Senior Placement Software

Run your entire placement business in one remarkably intuitive platform.

Manage clients, communities, referrals, family options, agreements, invoices, reporting, follow-up, and more — with software built specifically around the way senior placement professionals work.

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  • Client CRM
  • Community Database
  • Family Comparisons
  • Community Referrals
  • eSignatures
  • Invoicing
  • Reporting
  • Automation Premium
Senior Place visual client placement pipeline

“It’s quick, it’s intuitive, it makes sense from an industry standpoint.”

Joshua Long, Co-Founder, Senior Resource Specialists

One platform for the entire placement journey.

From the first inquiry through community matching, referrals, placement, invoicing, and follow-up, Senior Place keeps the work your agency does connected.

  • Client Management

    Keep every client moving forward.

    Manage client information, stages, next actions, community options, referrals, documents, invoices, and placement history in one place.

  • Community Management

    Turn everything your agency knows about local communities into usable intelligence.

    Manage contacts, notes, attributes, pricing, availability, contracts, and the other details your team learns over time.

  • Community Matching

    Find communities that actually fit the client.

    Use client needs, location, pricing, care type, vacancy, ratings, and other filters to quickly narrow the market.

  • Family Community Options

    Give families something better than a spreadsheet.

    Send polished, branded community options they can review online, explore on a map, and compare.

  • Community Referrals

    Turn a match into a professional referral without rebuilding everything.

    Send client information and supporting documents directly to multiple communities.

  • eSignatures

    Keep agreements inside the placement workflow.

    Send client agreements, disclosures, community contracts, and other documents using SignWise.

  • Invoicing & Receivables

    Keep placement and revenue connected.

    Create invoices, monitor outstanding balances, and keep financial information connected to the placement.

  • Reporting

    Understand where your business actually comes from.

    Measure referral-source effectiveness, placements, revenue, conversion, and other business metrics.

  • Premium

    Automation

    Automate the follow-up your team shouldn’t have to remember manually.

    Trigger tasks, email, text, and other actions based on events in the placement process.

Premium Senior Place already includes a comprehensive set of tools for running a placement agency. Premium adds advanced automation, integrations, customization, and other enhanced capabilities.

Built around the way placement actually works.

Every stage of a placement has a home in Senior Place, and each one hands off to the next.

  1. 1

    Inquiry

    • Referral tracking
    • Client intake
    • Hosted intake
  2. 2

    Qualify

    • Client profile
    • Needs assessment
    • Tasks and next steps
  3. 3

    Match

    • Community database
    • Map search
    • Pricing & availability
  4. 4

    Present

    • Family options
    • Map
    • Side-by-side comparisons
  5. 5

    Refer

    • Multiple communities
    • Intake PDF
    • Availability requests
  6. 6

    Place

    • Agreements
    • Move date
    • Selected community
  7. 7

    Invoice

    • Placement invoice
    • Receivables
    • Accounting workflow
  8. 8

    Follow up

    • Tasks
    • Referral relationships
    • Reporting
    • Automation Premium

Client Pipeline

Know exactly where every client stands — and what needs to happen next.

Senior Place keeps the entire placement lifecycle visible in one place. See active clients, current stage, community selections, next tasks, due dates, scheduled moves, invoice progress, and clients who need future follow-up.

  • Visual placement pipeline
  • Tasks and due dates
  • Assigned team members
  • Estimated move timeline
  • Selected communities
  • Move tracking
  • Invoice status
  • Check-back-later workflow
Senior Place client pipeline with stages from new inquiry through invoice paid and check back later
Every stage from New to Recently Closed – Paid, plus a Check Back Later lane for clients who aren’t ready yet.

Community Intelligence

Find the right communities without digging through spreadsheets.

Search your market in the context of the actual client you’re helping. Filter communities, review details, visualize location, and add promising communities directly to the client’s options.

Senior Place senior living community search and client matching map
Find Ideal Communities, opened from inside a client record. The filters start from that client’s needs.
  • Map-based search
  • Community type
  • Base price
  • Rating
  • Vacancy
  • Custom filters
  • Contract status
  • Community contacts
  • Distance from the client
  • Client-specific matching

A Better Family Experience

Turn your expertise into community options families can actually use.

Give families something better than a spreadsheet.

Instead of emailing a spreadsheet or a list of links, give families a branded, interactive set of recommended communities. They can review your personalized notes, see community photos, keep track of scheduled tours, view communities on a map, and compare their options side by side.

Senior Place family-facing senior living community options with interactive map
Senior Place side-by-side senior living community comparison
Compare communities: the same options, side by side, with your notes, photos, tours, and distances.
  • Your branding
  • Personalized advisor notes
  • Community photos
  • Upcoming tours
  • Interactive map
  • Side-by-side comparison

Community Referrals

From community match to professional referral in minutes.

Once you’ve identified the right communities, Senior Place helps you send the client’s information without rebuilding the same referral again and again.

Send referrals to multiple communities, attach client intake information and other documents, and even request updated availability as part of the process.

  • Multiple communities in one referral workflow
  • Client intake PDF
  • Additional attachments
  • Availability request
  • Editable email content
  • Referral activity remains connected to the client
Send senior living community referrals from Senior Place
One referral, four communities. The intake PDF and availability request ride along, and every send is logged on the client.

Senior Place Premium

Premium

Follow up consistently without having to remember everything.

Build workflows around the events that already happen in your placement process.

