Capturing Leads Is Only the Beginning
Growth Platform gives your team the complete system to manage every lead, automate follow-up, schedule tours, and track every prospect from first inquiry to move-in.
No long-term contract required
Leads are being lost in follow-up
You capture the lead. You get the inquiry. But then what? Without a structured system, leads sit in a spreadsheet, follow-ups get forgotten, and tours never get scheduled.
Most senior living communities don't lose occupancy because of bad leads — they lose it because of what happens after the lead comes in.
Leads captured but never followed up on
Follow-up is inconsistent — depends on who's working
No visibility into where leads are in the process
Tours scheduled but no reminders sent
No system to track what's working
Everything your team needs to convert leads into move-ins
Growth Platform is built specifically for senior living sales workflows — not adapted from generic CRM software.
CRM Pipeline
See every lead in one place. Track their status, care needs, timeline, and every interaction — from first contact to move-in.
Automated Follow-Up
Personalized text and email sequences go out automatically based on where each lead is in your pipeline. No manual work required.
Tour Scheduling
Families book tours directly into your calendar. Automated reminders reduce no-shows and keep your team prepared.
Lifecycle Tracking
Track every touchpoint from inquiry to move-in. Understand your conversion rates and identify where leads are dropping off.
Occupancy Dashboard
Real-time visibility into your census, pipeline health, and sales activity — so you always know where you stand.
Email & Text Campaigns
Stay top of mind with families who aren't ready yet. Nurture leads over weeks or months with automated, relevant messaging.
More tours. More move-ins.
When every lead is followed up on, every tour is scheduled, and every family gets the right message at the right time — your occupancy grows.
Growth Platform doesn't just organize your leads — it works them for you, so your team can focus on what matters: building relationships and closing tours.
See It In ActionInquiry comes in
From website, phone, referral, or walk-in
Lead is qualified
Care needs, timeline, and budget captured
Follow-up starts
Personalized texts and emails go out
Tour is scheduled
Family books directly into calendar
Move-in happens
Occupancy increases
Stop managing 6 tools. Start managing your pipeline.
PathlyCRM was built from the ground up for senior living sales teams — not adapted from a generic marketing tool. Every feature exists because senior living operators asked for it.
CRM & Pipeline
All your leads, families, and follow-up history in one place — no more switching tabs.
Tour Scheduling
Families book directly into your calendar. Reminders go out automatically.
2-Way SMS & Email
Text and email follow-up sequences built for senior living conversations — not generic marketing.
Workflow Automations
Automated touchpoints that move leads through your pipeline without manual effort.
Occupancy & Reporting
Live occupancy tracking and pipeline visibility built specifically for senior living KPIs.
Document Signing
Send and collect signed documents without leaving the platform or chasing families.
Built for senior living. Not bolted together.
Generic CRMs and marketing tools weren't designed for the way senior living sales works. PathlyCRM was — which means your team spends less time managing software and more time building relationships with families.
Choose your level
Start with the platform, or get the complete system with chat and voice capture included.
Platform Only
CRM, automated follow-up, tour scheduling, and lifecycle tracking — without the capture tools.
- CRM pipeline
- Automated follow-up (text + email)
- Tour scheduling
- Occupancy dashboard
- Lifecycle tracking
Full System
Everything in Platform, plus Growth Lead Capture (chat) and Growth Voice Capture — the complete system.
- Everything in Platform
- Growth Lead Capture (website chat)
- Growth Voice Capture (phone)
- All leads in one unified system
- Complete capture-to-move-in funnel
Ready to build a system that fills rooms?
See the Growth Platform in action during a free 30-minute demo.
No credit card required · No commitment · Built for senior living