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ECP CRM Logo

Senior living CRM built for assisted living admissions.

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ECP CRM - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: June 2026

ECP CRM overview

What is ECP CRM?

ECP CRM is a senior living-specific CRM built for assisted living communities. It manages the full sales and admissions process in one place, from first inquiry through move-in, with pipeline stages, workflows, and reporting designed around how assisted living actually operates.

Unlike generic CRMs that require extensive configuration to fit senior living, ECP CRM is built around assisted living sales cycles from the ground up. The system reflects the actual process: inquiry, tour, follow-up, decision, commitment, and move-in.

Who Uses ECP CRM

This tool is used by anyone involved in occupancy and admissions — executive directors managing census, admissions coordinators tracking leads, and owners monitoring pipeline health across one or more communities. ECP CRM is designed to be practical for a single-site operator running lean and scalable for a multi-community or enterprise organization that needs visibility across locations. Because it is easy to learn and navigate, communities do not need a dedicated CRM administrator to get value from it.

The Move-In Advantage

The most important thing that separates ECP CRM from generic alternatives is what happens at move-in. When a lead converts to a resident, their data transfers directly into the clinical platform with no re-entry. The same record that started as a lead becomes the resident's clinical profile. Care staff have the information they need from day one. Nothing gets lost in the handoff between sales and care teams.

This connection only exists because ECP CRM is part of ECP's all-in-one platform. It is not an integration or a workaround. It is how the system is designed. For communities that have experienced chaotic move-ins, missing paperwork, or clinical staff starting from scratch on a new resident, this is the fix.

Key Capabilities

- Lead capture and pipeline tracking with specific stages

- Tour scheduling, task management, and automated follow-up reminders

- Referral source tracking and reporting to understand what drives census

- Occupancy tracking and census reporting

- Office 365 integration for email and calendar sync

- Electronic signatures for admissions documents

- Marketing campaign management

- Reporting on lead volume, conversion rates, and pipeline health

- Direct connection to the clinical platform at move-in

Why Not a Generic CRM

A generic CRM is built for B2B sales cycles. Adapting them for senior living requires custom configuration, workarounds for family communication workflows, and manual processes to bridge the gap between sales and clinical at move-in. ECP CRM eliminates that gap entirely because it was built as part of a platform designed specifically for assisted living.

Part of ECP's All-In-One Platform

ECP CRM is one module within ECP's all-in-one platform, which also includes eMAR, EHR, Move-Ins, Billing, and Insights. All modules share a single resident record. Data flows from sales into clinical and from clinical into billing without duplicate entry. Operators who use the full platform eliminate the fragmented handoffs and manual reconciliation that come with running separate systems for sales, care, and finance.

Key Facts

Communities served: 8,500+

States: All 50

Support: 100% US-based

Deployment: Cloud-based, browser and mobile, no local installation required

Starting price


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ECP CRM’s user interface

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ECP CRM reviews

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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.00/10
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ECP CRM's key features

Most critical features, based on insights from ECP CRM users:

Activity dashboard
Activity tracking
Alerts/Notifications
Appointment management
Audience targeting
Automated scheduling
Calendar management
Campaign management
Communication management
Contact database

All ECP CRM features

Activity dashboard
Activity tracking
Alerts/Notifications
Appointment management
Audience targeting
Automated scheduling
Calendar management
Campaign management
Communication management
Contact database
Contact management
CRM
Customizable reports
Document management
Document storage
Email management
Email marketing
Forecasting
For healthcare
Forms management
HIPAA compliant
Interaction tracking
Lead capture
Lead distribution
Lead generation
Lead management
Lead qualification
Mobile access
Multi-Location
Patient management
Pipeline management
Prospecting tools
Referral tracking
Reminders
Reporting/Analytics
Reporting & statistics
Sales forecasting
Sales reports
Scheduling
Task management
Task progress tracking
Task scheduling
Third-Party integrations
Workflow management

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ECP CRM pricing

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Free trial
Free plan
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ECP CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
24/7 (Live rep)

Training options

Live Online
Webinars
Documentation

ECP CRM FAQs

Q. Who are the typical users of ECP CRM?

ECP CRM has the following typical customers:
Freelancers, Small Business, Mid-size Business, Large Enterprises

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Q. What level of support does ECP CRM offer?

ECP CRM offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep)

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