---
title: "ECP CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about ECP CRM Software - reviews, pricing plans, popular comparisons to other Healthcare CRM products and more."
source_url: "https://www.capterra.com/p/218918/Leads-CRM/"
page_type: "product"
language: "en"
---

# 

 ECP CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 20, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

ECP CRM

## What is ECP CRM?

ECP CRM is built for assisted living communities. It manages leads, tours, follow-ups, referral sources, and occupancy in one place, with pipeline stages and workflows designed for assisted living admissions. Unlike generic CRMs, ECP CRM is built around senior living sales cycles. Users get a system that reflects their process, not one they configure around it. At move-in, resident data transfers directly into ECP's clinical platform with no re-entry. The lead record becomes the resident's clinical profile, eliminating the handoff gap between sales and care teams. Key capabilities: lead capture and pipeline tracking, tour scheduling, task management, referral source tracking, Office 365 integration, e-signatures, occupancy reporting, and role-based dashboards. ECP CRM is one module within ECP's all-in-one platform, also including eMAR, EHR, Move-Ins, Billing, and Insights. Trusted by operators of all sizes across 8,500+ communities in all 50 states. US-based support.

## What is ECP CRM used for?

[Assisted Living](https://www.capterra.com/assisted-living-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

Free trial  
not available

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Our "Best of" badge program showcases products with the highest ratings...

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## ECP CRM alternatives

Highest Rated

[4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## FAQs about ECP CRM

Overview

### What company size and specific industries is ECP CRM built for?

ECP CRM is designed for assisted living operators of all sizes, from smaller communities to larger organizations. It is built for the senior living sector, especially assisted living providers that need to manage leads, tours, follow-ups, and occupancy in one system tied to clinical records at move-in.

Features and Usability

### What are the key features of ECP CRM?

ECP CRM offers contact management, lead management, and pipeline management for tracking prospects and sales stages. It includes appointment management, calendar management, automated scheduling, reminders, and task management, plus email marketing, campaign management, reporting and analytics, document storage, and third-party integrations.

Getting Started and Support

### What training and onboarding options does ECP CRM offer?

ECP CRM provides live online sessions, webinars, and documentation to support team training. Live online sessions can guide setup and feature use in real time, webinars offer scheduled instruction for groups, and documentation gives written reference material for self-paced review and ongoing support.

Getting Started and Support

### What customer support options does ECP CRM offer?

ECP CRM provides email/help desk support, a knowledge base, phone support, and 24/7 live rep assistance. No reviewer feedback is available here, so user experience with support quality, response speed, and helpfulness cannot be assessed from the catalog data.

## Features

AI summary

Based on 206 Healthcare CRM reviews

Capterra data shows that buyers of Healthcare CRM rank the following features as their top priorities:

-   **Appointment Management** (**55%** of reviewers rated this feature as critical)
-   **Mobile Access** (**41%**)
-   **Activity Dashboard** (**44%**)

ECP CRM supports all three features reviewers rate most important: **Appointment Management**, **Mobile Access**, and **Activity Dashboard**. Together, these capabilities help healthcare teams coordinate scheduling, stay connected while working on the go, and monitor daily activity more clearly, allowing teams to improve responsiveness and keep patient relationship workflows organized.

Activity Dashboard

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

Activity Tracking

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

Alerts/Notifications

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

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

ECP CRM 44 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Reports: Alter the layout and content of reports
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- For Healthcare: Software designed for the healthcare industry
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Distribution: Route and distribute your leads to third party buyers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Mobile Access: Access software remotely via mobile devices
- Multi-Location: Manage and support multiple locations
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Support, customer service and training options

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

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