Senior living CRM
Senior living CRM
CRM setup and follow-up for retirement residences, assisted living and memory care
CS+ or the CRM you already use, connected to your website, phones and ads, so every family is followed up and every move-in is traced to its source.
Get your occupancy marketing plan
Tell us about your residence, your suites and your current move-in pace. We reply with a clear plan.
By submitting, you agree that Canada Create™ may contact you about your request. No spam, ever.
What a well-run senior living CRM gives you
No lost inquiries
Every call, form and referral lands in one place with a follow-up task.
Faster callbacks
Reminders and alerts so families hear back while they are still deciding.
Clear source reporting
Move-ins tied to the channel, campaign and referral partner that produced them.
A pipeline you can trust
Clean stages and data your sales director can forecast from.
What is included in senior living CRM support
Setup, integration, training and follow-up, built for long, family-led decisions.
- CRM auditHow your current system is used, and where leads fall through.
- CS+ setupCanada Create's CRM configured for senior living sales.
- Family-linked recordsResident, adult children and decision makers on one prospect.
- Referral source trackingTags and intake paths for every partner.
- Website and call integrationForms and tracked calls flow in with their source.
- Offline conversionsTours and move-ins sent back to Google Ads.
- Email nurturingCASL-compliant sequences for families not ready yet.
- Team trainingA simple weekly routine that keeps the pipeline current.
Senior living CRM pricing
Setup, monthly support and software licences are always separate.
CRM audit and cleanup
Quoted in writing
Residences with a CRM that nobody trusts
- Usage and data audit
- Stage and field cleanup
- Source tagging
- Team training
CS+ setup and integration
Quoted in writing
Residences without a working CRM
- Senior living configuration
- Website, call and ad integration
- Tour scheduling and reminders
- Move-in reporting
Managed nurturing
By proposal
Operators who want follow-up run for them
- Email sequences and newsletters
- Monthly pipeline review
- Offline conversion upkeep
- Reporting by source
Third-party CRM licences are paid to the software vendor. Ad spend is paid directly to the platform.
CRM for senior living
A CRM built around how families decide
A senior living CRM is the system that remembers every family, every call, every tour and every promise your sales team makes, and tells the team who to call next. Canada Create™ sets up, connects and runs CRM programs for retirement residences, assisted living and memory care communities: either CS+, Canada Create’s own CRM, or the senior living CRM you already pay for, wired to your website, phones and ads so every inquiry is tracked from first click to move-in.
Most residences do not have a CRM problem. They have a follow-up problem. Inquiries arrive by phone, web form, email, Facebook and referral partners. Some go into the CRM, some go into a notebook, some go nowhere. The result is lost families and no idea which marketing actually works.
What a CRM for senior living has to do
Generic sales CRMs were built for short, single-buyer deals. Senior living sales are long, involve several family members and depend on timing. A CRM that fits has to handle:
- Multiple contacts per prospect. The future resident, two adult children, a spouse and sometimes a power of attorney, all linked to one record.
- Care level and suite interest. Independent, assisted, memory care or respite, plus suite type and target move date.
- Referral sources. Hospitals, physicians, placement agencies and past residents’ families, with the move-ins each one produced.
- Sales stages that match reality. Inquiry, qualified, tour booked, tour completed, assessment, deposit, move-in, and the long “not yet” stage where most prospects live.
- Scheduled follow-up. Tasks and reminders so no family waits days for a callback.
- Source tracking. Every lead tagged with the channel, campaign and keyword that produced it.
- Waitlist management. For residences with more demand than suites in a care level.
CS+ or your current senior living CRM
There are good purpose-built senior living CRMs on the market, and many operators already use one. We do not ask you to switch for the sake of it.
If you already have a CRM
We audit how it is used today: duplicate records, missing sources, stale stages, tasks nobody completes. Then we clean the data, simplify the stages, connect your website forms, call tracking and ad platforms so leads arrive with their source, and train your team on a weekly routine that keeps the pipeline honest.
If you do not have one
We set up CS+, Canada Create’s CRM, configured for senior living: family-linked records, care level fields, referral source tracking, tour scheduling, automated reminders and move-in reporting. Your team gets a system that works from the first day, not a blank software licence.
If you are choosing between systems
We help you write down what you need before you sit through vendor demos: number of residences, care levels, integrations with your property management or clinical software, reporting and budget. That list makes the decision faster and prevents paying for features you will never use.
Connecting marketing to the CRM
A CRM is only as good as the data that reaches it. This is where most residences lose the thread between marketing spend and move-ins.
Web forms and tour bookings
Every form on your website sends the lead straight into the CRM with the page, campaign and keyword attached. No copy and paste, no inbox that nobody checks on weekends.
Phone calls
Most senior living inquiries still start with a call. Call tracking numbers by channel show which calls came from Google Ads, Maps, your website or print, and the call is logged to the prospect record.
Ad platforms
When a lead becomes a tour or a move-in, that result can be sent back to Google Ads as an offline conversion, so the ad system learns which searches produce move-ins, not just form fills. Our Google Ads management team sets this up.
Referral partners
Each referral source gets its own intake path and tag, so you can thank the partners who send move-ins and see which relationships need attention.
