Sherpa CRM Integration — Relationship Lifecycle in the Operating Record
Sherpa's relationship-led CRM for senior housing & care — bridged into SeniorCRE so prospect, family, and waitlist lifecycle flows into the canonical resident record.
Capabilities
- Prospect and family relationship tracking
- Tour scheduling and follow-up cadence
- Waitlist lifecycle management
- Sales pipeline and conversion analytics
- Source attribution and ROI by campaign
- Family communication audit trail
- Bed-assignment hand-off to operations
- Multi-community scoping
How it works
- Sherpa account + API access — Confirm Sherpa API entitlement and obtain credentials for the SeniorCRE bridge.
- Pipeline + field mapping — Map Sherpa pipeline stages to the canonical lead lifecycle and waitlist record.
- Webhook + bridge — Wire Sherpa webhooks so every prospect event updates the canonical resident lifecycle in real time.
- Pilot validation — One community runs prospect → move-in end-to-end before scaling across the portfolio.
Integration facts
- Integration type — REST API + webhook
- Sync cadence — Real-time on lead event
- Setup time — 3–4 hours
- Pipeline stages — Operator-configurable
https://seniorcre.com/integrations/sherpa-crm