CRM for Senior Living Communities
Personalized Experiences. Streamlined Operations. Higher Occupancy
HubSpot’s CRM for senior living helps communities build trust, streamline move-in processes, and deliver personalized family engagement. With Octo360, a Gold HubSpot Partner, you’ll implement tailored automation, marketing, and sales strategies that help you grow occupancy, reduce costs, and enhance the resident experience from first touch to long-term care.
Personal walk through and demo
Octo 360 is a HubSpot-accredited GOLD partner with proven experience in delivering large-scale, complex implementations and optimizations of the HubSpot platform.
What Our Clients Say, Real Stories, Real Results
Challenges for Senior Living Communities
Awareness Challenges
With over 6,000 online searches per hour, families are increasingly turning to digital platforms to explore care options. Senior living communities must compete with large national referral sites for visibility, while also needing to clearly differentiate their services and values.
Alignment Challenges
Sales and operations teams often work in silos, leading to inefficiencies. From room availability to dietary needs and maintenance, staff members need real-time access to the same information to ensure smooth transitions and seamless care.
Automation Challenges
Without automation, the move-in process becomes time-consuming and costly. Teams waste hours on manual tasks that could be streamlined with workflows, chatbots, and operational triggers — increasing both staff fatigue and resident onboarding time.
Reporting Challenges
Many communities rely on outdated reporting tools or spreadsheets, leading to lagging insights. Marketing spends go unoptimized, leadership lacks visibility into occupancy trends, and opportunities are missed due to delayed data.
Ready to Increase Occupancy and Reduce Friction?
Octo360 implements HubSpot to align your teams, personalize family outreach, and streamline the resident experience. The result? Faster move-ins, better visibility, and smarter growth.
Why HubSpot for Senior Living — and Why Octo360
Built for Complex, Relationship-Driven Journeys
The senior living buyer’s journey now includes over 25 digital touchpoints. With HubSpot, your teams can nurture families across every stage, from discovery to move-in and long-term support. Octo360 ensures HubSpot is customized to your care model, aligning marketing, sales, and operations for smooth collaboration.
Octo360: Your Gold HubSpot Partner for Senior Living
We’ve helped dozens of senior living communities digitally transform. With deep industry knowledge and HubSpot expertise, Octo360 designs onboarding plans, automates critical workflows, and integrates your website, CRM, and service tools into a single, easy-to-use system.
Marketing Hub
Guide families through their decision-making process with personalized content, email automation, social media scheduling, and campaign analytics. Use ads and behavior-triggered workflows to connect with family members based on care needs, housing preferences, and stage in the journey.
Sales Hub
Centralize all family contacts and track deal stages with full visibility. Use automated sequences to ensure follow-ups, attach documents like brochures and assessments, and track revenue across properties. Contact associations let you map decision-making family members to the right units.
Service Hub
Simplify resident onboarding, care coordination, and family communications. Use tickets for maintenance and care requests, automate surveys to track satisfaction, and provide a centralized portal for staff and families to collaborate on needs.
CMS Hub
Build a mobile-first website that speaks to modern families. Use SEO tools, conversion-optimized templates, and live chat to attract, inform, and convert leads. Manage resource centers, location-specific content, and forms to streamline inbound inquiries.
Operations Hub
Ensure your data is accurate and connected. Sync systems, automate backend processes, and create custom reports that show real-time occupancy, marketing ROI, and resident pipeline health. With Octo360’s help, every team has access to the data they need.
Let’s Build a Digital-First Senior Living Experience
From care coordination to family communication, your CRM should simplify and support your growth. Partner with Octo360 and HubSpot to implement a solution that drives measurable outcomes.
Frequently Asked Questions About CRM for Senior Living
Is HubSpot easy for our care and sales teams to use?
Yes. HubSpot’s intuitive interface and Octo360’s onboarding ensure fast adoption across teams. Whether you’re logging family interactions or tracking room availability, the tools are built for ease and flexibility.
Can HubSpot integrate with our existing care or scheduling tools?
Absolutely. Through Operations Hub and third-party integrations, we connect HubSpot with your existing systems to maintain a seamless flow of information.
How does HubSpot improve occupancy?
By aligning marketing, sales, and service, HubSpot helps you respond faster, nurture families better, and move prospects through the pipeline with less friction. You’ll close more leads and reduce missed opportunities.
What role does Octo360 play in implementation?
Octo360 handles strategy, implementation, and optimization. As a Gold Partner, we customize HubSpot for your operations, train your team, and ensure full alignment across departments.
How long does it take to get started?
Most communities are up and running within 4–8 weeks. Our process includes CRM setup, data import, automation workflows, website integration, and staff training.