Who Uses This Software?

Sherpa is the perfect CRM for Senior Living providers and professionals to allow them to do what they love: guiding seniors and their families through life-altering change with compassion and care.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • One on One Sherpa
  • sherpacrm.com
  • Founded 2014
  • United States

About Sherpa CRM

Senior housing CRM and the only technology solution on the market created by senior living sales experts.


Sherpa CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Sherpa CRM Reviews


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