Sherpa CRM Integration — Relationship Lifecycle in the Operating Record
Sherpa is a relationship-led CRM for senior housing & care. The SeniorCRE interface is design / validation scope and is not live in operator production.
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 — Roadmap design intent: evaluate vendor-supported events, operator scope, freshness, reconciliation, and acceptance criteria.
- Validation exercise — Roadmap design intent: validate a bounded prospect-to-move-in dataset before any operator-production acceptance decision.
Integration facts
- Interface basis — Vendor-documented design
- Current connection — Roadmap · not operator production
- Timing — Determined after validation scope
- Pipeline stages — Operator-configurable
Frequently asked questions
- Does the integration replace Sherpa's CRM UI?
- Not by default. The operator may keep Sherpa authoritative for sales records; a future SeniorCRE interface would govern how those records contribute to cross-domain decisions.
- How does waitlist data flow?
- Waitlist records bind to the canonical resident lifecycle and Property entity, so bed-board availability and waitlist conversion stay in sync.
- Is multi-community supported?
- Yes. Each community runs its own Sherpa pipeline; portfolio rollups aggregate via the Entity hierarchy.
https://seniorcre.com/integrations/sherpa-crm