Please note that this website is not optimized for the browser you are currently using, Internet Explorer 11, and as a result some elements my not appear as designed. To ensure the best possible experience, please use the latest version of Microsoft Edge, Chrome, or Firefox to view our website.

Customer Relationship Management (CRM)

Intuitive tools for lead and referral management

Female skilled nursing facility CEO reviewing CRM data in PointClickCare's software

Customer Relationship Management simplifies and accelerates referral and admission processes, helping to quickly and easily track, assess suitability and coordinate move-in.

Female skilled nursing provider standing and holding a laptop while looking at data in PointClickCare's CRM

Make Smarter, Faster Decisions


  • CRM integrations with referral partners and Carequality provide the most complete, timely data regarding every lead so you can quickly decide on suitability/risk and ensure seamless admissions, care planning, and high occupancy.
Two Wellness Directors reviewing resident details on PointClickCare's Integrated health system

Meet Occupancy Goals


  • Gain market intelligence and focus on higher value referral sources and direct your resident recruitment activity.
  • Embedded reporting provides sales and marketing insights to identify high value referral sources and determine where to focus marketing efforts.
  • Referral management tools track all activities and programs in motion while keeping occupancy rates up and aligned to the desired population composition.
Female healthcare provider sitting with one hand one handing holding a tablet device using PointClickCare's CRM and the other hand touching her face and forehead

Increase Profitability


  • Protect your bottom line from the risk of non-payment and taking on residents whose needs may exceed your capabilities.
  • Integration with Eligibility Verification checks a potential resident’s coverage prior to admission, ensuring potential residents can pay for services.
  • Included resident needs and preference matching capabilities also ensure residents are placed in the right setting to deliver the care and services appropriate to their needs.

CRM solves challenges in these industry sectors:

Interested in learning more about CRM?

Request a Demo.