Meet Senior CRM

Senior Living Customer-Centric CRM Software

Have you explored RentCafe Senior CRM, our prospect-centric customer relationship management solution for senior living? Senior CRM has fresh and exciting features designed to provide seamless experiences for both sales counselors and prospective residents. 

Meet Senior CRM

At Yardi, we prioritize listening to client feedback. We’ve taken thoughtful comments on Senior CRM — and gathered insights on what CRM functionality is missing in the industry — to create a fresh, enhanced product.

Senior CRM includes an attractive user interface, new features and evolved communication capabilities. Note that we kept well-loved dashboards, but we’ve added a whole new level of functionality and made things more user-friendly.

There’s a range of exciting workflows in the product, but as a highlight, Senior CRM clients have access to:

  • A communication hub: Send and manage all communications with prospective residents including calls, texts and emails from one convenient location.
  • Lead stages: Unlock lead stages functionality that guides sales teams through the entire prospect journey. Benefit from seamless automation for common tasks at every stage, from lead all the way to move-in.
  • A prospect overview page: See the prospect overview at the click of a button with a centralized, easy-to-access page that presents impactful data.
  • Intuitive dashboards: Manage your digital forms in one place with a comprehensive dashboard that shows every document and its various stages. Enjoy additional dashboards for managing waitlists, occupancy and more.
  • Campaigns: Benefit from new functionality that makes it easy to send email and text blasts, then track successes such as click and open rates. You have access to premade templates, or you can create campaigns on your own.
  • Electronic leasing: Save time on paperwork and streamline your move-in workflow with electronic leases. Enjoy simplified workflows for every step of the move-in process.
  • Move-in readiness: Review all your future residents and where they are in the move-in process with a configurable dashboard. This dashboard captures all the paperwork and steps needed to successfully move in a resident.
  • Competitive analysis: Centralize competitor data, streamline reporting and compare your communities quickly and efficiently. You enter competitor information directly in Senior CRM then unlock organized, intuitively presented insights that live in one secure place.

Explore our Senior CRM product page to see more functionality.

What makes Senior CRM unique?

In addition to offering unmatched features, Senior CRM stands out from the crowd by uniting on a single integrated platform. As part of the Yardi Senior Living Suite, it connects with essential aspects of your business — from Yardi EHR to RentCafe Senior Living Portal.

That centralization offers countless benefits, including time savings, a reduction in operational costs and prevention of data-entry errors. Most importantly, using one automated system equips you to deliver great service through the entire prospect-to-resident journey. 

Get in touch to learn more

Contact your Yardi account manager if you have questions about functionality in RentCafe Senior CRM.

If you’re a new client, book time with our team to get started with Senior CRM.

SHARE POST

Facebook LinkedIN

AUTHOR

Amy Reinholds is a marketing writer at Yardi, covering senior living. She has written for newspapers, software companies and music magazines and is passionate about successful housing solutions. Amy writes about technology and industry trends and loves sharing stories of the people behind thriving communities.

Recent articles

Presenters at Yardi Senior CRM Road Show in Toronto, November 2025

On the road again for Senior CRM & smarter sales

The Senior CRM Road Show rolls into new cities this spring. Senior living sales and marketing leaders explore CRM trends, AI innovation and strategy for stronger move-ins.

RentCafe Senior Living Portal

3 ways to simplify the resident & family portal experience

See how senior living providers simplify billing, document signing and activity registration with our updated portal designed for residents and families.

Team Yardi at Sales Conference event

Yardi sales team unites for community service organizations

More than 400 members of Yardi’s global sales team took time out from a recent internal conference to assemble welcome care bags for four local nonprofits.

03 / 10 / 26