Nurturing families who are not ready yet
Most prospects in a senior living pipeline are not ready to move this month. The residences that fill fastest are the ones that stay helpful during the wait.
- A thank-you and summary email the same day as the tour, with floor plans and pricing discussed.
- A short sequence of useful emails: how to talk to a parent about moving, what to bring, how respite stays work, how to compare costs with staying at home.
- Invitations to lunches, events and open houses.
- Reminders to the sales team when a family’s stated move date approaches.
All email follow-up is set up with proper consent records under Canada’s Anti-Spam Legislation (CASL). Families can unsubscribe at any time, and the CRM respects it.
Privacy and data handling
Senior living prospect records often contain health information that families share during inquiries: a diagnosis, mobility needs, medications. That information deserves care. We configure the CRM so health notes are only visible to staff who need them, keep marketing fields separate from care notes, and never send health information to ad platforms. Your privacy officer should review the setup against the privacy laws that apply to your residence, such as PIPEDA or provincial health privacy law.
What senior living CRM support costs
Cost depends on whether we set up CS+ or work in your current system, how many residences and users you have, how many integrations are needed and whether you want us to run email nurturing on an ongoing basis.
- Setup and integration: quoted in writing after a short audit.
- Ongoing management and nurturing: quoted in writing by scope.
- Software licences: if you use a third-party CRM, its licence is paid to that vendor.
The payback is simple to check: if better follow-up produces one extra move-in, compare that with a year of CRM support.
Where the CRM fits in your marketing
A CRM works best as part of a complete retirement home marketing program with senior living lead generation feeding it and a website built to book tours. For clinics and care providers outside senior living, see our CRM for healthcare page.
Talk to a strategist
Ready when you are!
Get a proposal in one business day.
Tell us your goals, budget and timeline. You get a plan, a price and a named strategist, with no long-term contract.
How we fill suites, step by step
A process built around how families actually choose a residence: research, a tour, a long conversation at the kitchen table, then a deposit.
- Discovery and occupancy audit Week 1
We review your website, Google Business Profile, reviews, ads, referral sources and how inquiries are answered, and learn your care levels, suite mix and current vacancies.
- Tracking and CRM setup Weeks 1 to 2
Calls, forms and tour bookings are tied to their source in analytics and CS+, so every family and every referral is recorded and followed up.
- Website and tour pages Weeks 2 to 6
We fix or build care level, suite, dining and lifestyle pages with a clear book-a-tour path that works for adult children on a phone.
- Campaign launch Weeks 3 to 6
Search ads, local SEO, social and email nurture go live, timed around open houses, seasonal moves and vacancies you need to fill.
- Monthly optimization Ongoing
We shift budget toward the care levels and channels with the lowest cost per move-in and report in plain language.
What clients say on Google
Reviews pulled live from our Google Business Profile.
Free review
Not sure where to start? Send us what you have.
Share your current site, campaign or brief. A strategist reviews it and replies within one business day with a written recommendation and a fixed quote.
Why retirement residences choose Canada Create™
18+ years in digital marketing
We have helped businesses across Canada and the United States grow online since 2008.
BBB Accredited, A+ rating
A long record of doing what we say, with zero complaints.
Tours and move-ins, not vanity metrics
We report inquiries, tours and move-ins by source, not only clicks and impressions.
Respectful, accurate messaging
Copy that speaks to seniors and their families with dignity and describes your care honestly.
One team for every channel
SEO, Google Ads, website, social and CRM follow-up under one plan and one report.
Quoted in writing
Every fee is confirmed in writing before work starts. Get a proposal in one business day.
24/7* sales and support
Call +1 (800) 808-9235 any time with a question about your campaigns or website.
Canada and the United States
We work with the terms each market uses, from retirement residence to assisted living.
Senior living CRM questions
What is a senior living CRM?
A customer relationship management system that tracks prospective residents and their families, sales stages, tours, referral sources and follow-up tasks from first inquiry to move-in.
Do we need a senior living specific CRM?
Not always. What matters is family-linked records, care level fields, referral tracking and follow-up tasks. CS+ can be configured for this, and we also work inside purpose-built senior living CRMs.
Can you work with the CRM we already have?
Yes. We audit, clean and connect your existing CRM rather than asking you to switch.
How does the CRM connect to our marketing?
Website forms and tracked calls send leads in with their source, and tours and move-ins can be sent back to Google Ads so campaigns learn what works.
How long does CRM setup take?
A typical setup with website and call integration takes two to four weeks, depending on the number of residences and integrations.
Is health information safe in the CRM?
We restrict health notes to staff who need them, keep them separate from marketing fields and never send them to ad platforms. Your privacy officer should review the setup.
Do you handle follow-up emails?
Yes. We write and run CASL-compliant email sequences for families who are not ready to move yet.
What does a senior living CRM cost?
Setup and management are quoted in writing based on residences, users and integrations. Third-party software licences are paid to the vendor.
Every empty suite costs you every single day
Families research residences for weeks before they call. If they cannot find you, or your website does not answer their questions, they tour somewhere else. Let us show you where inquiries are slipping away.
