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Seniorly Partners Education
Welcome to Seniorly!
Meet Your Seniorly Support Team
Educational Resources Library
CRM
Stop New Referrals Temporarily
Monthly Audit
Invoicing Process
CommunityConnect
Reviews from Families
Performance Expectations
Agent Referral Network Program
Templates for Family Engagement
Seniorly Family Email & Text Programs
Agent All-Hands Meetings
Partner Agent Newsletter
Add Seniorly to Safe Senders
More
Share
Explore
CRM
Log In- CRM + SeniorlyHQ Mobile App
New Lead Alerts
Index View
Claiming or Rejecting New Leads
Family Stages + Pausing
Adding Notes
Closed Reason Codes
Family Chose My Referral (FCMR) Stage
Won Stage
Messages
The Seniorly CRM (Customer Relationship Management) is the database we use to organize all the families that sign up on Seniorly. We will be using the CRM to send you new leads and you will use the CRM to update families.
Log into the CRM here:
https://www.seniorly.com/
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