# Senior Referral Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Senior Referral Management Software - reviews, pricing plans, popular comparisons to other Assisted Living products and more.

Source: https://www.capterra.com/p/157276/Senior-Referral-Management

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# 

 Senior Referral Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Senior Referral Management

## What is Senior Referral Management?

Senior Referral and Placement Software for Senior Living Consultants and Senior Advisors, since 2010. The web-based solution enables senior living consultants to keep track of placements, referral sources, clients, facilities. The platform also allows assisted Living/RCFE administrators to post real-time vacancies and facility features to senior placement agencies.

## What is Senior Referral Management used for?

[Assisted Living](https://www.capterra.com/assisted-living-software/)

Top alternative

Featured

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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Do you work for Senior Referral Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.housingtree.com&name=Senior Referral Management)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Senior Referral Management

5.0 (6)

VS.

[5.0 (1)](https://www.capterra.com/p/179798/Senior-Place/#reviews)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (6)

Ease Of Use

5.0 (2)

Value For Money

5.0 (6)

Value For Money

5.0 (1)

Customer Service

5.0 (6)

Customer Service

5.0 (2)

## Senior Referral Management alternatives

Highest Rated

[GroveMenus](https://www.capterra.com/p/128946/GroveMenus/)

[5.0 (2)](https://www.capterra.com/p/128946/GroveMenus/#reviews)

Starting price

$25.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/128946/GroveMenus/)

[LifeLoop](https://www.capterra.com/p/239627/LifeLoop/)

[5.0 (1)](https://www.capterra.com/p/239627/LifeLoop/#reviews)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/239627/LifeLoop/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Tracking

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Calendar Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Customizable Reports

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

Customizable Templates

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Lead Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Senior Referral Management 14 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Handle the registration and admission process for existing and new students

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Manage, organize, and store contact information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Compliant with HIPAA, which sets standards for sensitive patient data protection

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Timed notification for any upcoming task, deadline, appointment, or activity

Track and manage the scheduling of tasks

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We can help you find the software with the features you need.

Features

4.8 (6)

4.8

Based on 6 reviews

## Pricing

Value for money

5.0 (6)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

5.0 (6)

5.0

Based on 6 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (6)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (6)

5.0

Based on 6 reviews

## User reviews

Overall rating

5.0

Based on 6 reviews

Filter by rating

5(6)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

GG

Giovani G.

Auxiliar de programação

Machinery

### "avaliacao senior"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 26, 2023

Pros

sistema de ótima integração, fácil e pratico de usar no dia a dia

Cons

dependendo da demanda pode diminuir um pouco sua velocidade

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JJ

Jennifer J.

Senior Care Advisor

Hospital & Health Care

### "Definitely easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 7, 2020

This software has been extremely easy to keep track of our clients and phases of the move-in process. I am able to add notes, handle billing, send invoices, etc.... on each client.

Pros

I love that there are always features that can be added JUST to accommodate my businesses' needs.

Cons

There are alot of features that I don't find useful and some that don't pertain to our business at all.

Reasons for choosing Senior Referral Management

After doing the demos, they had everything that I needed to support our business, plus invoicing, and they were so willing to add all my touches to it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SS

Sara S.

Owner

Hospital & Health Care

### "I Love Housing Tree"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2020

Anytime I have had a problem or made a suggestion it is fixed very quickly or my suggestion is implemented. The fact that I can customize things to my company has been wonderful.

Pros

Housing Tree helps my business function smoothly, I can't imagine trying to keep track of all the details for both clients and facilities by paper. I can look up any of my information from anywhere which helps me be more productive.

Cons

I wish Client could be able to enter intake information, sometimes they are having to fill out my intake form and then I have to go back and enter it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BG

Brian G.

President

Health, Wellness and Fitness

### "Excellent Software, Competent and Skilled Customer Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 2, 2019

Beyond basic data management, the way information is handled within the HousingTree software makes it easy to track our marketing efforts which in turn has vastly improved our conversion rates.

Pros

The software is well designed and makes maintaining information on both clients and facilities easy. The customer service has been fantastic. Even our more technically complex requests were handled promptly with great accuracy. Having worked with several other development teams, I can say that the HousingTree team provides exceptional quality and is easy to work with.

Cons

Our only concern was the default formatting of the reports to be sent to either clients or facilities. That being said, it was easily reformatted to meet the standards of InSight Senior Transitional Services.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MB

Michael B.

Discharge Planner

Health, Wellness and Fitness

### "A great, great software for for those helping seniors find housing options! Many great features!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 16, 2017

Much easier to operate than any other software of its type.

Pros

An extraordinary breakthrough in managing your placement agency Service! Allows you to track your referrals, pending and open invoices, lists of current and past clients. Overall, it's a big concept that's simple to use!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Michael B.

President/CEO

Facilities Services

### "Best Solution for Agencies and Facilities"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 4, 2016

HousingTree is a real life saver for any agent and facility! As a consultant for many RCFEs, I see how having an organized structure breeds success. This software allows agents to not only keep track of their referrals but generates invoices and helps organize schedules and follow ups as well! HousingTree is designed for the busy placement agent and allows them to concentrate more on actual placements rather than spending countless hours in front of a computer trying to conduct their own billing. This of course also results in potentially a more successful business as more time is spent generating actual revenue. For the facilities, I see this as a powerful tool in helping to advertise their vacancies more effectively. My company works closely with HousingTree to help ensure facilities use this software and reach optimal exposure to the right referral sources. I believe in HousingTree and the results it produces and will continue to produce for my members for years to come. Michael Bilger, President/CEO, Elder's Choice, Inc.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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