ECP CRM logo

ECP CRM

by Extended Care Professional, LLC · Since 2004
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Active1+ countriesCloud
Quick facts
VendorExtended Care Professional, LLC
Year launched2004
StatusActive
Location2096 Church Street, P.O. Box 81, East Troy, Wisconsin 53120, United States.
Countries served1+
Languages1
Integrations75+
Free tierN/A
Free trialN/A
Contact salesYES

About ECP CRM

ECP CRM is a customer relationship management software from Extended Care Professional, LLC designed for assisted living and senior living facilities. It provides features such as Capture Leads, Grow Occupancy, and Move In Happy Residents so communities can find the right residents and improve their census rates. Additionally, it allows integration with other ECP tools to simplify operations. The platform supports effective marketing and lead tracking, helping communities to increase their bottom line. ECP CRM is designed to be user-friendly and cater specifically to the needs of senior living facilities. Key capabilities: Capture Leads Grow Occupancy Move In Happy Residents Integration with ECP User-friendly interface Best for: senior living administrators that need to improve lead management and occupancy rates.

ECP CRM — part of the broader ECP senior‑living platform developed by Extended Care Professional, LLC — is a well-integrated, cloud-based CRM tailored specifically for assisted living, senior living, and long-term care communities. Rather than using generic CRM solutions, ECP CRM is embedded in a full-suite environment that connects admissions, resident care, medication management, and billing. This “one‑platform‑to‑rule‑them‑all” approach minimizes data silos: when a lead becomes a resident, information flows seamlessly into clinical, care-planning, and billing modules — saving time and reducing administrative errors. Its lead-management features, calendar and email integration, pipeline dashboard, and Move-Ins module are well suited to the admissions and occupancy challenges of senior living providers. On top of that, the module plays nicely with ECP’s clinical (EHR/eMAR) tools — enabling safe med passing, care plans, compliance tracking, and digital documentation. For operators, the biggest advantage is consolidation: ECP effectively replaces multiple standalone tools. On the downside, pricing is custom and not transparent; some advanced features (like full pharmacy integration) may require specific environments or setups, and language support appears limited to English.

Pros & Cons

Pros
  • Centralizes resident health records, care plans, and assessments, giving caregivers real-time access to critical information
  • Streamlines medication management with eMAR, reducing errors and enhancing compliance
  • Automates billing processes, tracks payments, and improves financial transparency for assisted living communities
  • Integrates CRM tools to manage leads, automate marketing, and coordinate resident admissions efficiently
  • Provides digital signatures and document uploads for move-ins, simplifying the admissions process
Cons
  • The executive menu mirrors the admin menu, which can cause confusion in navigation
  • Learning all features can be time-consuming for new staff or administrators
  • Implementation may encounter minor bugs or quirks that require workarounds
  • Help files and support resources may occasionally be outdated
  • Some users find small usability issues or interface inconsistencies in daily operations

Features

Key features

Centralized Lead Management

Capture every inquiry, referral, or tour request in one place and track follow-ups to convert leads efficiently

Calendar and Email Integration

Sync tours, meetings, and family communications directly within the CRM for seamless scheduling

Move-In Management

Track tasks, collect digital signatures, and manage the full admissions process to keep move-ins on schedule

Pipeline and Reporting Dashboard

Monitor lead activity, conversion metrics, and team performance across multiple communities in real time

Clinical Integration

Automatically transfer resident information from CRM to EHR/eMAR modules to eliminate duplicate data entry

Digital Signatures

Collect and store signatures securely within the system to simplify admissions and consent workflows

Integration Hub

Connect with external tools, BI systems, pharmacy systems, and other third-party software through APIs or CSV transfers

Additional features

Lead Capture and Management

Track inquiries, referrals, tours, and communications in one central system

Lead Qualification and Referral Tracking

Assess lead potential and manage referral sources to improve occupancy

Calendar and Email Integration

Schedule and send tours, meetings, and follow-ups directly from the CRM

Move-In Workflow Management

Manage admissions tasks, documents, and signatures efficiently

CRM Dashboard and Pipeline Analytics

Visualize lead progress, conversion rates, and team performance metrics

Clinical Integration

Sync resident information with EHR and eMAR modules to prevent errors

eMAR (Electronic Medication Administration Record)

Track medication administration and maintain accurate records

EHR and Care Plan

Manage resident assessments, automated care plans, daily tasks, and incident tracking

Billing and Invoicing

Handle rent, level-of-care changes, and additional service charges with online payment support

Alerts, Notifications, and Compliance Reporting

Receive automated reminders and generate regulatory reports

Customizable Forms and Reports

Design forms and reports to meet community-specific needs

Document Management

Store and access resident and staff documents securely

Staff and Employee Management

Assign roles, permissions, and manage staff workflows

Mobile Access

Use CRM, eMAR, and EHR modules via mobile devices for charting and administration on the go

Data Export/Import and API Support

Connect with external systems and BI tools for data transfer and analysis

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
14
Billing currencies

Available in

United States

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇨🇭CHF🇯🇵JPY🇨🇳CNY🇮🇳INR🇸🇬SGD🇭🇰HKD🇲🇽MXN🇧🇷BRL🇷🇺RUB

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