Solution:  Sage CRM  |  MODULE:  CRM  |  INDUSTRY: Senior Living

BAASS has developed a customization that is beneficial for organizations within senior living facilities.  The customization's made to your out-of-the-box CRM System will allow you to track residents.

Reduce Data Entry Errors  Increase Efficiency CentralizedData



We are now able to track all our residence across our facilities. Having the ability to pull up any expenses related to a resident is integral when their family have any questions about the invoicing. Before this tool we had our two systems ERP and CRM separate, now they are connected. This has reduced time spent by our staff and improved our customer service.

Software Requirements
  • Supported version of Sage CRM


  • Easily track eligibility application process from the waiting list stage until there is an available space to accept new tenants
  • Ability to monitor profile updates and care plan packages for seniors and individuals in assisted living


  • Centralized database to input accounting information
  • Fully automated tracking system to ensure accountability
  • Staff has on-demand access to all daily services

Request More Information

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More Information Pricing & Implementation Request  

Zainab 2

Zainab S.

With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.