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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Advisor Compass serves as a comprehensive platform for customer relationship management and provider research tailored specifically for senior living placement advisors and referral agencies. It integrates various aspects of the workflow, including client intake, care requirements, referrals, community suggestions, tours, communications, task management, and placement results, enabling teams to monitor families from their first inquiry all the way through to move-in and subsequent follow-ups. Users can navigate a directory of senior living providers, applying filters such as care types, geographic location, Medicaid involvement, specialties, and additional criteria, while also accessing crucial information about provider licenses, enforcement actions, historical data, and AI-generated research summaries. Furthermore, the platform enhances functionality with client and provider portals, electronic signature capabilities, email and text messaging features, customizable reporting options, and automated workflows, all of which facilitate better coordination in placement efforts and provider research. By streamlining these processes, Advisor Compass ultimately empowers teams to deliver more efficient and effective support to families seeking senior living solutions.

Description

Rest assured that you will receive every form and signature consistently. Take a moment to relax; everything you need is in place. It's more than just paperwork impacting your profitability; our solutions have proven to save clients an average of $360,000 annually. By allowing your team to reclaim their time, they can focus on what truly matters—caring for residents and expanding your organization. Simplifying the process for both residents and their families means they're more likely to agree, rather than leaving with overwhelming documents in hand. We offer automated electronic admission software specifically designed for senior care organizations, in addition to streamlined electronic referral software for skilled nursing facilities, and a database copy tool tailored for senior care. Our commitment stems from witnessing the negative effects on care and human connections when tedious tasks detract from meaningful interactions and business growth in your community. Interestingly, when our clients adopt a human-centered sales strategy and utilize automation tools like Admit+, they significantly enhance their efficiency and service quality. This transformation allows organizations to thrive while prioritizing the human aspects of care they are passionate about.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Yes 
QuickBooks Cash Yes 

Integrations

Gmail No 
Google No 
QuickBooks Cash No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

LincWare

Country

United States

Website

www.lincware.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Assisted Living

Admissions Management No 
Billing & Invoicing No 
Building Maintenance No 
Care Planning No 
Event / Activities Planning No 
Incident Management No 
Marketing / Lead Management No 
Meal / Nutrition Management No 
Medical Records No 
Medication Tracking No 
New Resident Assessment No 
Resident Info Management No 
Scheduling No 
Staff Management No 
Work Order Management No 

Long Term Care

Claims Management No 
Clinical Care No 
EHR No 
Electronic Health Record No 
For Home Care Providers No 
For Nursing Homes No 
Geriatric Care No 
MDS Review No 
Patient Records No 
Staff Scheduling No 

Alternatives

Alternatives

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