Sherpa CRM Marketing Automation Integration

More move-ins, better occupancy attribution.

When you connect ActiveDEMAND with Sherpa through our native connection, new marketing superpowers are unlocked for you. ActiveDEMAND will help you figure out what marketing is helping drive new move-ins, reach out to more people, reach out more consistently, and craft a more personal connection with your customers through timely engagement. ActiveDEMAND is the best choice for senior care marketers using Sherpa CRM because of the extensive integration, and if you market for multiple locations, you’re going to love how easy ActiveDEMAND makes it to market for multiple senior care facilities.

Alex Fisher, Co-Founder and Chief Creative Officer, Sherpa

Drive brand awareness and generate leads.

With ActiveDEMAND’s Sherpa CRM Marketing Automation, you’ll execute effective marketing campaigns that not only build brand awareness but generate leads that turn into Sherpa CRM move-ins. ActiveDEMAND enables access to email campaigns, landing pages, drip campaigns, autoresponders, web forms, surveys, templates, call tracking, and much more.

Appointment Scheduler

Manage your sales appointments.

ActiveDEMAND is a full-featured appointment scheduling system. ActiveDEMAND’s built-in appointment scheduler offers key features not found in other solutions such as the ability to capture session data and remove anonymity from visitors, white-labeling to drive your branding, custom appointment landing pages, customized reminder workflows, full tracking of email opens/link clicks and more.

Bi-directional integration.

The ActiveDEMAND integrated marketing platform, when used with Sherpa CRM, eliminates the pains of trying to sync your marketing leads with sales. Leads are automatically ported into Sherpa CRM and, alternatively, can be distributed via email to your senior living professionals that can then “claim” the lead with one click of a button.

And if you need a little help getting the integration between ActiveDEMAND and Sherpa set-up we have informative support articles and a friendly in-house support team to lend a hand.

Sherpa Dialer

Make VOIP calls from within Sherpa CRM.

Sales is a contact sport. If you are emailing, you are not talking. Unlike other marketing automation packages, ActiveDEMAND also includes call tracking capabilities. Click to call your prospects from within Sherpa CRM.

Case Study



5-star   Reviews by G2 Crowd

"ActiveDEMAND templates are awesome. I like that I can configure different base brands and then apply the brand to my email campaigns, landing pages, autoresponders, etc. The branding helps keep things consistent and looking great. The call tracking feature is also very good. I am able to get more insight into what marketing campaigns are generating phone calls versus those that are not. The reporting is very robust so I can see how my efforts are impacting the bottom line."

Jennifer Owen, VP of Sales & Marketing, WRA