SMART CRM

SMART CRM Business Growth Tool for the Senior Care Market

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

Use the Fully-Loaded SMART CRM to Grow Your Senior Care Business

As a Stand-Alone Service: $399 Setup and $99/month 

Combined with our SCIP or SCOPE programs, it's absolutely FREE.

We set up the basics

Unlimited Users

5000 contacts

Desktop Version and iPhone/Android Apps for on-the-go.

1 Local Phone Number included- tracked, recorded, makes texting possible, mass texting, recruiting, ads etc. (max of 500 texts per month)

30-day email drip campaign for leads/prospects (we show you how to edit)

30-day email drip campaign for referral sources (we show you how to edit)

400 Newsletter templates (use as you wish, do-it-yourself, in our SCOPE program, we do it for you)

Full review system set up and implementation (we start the process you maintain)

Expert Listing on Approved Senior Network

Reviews on Approved Senior Network

Review widget for your website

Chat widget for your website with automated follow-up

1 Free hour of Zoom training with your team

Email Support via ASN Support portal

Dozens of training videos

Additional in-person support available at $100 per hour

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
GMB REPORTING
GA REPORTING

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
COMMUNICATION
notes tasks appts
FB ADS REPORTING
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