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HubSpot for Senior Living

by SmartBug Media
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OVERVIEW

A HIPAA-compliant, all-in-one CRM built on the HubSpot platform and configured by SmartBug Media specifically for senior living communities to manage marketing, sales, and occupancy.

HubSpot for Senior Living, or Senior Living CRM Powered by HubSpot, is a purpose-built configuration of the HubSpot CRM platform developed by SmartBug Media, a leading HubSpot Elite Partner. It is designed to provide small and medium-sized senior living communities with a unified, intuitive, and HIPAA-compliant solution to manage the entire customer and resident lifecycle.

Key Benefits and Capabilities

The solution centralizes disparate systems into a single platform, eliminating the need to cobble together multiple point solutions for marketing, sales, and operations.

  • Operations & Occupancy Management: Streamlines the management of move-ins, move-outs, and depositors with robust resident and facility data. It includes tools for managing maintenance requests, work orders, and physical assets within the community.
  • Senior Living Marketing: Allows teams to run, measure, and execute campaigns with consolidated reporting and analytics. Features include email marketing, SEO, content management (CMS), event management, and AI-powered lead scoring and automation.
  • Senior Living Sales: Maximizes sales representative productivity with lead management, task prioritization, and automated workflows to accelerate qualified leads through the pipeline and increase occupancy rates.
  • Resident Experience & Support: Utilizes HubSpot's Service Hub for ticketing, knowledge base, and survey tools, enabling better communication with residents and their families and efficient resolution of service requests.
  • HR & Recruitment: Accelerates the recruitment process by providing the necessary tools to manage hiring within the platform.
  • Integrations: The platform leverages HubSpot's extensive ecosystem of over 1,500 integrations, allowing seamless connection with other senior living management software.

By leveraging HubSpot's enterprise architecture with senior living-specific enhancements and a HIPAA-compliant data infrastructure, the CRM helps organizations improve efficiency, reduce costs, and enhance the overall resident experience.

RATING & STATS

User Rating
5.0/5.0
802 reviews
Founded
2024

KEY FEATURES

  • Operations & Occupancy Management
  • HIPAA-Compliant Data Storage
  • Senior Living Sales Pipeline
  • Centralized Marketing Campaigns & Analytics
  • Resident & Family Engagement Tools
  • Ticketing & Maintenance Request System
  • HR & Recruitment Functionality
  • AI-Powered Lead Scoring & Automation

PRICING

Model: subscription
Starting at: USD 4500.00
Pricing is a combination of a one-time implementation fee and a recurring HubSpot software subscription. Implementation starts at $4,500, with the software cost varying based on the number of users and required HubSpot Hubs (Marketing, Sales, Service, etc.).
FREE TRIALFREE TIER

TECHNICAL DETAILS

Deployment: saas, cloud
Platforms: web, ios, android
📱 Mobile Apps🔌 API Available

USE CASES

Streamlining resident move-in and move-out processesImproving lead generation and nurturing long sales cyclesCentralizing marketing, sales, and service dataManaging community events and resident engagementAccelerating staff recruitment and onboarding

INTEGRATIONS

1,500+ integrations (via HubSpot App Marketplace)WelcomeHomeAline

COMPLIANCE & SECURITY

Compliance:
HIPAA
Security Features:
  • 🔒HIPAA-Compliant Data Infrastructure
  • 🔒Role-Based Access Control (RBAC)
  • 🔒Data Encryption
  • 🔒Single Sign-On (SSO)
  • 🔒Two-Factor Authentication (2FA)

SUPPORT & IMPLEMENTATION

Support: email, phone, live chat, 24/7 support
Target Company Size: small, medium
TRAINING AVAILABLE

PROS & CONS

✓ Pros:
  • +Explicitly HIPAA-compliant solution for senior living.
  • +All-in-one platform minimizes the need for multiple, disparate tools.
  • +Leverages HubSpot's robust CRM with 1,500+ integrations.
  • +Includes purpose-built features for occupancy and resident management.
  • +High customer satisfaction rating for the implementing agency (SmartBug Media).
✗ Cons:
  • -Requires a mandatory implementation fee in addition to the software subscription.
  • -Total software cost is variable and not publicly disclosed.
  • -May have a steeper learning curve than simple point solutions due to its all-in-one nature.
  • -Reliance on a third-party agency (SmartBug Media) for implementation and customization.

ABOUT SMARTBUG MEDIA