Senior Place Premium can respond when a client’s status changes, a check-back date arrives, a move-in happens, a referral source is selected, a community is chosen, an email is opened after inactivity, or a client has had no recent activity.

  1. When
    Check back date arrives
  2. Then
    Send a personalized email
  3. Create a follow-up task
  4. Assign it to the advisor
  1. When
    Placement completed
  2. Then
    Send the client a follow-up
  3. Thank the referral source
  4. Create the next relationship task

Triggers in the builder

  • Status changes
  • Check back later date arrives
  • Move-in happens
  • Referral source is set
  • Community is chosen
  • Email opened after inactivity
  • No recent activity
Senior Place Premium automated workflow builder
The workflow builder: pick a record type, a trigger, and the actions that follow.
Senior Place SignWise built-in electronic signature template builder
The SignWise template builder. Drop fields onto your own PDF once, then send it as often as you like.

SignWise

Agreements and electronic signatures built into your placement workflow.

Create reusable templates and send client agreements, disclosures, community contracts, and other documents without bouncing between separate systems.

Your placement documents belong with your placement data.

  • Signature
  • Text
  • Date
  • Checkbox
  • Initials
  • Multiple recipients
  • Required fields
  • Custom email content
  • Completion emails

SignWise is included on every Senior Place plan. Premium adds unlimited templates.

Business Intelligence

Know what’s generating placements — and revenue.

Senior Place turns the operational data your team is already entering into useful business intelligence. See which referral sources are actually producing clients, placements, and revenue — not merely activity.

Senior Place referral source performance report
The Referral Source report: clients, moves, move rate, days to move, and invoiced revenue for every source, by advisor and category.
  • Clients referred
  • Placements
  • Move rate
  • Average days to move
  • Total invoiced
  • Average revenue per placement
  • Advisor attribution
  • Date and category filtering

Senior Place isn’t only software for managing clients. It also helps owners understand how the business performs: client placement, stage conversion, marketing goal attainment, outstanding invoices, and custom reports all live under the same Reports tab.

Invoices & Receivables

Stay on top of the money after the move.

Placements don’t stop being operational work when the client moves. Senior Place keeps invoicing and outstanding receivables connected to the placement process.

  • Total outstanding
  • Total overdue
  • Upcoming receivables
  • Unsent invoices
  • Average days overdue
  • Cash flow outlook
  • Overdue balances by community
  • Individual invoice detail

Built-in invoicing for the placement workflow.

QuickBooks Online integration for teams that want accounting connected too. Premium

Senior Place outstanding invoices and accounts receivable report
Outstanding Invoices: what’s overdue, what’s coming, what hasn’t been sent, and which communities owe it.

And there’s a lot more under the hood.

Here’s the full feature list.

Clients

  • Client pipeline
  • Client profiles
  • Intake
  • Tasks
  • Notes
  • Files
  • Contacts
  • Community options
  • Placement tracking
  • Move dates
  • Custom fields
  • Team assignment

Communities

  • Community database
  • Map search
  • Filtering
  • Community contacts
  • Notes
  • Photos
  • Pricing
  • Availability
  • Ratings
  • Contract status
  • Community comparisons
  • Community referral history

Referrals

  • Referral-source CRM
  • Referral contacts
  • Source attribution
  • Community referrals
  • Multiple recipients
  • Client intake attachment
  • Availability requests
  • Referral reporting

Documents & Finance

  • SignWise eSignatures
  • Agreements
  • Community contracts
  • Invoice creation
  • Invoice tracking
  • Accounts receivable reporting

Reporting

  • Referral source performance
  • Client placement reports
  • Stage conversion
  • Outstanding invoices
  • Custom reports
  • Marketing goal attainment

Premium Premium

  • Automated workflows
  • Automated email
  • Automated text messages
  • Mailbox sync
  • QuickBooks Online
  • Mailchimp
  • Constant Contact
  • API access
  • Webhooks
  • Custom client statuses
  • Custom roles & permissions
  • Scheduled & exported custom reports
  • Unlimited SignWise templates
  • Customizable hosted intake forms

Some Premium integrations are enabled per account on request. Ask on a demo and we’ll tell you exactly where things stand.

What placement professionals say

“You guys have thought of Everything!”

Eddie Gay, Founder, Senior Care Guardian

  • You are my CRM angels! We’re talking about how much we love Senior Place. We all told them it was the smartest thing they could do for growing their business.

    Cameron Crawford, MBA, CSA
    Owner, Next Steps Senior Placement

  • He runs a great company that is constantly improving the software they provide plus their customer service is exceptional.

    Mary Cohron, MBA
    Financial Managing Partner, Pathways Senior Care Advisors

  • We have been a part of Senior Place since its beginning. The use of the services have greatly improved our efficiency which allows us more time for the client experience. I highly recommend this service for placement and referral agencies.

    Donna Rybacki
    Owner, American Senior Home Finders

Built for HIPAA Compliance

Senior Place is designed with the security and privacy safeguards needed to support HIPAA-compliant workflows when your organization handles sensitive client information.

Whether HIPAA applies to your organization depends on your role and how protected health information is handled.

Learn more about HIPAA and Senior Place →

See what Senior Place can do for your placement business.

There’s a lot here — and the best way to understand it is to see Senior Place working through a real placement workflow.

Schedule a Demo

Built specifically for senior placement professionals. Month to month, with no long-term contract.