#1 most frequent
United States of America
89.1%57 installations of 64
What is Aline?
Aline, a product formed from the merger of Sherpa CRM, Glennis, and Enquire, provides a senior living operating system created to meet the industry’s challenges. The company serves sales, operations, and clinical teams across the senior living, post-acute, and home care sectors.
Categories & Use Cases
Media
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Screenshot of Aline CRM
Who Buys & Uses Aline
#2 most frequent
Canada
6.3%4 installations of 64
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.7%3 installations of 64
Aline keeps me focused.
Use Cases and Deployment Scope
I use Aline daily in my work, which is instrumental in impacting my time management and quick access to information. It helps me stay focused on the task and is intuitive, leading me to the best next steps. My daily dashboard allows me a quick view of my day in a forward-thinking, task-oriented manner.
Pros
- Easy view dashboard.
- Good notes summary.
- Using colors to define activities and people.
Cons
- It needs to be able to "pop" back to the top of the page easily.
- I want to screenshot particular notes by eliminating some notes.
Return on Investment
- Eliminates paperwork.
- Optimizes my sales process.
- Improved analytics.
Usability
Effective
Use Cases and Deployment Scope
As a sales and marketing professional, I use Aline every day at a retirement community. Aline helps me to manage my portfolio of potential residents. At a glance I can see the number of prospects in our database, where they are at in the decision process and set goals of when to reach them to be intentional contacts. Having used a few different database management in the past, Aline aligns the closest to how I work. I can truly say because of Aline I am more successful in what I do.
Pros
- Database management
- Intentional planning
- Organization
Cons
- Amount of calls in the team progress section
- Team productivity report fixing so as to not have to scroll through
- In the calendar option the ability to move tasks more than a month at a time, if it could scroll down so I could move it to a few months ahead
Return on Investment
- Improved occupancy
- Easily able to hit metrics that are known for the highest performers
- Easily able to see when and how often I am making touches to prospects
Usability
Alternatives Considered
Outreach
Other Software Used
Microsoft 365, RealPage Senior Living
Best CRM for Senior Living Communities
Use Cases and Deployment Scope
As the Department Head for Sales and Marketing, accurate documentation is imperative. I enjoy using Aline and the CRM is user friendly. I utilize Aline daily and I do not experience any connectivity issues.
I have used other CRMs and I must admit, Aline has been the most seamless and fairly easy to navigate.
I have used other CRMs and I must admit, Aline has been the most seamless and fairly easy to navigate.
Pros
- update prospect notes
- add Deposits in our system
- delete or update clients data
- Scheduling reminder
Cons
- none at this time
Return on Investment
- Great reminders
- Easy to track next steps in the sales process
- Follow up seamless
- Navigate prospects data
Usability
Alternatives Considered
Sales Force Assistant
100% worth the money
Use Cases and Deployment Scope
Our Community Relations Team uses Aline for Prospect Center Selling. We have Independent Living, Assisted Living and Memory Care.
Pros
- The Discovery Process
- Spell Check and AI use
- Very Easy to Use
Cons
- When tasks need to be moved, I wish we could do it in one click
Return on Investment
- 100% worth the money
Usability
Alternatives Considered
9STAR EasyIdentity Cloud
Aline Review
Use Cases and Deployment Scope
Aline is our customer relationship management (CRM) system that we use at our assisted living and memory care community. It keeps track of our leads and provides several reports that are beneficial to me, our executive director, and our corporate office.
Pros
- user friendly
- provides reports
- great customer service
- app is great for on the go
Return on Investment
- When we started with Aline (formerly Sherpa) 4 years ago, our census was around 70% and in early 2024 we hit 100% occupancy for the first time since our community opened 15 years ago. Aline (formerly Sherpa) definitely contributed to our success!
