About Sherpa

Sherpa is a revolutionary CRM created by senior sales experts that inspires and motivates sales teams to truly connect with their prospects. A simple, intuitive sales tracking and coaching tool, Sherpa encourages leasing counselors to develop a holistic picture of their prospects' lives. Senior housing CRM and the only technology solution on the market created by senior living sales experts.

At a glance

Software information

Industries served, licensing and the support Sherpa provides.

Licensing

Monthly Payment

Support

Phone
Online (Ticket)

Training

Help Guides
Video Guides
Blogs
Webinars

Knowledge Base

Help Guides
Video Guides
Blogs
Webinars

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Capabilities

Sherpa features

The full feature set, grouped by module.

CRM Software

Calendar & Task
Contact Management
Collaboration Tools
Custom Dashboard
Email Integration
Forecasting & Analytics
Lead Management
Reporting
Sales Automation

Plans

Sherpa pricing

Price Type

Month

Free Version

Payment Frequency

Monthly Payment

Vendor pricing page

Standard$525 / month

Media

Screenshots & video

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