Meet Senior CRM

Yardi Senior Living

By Amy Reinholds on Jan 13, 2025 in Senior Living

Have you explored RentCafe Senior CRM, our prospect-centric customer relationship management solution for senior living? Senior CRM has fresh and exciting features designed to provide seamless experiences for both sales counselors and prospective residents. 

Meet Senior CRM

At Yardi, we prioritize listening to client feedback. We’ve taken thoughtful comments on Senior CRM — and gathered insights on what CRM functionality is missing in the industry — to create a fresh, enhanced product.

Senior CRM includes an attractive user interface, new features and evolved communication capabilities. Note that we kept well-loved dashboards, but we’ve added a whole new level of functionality and made things more user-friendly.

There’s a range of exciting workflows in the product, but as a highlight, Senior CRM clients have access to:

A Communication hub: Send and manage all communications with prospective residents including calls, texts and emails from one convenient location.

Lead stages: Unlock lead stages functionality that guides sales teams through the entire prospect journey. Benefit from seamless automation for common tasks at every stage, from lead all the way to move-in.

A prospect overview page: See the prospect overview at the click of a button with a centralized, easy-to-access page that presents impactful data.

Intuitive dashboards: Manage your digital forms in one place with a comprehensive dashboard that shows every document and its various stages. Enjoy additional dashboards for managing waitlists, occupancy and more.

Campaigns: Benefit from new functionality that makes it easy to send email and text blasts, then track successes such as click and open rates. You have access to premade templates, or you can create campaigns on your own.

Electronic leasing: Save time on paperwork and streamline your move-in workflow with electronic leases. Enjoy simplified workflows for every step of the move-in process.

Move-in readiness: Review all your future residents and where they are in the move-in process with a configurable dashboard. This dashboard captures all the paperwork and steps needed to successfully move in a resident.

Competitive analysis: Centralize competitor data, streamline reporting and compare your communities quickly and efficiently. You enter competitor information directly in Senior CRM then unlock organized, intuitively presented insights that live in one secure place.

Explore our Senior CRM product page to see more functionality.

What makes Senior CRM unique?

In addition to offering unmatched features, Senior CRM stands out from the crowd by uniting on a single integrated platform. As part of the Yardi Senior Living Suite, it connects with essential aspects of your business — from Yardi EHR to RentCafe Senior Living Portal.

That centralization offers countless benefits, including time savings, a reduction in operational costs and prevention of data-entry errors. Most importantly, using one automated system equips you to deliver great service through the entire prospect-to-resident journey. 

Get in touch to learn more

Contact your Yardi account manager if you have questions about functionality in RentCafe Senior CRM.

If you’re a new client, book time with our team to get started with Senior CRM.