SMART CRM Business Growth Tool for the Senior Care Market

S.M.A.R.T. = Senior Care Marketing and Recruiting Tracker


Use the SMART CRM to Grow Your Senior Care Business

As a Stand-Alone Service: $399 Setup and $99/month (see description below)

COVID-19 Pricing Through April 30, 2020: $100 off setup= $299 Setup Fee!

Combined with one of our programs, it's absolutely FREE.

What is a CRM? A CRM is a contact/customer relationship management software as a service (SaaS). Organize and stay on top of potential clients, recruits, and referral sources.

  • Free for our clients: If you are enrolled in one of our other programs- SCOPE, SCIP CARE, SCIP Recruiting…you get free access to our CRM. We don’t charge a nickel for you to use it as you wish.
  • Unlimited users- yes I said that, no member per month stuff. Free, add ‘em all.
  • Up to 5000 contacts FREE
  • One tracked and recorded phone number to use for mass texting, phone calling, individual texting, programmed texting, manual texting.
  • Communicate via email, phone, texting, FB messenger, website chat, as you wish.
  • Manage your reviews and ask for MORE reviews easily.
  • Monthly newsletter that we compile and send FOR YOU (SCOPE PROGRAM ONLY).
  • Marketing Campaigns/Email Campaigns that use both text and email can be set up, and we can help.
  • See your Google Analytics reporting, Facebook Ads reporting, Google Ads reporting, Phone call (incoming and outgoing) reporting, closed sales, recruiting and more from one portal.
  • Integrate your website forms (both employment and for customer leads) into the CRM ( we do that for you).

Here’s the long list of everything you can do/see:

      • Contact management
      • Contact website activity
      • Companies
      • Deals/Pipelines for Leads, Referral Sources, & Recruiting
      • Tasks & activities
      • Gmail integration
      • Custom form fields
      • Prospects
      • Ticketing
      • Forms
      • Ad reporting
      • Conversations inbox
      • Reporting dashboards
      • Email Templates
      • Texting Templates
      • Attach Documents
      • Calling
      • Meeting scheduling
      • Messenger integration
      • Custom properties
      • Forms
      • Email marketing
      • List segmentation
      • Live chat
      • Mobile optimization
      • Email scheduling
      • Deal pipeline
      • Tasks Assignments

How Are Senior Care Businesses Using the SMART CRM?

  • Manage Senior Care Leads
  • Manage Senior Care Referral Communications
  • Manage Senior Care Recruiting
  • Run Database Re-Engagement Campaigns
  • Run Surveys
  • Ask for Client Reviews on ANY Platform via the CRM.
  • Texting and Mass Texting
  • Phone Calling from CRM
  • Email from CRM
  • Facebook Messenger Communication from CRM
  • Landing Pages as needed
  • Monthly Newsletters from CRM (for SCOPE Clients)
  • Monitor Google Analytics
  • Monitor Google My Business Listing
  • Schedule Appointments with Potential Employees
notes tasks appts

Can you use the CRM, but not our services? Yes.

$399 Set up and $99/month

CRM Set-Up Includes:

  • Import of your current contacts, tagged and organized
  • Import of 1 customized campaign (we give you 3 options, you choose 1)
  • Set up of notifications and triggers so that you are instantly aware of new leads, recruits, or communications
  • Connection of Google My Business, Google Analytics, Facebook Ads, Facebook Messenger, Google Ads
  • Set up and use of tracked and recorded phone line.
  • Set up of Review Request system
  • Code for live chat, and set up.
  • Video tutorial specific to your set up that shows you the overview of how things work.
  • One 30-minute call to ask more detailed questions and go over the use of the system.(optional)
  • Support delivered via our support desk via our ticketing system. Fast, effective support and answers.

SMART CRM Business Growth Tool for the Senior Care Market 1


Empowering Today’s Senior Care Businesses to Win Tomorrow.

Approved Senior Network understands disruption. As the company that first started online marketing for senior care providers, we help businesses stay one step ahead, even as online marketing rapidly changes. We are embraced by the most successful senior care organizations because we deliver- no matter what comes next.

Our training, consulting, and technology offerings continue to define future generations of senior care marketing efforts. We’re guiding organizations through the next period of online marketing change, and preparing your sales and marketing staff to win tomorrow’s opportunities.

Are you ready for the future of senior care marketing?

Training and Marketing Resources

Valerie V's Insider Marketing Program

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  • Content
  • Marketing Ideas
  • Leave-Behinds
  • Social Media Training
  • Bonus Content

Valerie V Show

  • Facebook Page
  • Private Marketing Group on Facebook
  • Weekly Live Videos
  • Marketing Content/Ideas
  • Available on YT, Roku, Amazon Fire TV, FB and more