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Pathly
Senior Living Community
Enterprise Solution

Pathly CRM

A powerful CRM platform built for placement agencies and senior living communities to streamline sales, marketing, and lead management.

Exclusive Bundle Offer

Get the CRM, and receive the highest level of the Care Navigation App for free.

Pathly CRM

Responsiveness

Connect with families when they need help most.

Seamless Scheduling

Coordinate tours effortlessly without the back-and-forth.

Better Outcomes

Focus on relationships and care, not administrative tasks.

Explore CRM Features

New Inquiry

Family needs assistance with placement...

Auto-Response Sent

"Hi, I received your request. I'm here to help. When is a good time to talk?"

1. INTAKE & RESPONSIVENESS

Be There When Families Need You

Families in crisis need reassurance. Ensure every inquiry gets a timely, personal response.

  • Centralized Inbox: Manage all communications in one place.
  • Missed-Call Text-Back: Ensure no family feels ignored, even when you're busy.
  • Instant Response: Acknowledge new inquiries immediately to build trust.
2. NEEDS ASSESSMENT

Understand Every Family's Unique Needs

Capture care levels, preferences, and urgency to provide the best possible guidance.

  • Custom Intake Forms: Gather the right details upfront.
  • Care Level Matching: Align recommendations with specific medical and social needs.
Care LevelAssisted Living
Budget$4,500 - $6,000/mo
TimelineUrgent (ASAP)
LocationDenver Metro
Confirmed

Tour: Sunrise of Denver

Tue, Oct 24 • 10:00 AM

Tour: Brookdale Park

Tue, Oct 24 • 1:00 PM

3. TOUR COORDINATION

Simplify Tour Scheduling

Coordinate tours directly with communities and families, reducing the back-and-forth.

  • Direct Booking: See availability and book instantly.
  • Automated Reminders: Reduce no-shows with text & email reminders.
4. ONGOING SUPPORT

Stay Connected Through the Journey

Keep families supported and informed as they make their decision.

  • Automated Check-Ins: Ensure families have what they need after tours.
  • Resource Sharing: Easily send guides and information.

"Hi Sarah, how did the tour at Sunrise go? Do you have any questions?"

Sent automatically • 2 hours after tour

"It was great! We really liked the staff. What are the next steps?"

Received • 10 mins ago

Ready to Simplify Senior Placement?

Join the platform that puts families first.