ins to support occupancy growth and sales accountability for senior housing & care communities.
How is it different from a generic CRM?: A senior housing & care CRM is built around community-specific workflows — tour outcomes, referral source attribution, payer source qualification, and move-in handoff to admissions and clinical teams.
Does it integrate with our marketing channels?: Web form and file-based inquiry capture works today, and outcomes are recorded with source lineage so cost-per-move-in views can be governed. Connectors to named lead vendors and call-tracking providers are roadmap and are not live in operator production today.

A 30-minute walkthrough

See SeniorCRE in your community.

Move-ins, eMAR, billing, and survey-readiness — on one operating record.

Explore related modules

Assisted Living CRM to Increase Occupancy

Updated October 13, 2026 · 10:28 PM