Preferred Partners

Sherpa marries leading CRM technology, training, analytics and customer engagement to revolutionize the way senior housing is sold.

Enquire is the premier CRM, marketing automation and contact center solution provider in senior living and post-acute care. Enquire CRM optimizes sales conversions and leverages data for targeted outreach to referral sources. In addition, Enquire’s contact center solutions increase occupancy and improve customer service. Enquire’s solutions boost your organization’s ability to identify leads, capture referrals, convert sales and engage residents. Gain the insight you deserve into the performance of your communities through our customized reporting and business intelligence solutions.

Roobrik is an online engagement tool used by senior living providers to help older adults and family members take that next step when it comes to care needs. The Roobrik quizzes provide an increase in lead volume, and allow for the opportunity to learn more about prospects who visit your website and do not fill out a contact form.

Since 2011, SiteStaff has been driven to understand the best way to engage website visitors through Live Chat/Web Chat. SiteStaff chat hosts are all HIPAA certified, college-educated and based right here in the USA! Chat response times and engagement rates are extremely important and with their effective on-boarding process and execution, SiteStaff’s ability to effectively mirror the culture and strategy of their clients is second to none. SiteStaff is proud of their honest way to do business. If a client doesn’t profit from the initial investment, SiteStaff will continue to serve their clients for free until they do.

HeartLegacy helps senior care organizations leverage video to generate leads, convert leads into new residents, and turn those residents into powerful referrals.

Touchtown is the most widely used communication provider in senior living. Over 1,200 senior living communities choose Touchtown’s easy-to-implement software to enhance the resident experience, accelerate occupancy, reduce staff turnover, and connect families. Staff simply login to Touchtown’s intuitive, cloud-based content manager to deliver messages to any channel across the community at once. That means audiences get to choose when and where they access community information without duplication and inefficient workflows for staff. Choice, connectivity, community — that’s Touchtown.

SmileSnap is the leading Smile Assessment and Virtual Consultation tool for the dental industry. We serve many top orthodontists, periodontists, general practitioners, and many more.

Primo Solutions, LLC is a full-service Mystery Shopping, Sales Training and Coaching, Satisfaction Survey, and Marketing company.  We provide quality follow-up and follow-through measurement tools to evaluate your sales, customer service, and other team members. We are the largest provider of mystery shops in the senior living space.  We are experts in the senior living space and provide our services to independent living, assisted living, skilled nursing, CCRC, home health, and rehabilitation to name a few.  Our mission is to provide the tools and resources to individuals and organizations that helps achieve success through purpose and passion.  Our foundation is built on the principle of providing the highest level of service to our clients and strive to reflect the highest ethical standards in our relationships.   We are committed to maintaining excellence, respect, and integrity in all aspects of our operations and our professional and business conduct.