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.

Back to all roles

For the Sales / Marketing LeadershipOperator§ Editorial: The Hunter

Sales / Marketing Leadership.

You think in speed, volume, and conversion. You need to feel in control of the number — every day, not just at the monthly review.

§ This seat's authority — Occupancy and pipeline authority

Accountability · Authority · Question · Evidence · Reason to say no

No single executive owns operating truth. Eight people have to say yes — and they do not have to say yes for the same reason. This seat should authorize an Operator-Controlled Operating Record only on the evidence its own accountability requires.

Can we trust the path from inquiry to occupancy?

Accountable for: Pipeline and lead response · Conversion and occupancy · Demand generation · Revenue opportunity
Governs: Commercial pipeline truth within the defined organizational model.
Evidence this seat should require: Definitions for each lead and pipeline stage
Source attribution and timing
Ownership at every stage transition
Conversion logic, stated rather than inferred
The connection between pipeline activity and realized occupancy
Reason to say no: Say no if the record aggregates CRM data without governing definitions, ownership, and reconciliation across the occupancy lifecycle.

What we can show you today — and what each figure actually is

§ Every figure classified · none is a customer result

Each figure below is labeled as a design requirement, design target, workflow standard, implementation target, or contractual commitment. No external operator deployment is live, so none of these figures is a measured customer outcome.

<5 min

target speed-to-lead, enforced by SLA timer

Workflow standard — configurable SLA timer

Daily

leading-indicator dashboard per community

Design requirement

Behavior-scored

pipeline instead of optimism-scored

Workflow standard — built, validated

What you're accountable for

Move-in volume, conversion rates, and speed-to-lead across every community
Rep productivity and process adherence — is the team actually following the playbook?
Pipeline visibility and forecast accuracy you can stand behind
Scaling what works across every community and every rep in the portfolio

How SeniorCRE shows up for you

Clean dashboards with speed-to-lead, rep accountability, and pipeline reporting as the headline — not buried three clicks deep.
Automated follow-up and cadence enforcement so leads never sit and rep performance is visible in real time.
Portfolio-wide visibility so the plays that work in your best community scale across every rep and every building.

The governance risks this seat must test — and how the record answers them

§ Legitimate requirements, not objections to overcome

Your fear

Missing move-in quotas with no clear explanation of why.

Our answer

Daily leading-indicator dashboard: inquiries, speed-to-lead, tours booked, tours held, deposits — every step, every rep, every community. When the number breaks, you know which link.

Your fear

Leads falling through the cracks because no one follows up fast enough.

Our answer

Automated cadence enforcement with SLA timers per rep. Missed SLAs escalate to the community sales lead within the hour — not the monthly review.

Your fear

Bad data making forecasting impossible.

Our answer

Pipeline is scored on rep behavior, not rep optimism. Forecast reflects tour-held rate and historical conversion by community — not what the rep hopes closes.

How this seat examines the evidence

§ 45 minutes · scoped to this seat's authority

0110 min
Your number on one screen — inquiries → deposits, by community and rep
0215 min
Speed-to-lead SLA and cadence enforcement, live
0310 min
Pipeline scored on behavior, not optimism — how forecast is built
0410 min
Playbook scaling — how a top community becomes the standard

§ What this seat is entitled to require

You get the visibility you currently do not have — into speed-to-lead, rep behavior, and pipeline health — so the number stops being a surprise at month-end.

§ Words you'll hear from us

speed-to-lead
pipeline visibility
rep accountability
scale what works

When we are not the right fit for you

You want a lead-aggregator only. We are the sales operating layer — aggregators plug into us, not the other way around.
You do not want SLA enforcement. Our cadence layer is opinionated; if timers are a non-starter, we are the wrong fit.

Questions you'll ask

Does this replace our existing CRM?: It is the CRM for senior housing & care. If you use a generic CRM today (Salesforce, HubSpot), we replace it. If you use a senior-living-specific CRM, we replace it and migrate history.
How opinionated is the cadence?: Defaults are opinionated; every step is tunable. You do not have to accept our SLA, but you do have to pick one.

§ Committees do not visit alone

Also in the room

Your COO will read this differently

You have watched too many tools collect dust. What you actually need is adoption — behavior change across every building, not another go-live.

Read the COO view Also in the room

Your Regional will read this differently

You sit between corporate strategy and community-level reality. You did not sign the deal, but you determine whether it actually works.

Read the Regional view

Test it against the authority you hold.

We work through the evidence this seat should require — the contested numbers, the source authority, and where the record would fail your own standard.

Assisted living CRM Sales pipeline overview

§ Bring it to the committeeGet the Sales & Marketing evaluation checklist

Sales / Marketing Leadership.

§ This seat's authority — Occupancy and pipeline authority

What we can show you today — and what each figure actually is

The governance risks this seat must test — and how the record answers them

How this seat examines the evidence

Who else needs to say yes

Your COO will read this differently

Your Regional will read this differently

Test it against the authority you hold.