senior living crm
More Leads. Better Follow-up. More Occupancy.
centralized lead management
One place for every lead
When leads slip through the cracks, occupancy suffers. ECP CRM keeps every prospect organized, every follow-up on time, and every admissions team member on the same page — so more inquiries turn into move-ins.
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Lead capture from web, phone, and referral sources
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Tour scheduling with calendar sync and Office 365 integration
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Full pipeline visibility across the admissions team
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Automated follow-up reminders so nothing falls through
Tour & Follow-up
Your calendar. Your email. All in ECP.
When your calendar and email live inside ECP, follow-ups happen on time, tours get scheduled without the back and forth, and your team stays focused on converting prospects — not managing tools.
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Automated follow-up tasks after every interaction
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Full communication history logged per prospect
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Tour scheduling with reminders for staff and families
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Shared visibility so anyone can see where a lead stands
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Office 365 and calendar integration
The Assisted Living Sales Cycle
Built for how families actually
choose a community
Generic CRMs are built for B2B sales. ECP's CRM is built around the assisted living admissions journey — from a family's first call to a resident's first day — with custom pipeline stages, workflows, and a clinical handoff designed specifically for assisted living operators.
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clinical integration
From lead to resident. No re-entry.
When a prospect commits, their information flows straight into clinical — no retyping, no missed details, and your care team ready from day one.
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Prospect data carries forward to Move-Ins automatically
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Document packets pre-populated from CRM at acceptance
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Clinical profile ready at move-in day
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No duplicate entry across admissions, clinical, and billing
reporting and dashboards
See exactly where every lead stands. Across every community.
Get a real-time view of pipeline health — inquiry volume, lead status, and channel performance all in one place. The visibility you need to grow occupancy with confidence.
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Inquiry volume and source attribution by community
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Lead tracking by status and channel
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Pipeline stage breakdown across communities
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Role-based access — sales teams see their community, leaders see all
Customer Outcomes
Real results from communities running on ECP
58
Communities

19
Communities

40+
Communities

One Connected System
One platform. No gaps.
When sales, clinical, and billing live in separate tools, information gets lost, revenue slips through, and staff do the same work twice.
ECP brings it all together — easy-to-use assisted living software that manages every workflow from prospect to move-in to clinical to billing, so nothing falls through the cracks.
Join the 8,500+ senior living communities partnered with ECP
Frequently asked questions about ECP’s CRM
What is a senior living CRM, and does my community need one?
A CRM (Customer Relationship Management) system for senior living is a digital tool for tracking prospects, managing the admissions pipeline, and coordinating follow-ups from first inquiry to move-in. In senior living, the admissions process involves multiple touch points over weeks or months — tours, assessments, family communication, paperwork. A CRM keeps every step organized and visible, so admissions teams respond faster and convert more inquiries into move-ins. Unlike spreadsheets or generic sales tools, senior living-specific CRMs are built around the senior living sales cycle.
Does ECP's CRM connect to the rest of the platform?
Yes — directly. When a prospect converts to an active resident, their profile automatically flows into ECP's clinical suite — populating EHR, building the eMAR, and creating the billing profile — with no duplicate data entry across departments. The clinical and billing teams have everything they need before the resident arrives.
Can ECP's CRM track leads from multiple sources?
Yes. ECP CRM captures inquiry source — website, phone, referral, third-party listing sites — so admissions teams and marketing leaders can see which channels are generating the most qualified leads. Source attribution is tracked at the lead level, visible in pipeline views and portfolio reporting.
Does ECP's CRM work for multi-community operators?
Yes. Regional leaders and operators can view pipeline health across every community from one dashboard — inquiry volume, tour activity, conversion rates, and move-in timelines. Role-based access means admissions staff see their community while regional leaders see the full portfolio.