In 2024, Sherpa CRM pricing offers tailored plans designed specifically for the senior living industry, focusing on tools that support lead management, prospect engagement, and personalized sales strategies. Known for its specialized features that help senior living communities nurture relationships and manage sales processes, Sherpa CRM provides a structured pricing model suitable for teams in assisted living, independent living, and memory care facilities.
Monthly vs. annual billing options
Sherpa CRM pricing includes both monthly and annual billing options. Monthly billing allows communities flexibility, ideal for those wanting to explore Sherpa’s features without a long-term commitment, while annual billing offers a discount, making it more cost-effective for communities planning to use Sherpa CRM as a core sales and engagement tool.
Opting for annual billing can provide substantial savings, especially for senior living facilities looking to consistently leverage Sherpa’s industry-specific CRM capabilities.
Sherpa CRM pricing plans and cost comparison
Sherpa CRM pricing includes customized plans to support the specific needs of senior living communities. Pricing typically varies based on facility size, number of users, and specific features required, so contacting Sherpa CRM for an accurate quote is recommended. Here’s an overview of common plan structures:
- Basic Plan: Designed for smaller facilities, this plan includes core CRM features such as contact management, lead tracking, and basic engagement tools, ideal for single-location communities needing essential prospecting support.
- Professional Plan: A mid-tier plan that adds advanced analytics, email marketing, and task automation, suitable for mid-sized facilities aiming to enhance prospect engagement and gain insights into sales performance.
- Enterprise Plan: Tailored for large or multi-location organizations, the Enterprise plan includes full customization options, multi-site management, API access, and dedicated account support, making it ideal for large senior living networks that require advanced CRM and sales capabilities.
Because Sherpa CRM pricing is customized based on community needs, it’s best to reach out directly to the Sherpa team for specific pricing tailored to your facility’s goals and size.
Annual billing: total cost and upfront commitment
With Sherpa CRM pricing, opting for annual billing offers predictable yearly costs, which simplifies budget planning. The total cost varies by facility size and feature requirements, so facilities are encouraged to contact Sherpa for a quote that reflects their specific needs. Annual billing is typically structured to provide cost savings, making it easier for senior living communities to manage CRM expenses consistently.
Key features included in Sherpa CRM pricing plans
Each plan within Sherpa CRM pricing is built to address the unique sales processes of the senior living industry, from initial prospecting to full occupancy management:
- Basic Plan: Covers essential CRM tools, including contact and lead management, basic prospect engagement, and follow-up scheduling, suitable for smaller communities needing fundamental sales support.
- Professional Plan: Adds features like task automation, email marketing, and reporting, allowing mid-sized facilities to streamline prospect engagement and analyze sales performance effectively.
- Enterprise Plan: Offers advanced customization, multi-location management, API access, and enhanced analytics, designed for large senior living networks that require robust, data-driven CRM capabilities and the ability to manage multiple locations from a centralized system.
These features allow senior living facilities to select a plan that aligns with their team size, prospecting goals, and CRM needs, from simple lead tracking to comprehensive engagement strategies across multiple sites.
Is Sherpa CRM pricing worth it? Deciding factors
When evaluating Sherpa CRM pricing, consider your community size, lead management needs, and budget. Smaller facilities or single-location communities may find the Basic Plan sufficient, while mid-sized facilities benefit from the automation and insights in the Professional Plan. Large senior living networks managing multiple facilities and requiring extensive customization will likely find the Enterprise Plan’s advanced features valuable.
Conclusion
Sherpa CRM pricing provides a structured and specialized CRM solution for senior living communities, from small facilities to multi-location networks. With both monthly and annual billing, Sherpa CRM offers an industry-focused approach that supports prospect engagement, personalized sales processes, and occupancy management. Its senior living-specific features and customized pricing make Sherpa CRM an excellent choice for communities aiming to improve prospect relationships, track sales, and achieve occupancy goals.