Aline

Score8.7 out of 10

24 Reviews and Ratings

What is Aline?

Aline, a product formed from the merger of Sherpa CRM, Glennis, and Enquire, provides a senior living operating system created to meet the industry’s challenges. The company serves sales, operations, and clinical teams across the senior living, post-acute, and home care sectors.

Categories & Use Cases

Media

1 / 5

Screenshot of Aline CRM

#1 most frequent

Health Care and Social Assistance

70.3%

45 installations of 64

#2 most frequent

Real Estate and Rental and Leasing

9.4%

6 installations of 64

#3 most frequent

Professional, Scientific, and Technical Services

4.7%

3 installations of 64

Katherine McPhaden

Sales Counselor in Sales at National Church Residences (5001-10,000 employees employees)

Use Cases and Deployment Scope

I use Aline daily in my work, which is instrumental in impacting my time management and quick access to information. It helps me stay focused on the task and is intuitive, leading me to the best next steps. My daily dashboard allows me a quick view of my day in a forward-thinking, task-oriented manner.

Pros

Easy view dashboard.
Good notes summary.
Using colors to define activities and people.

Cons

It needs to be able to "pop" back to the top of the page easily.
I want to screenshot particular notes by eliminating some notes.

Return on Investment

Eliminates paperwork.
Optimizes my sales process.
Improved analytics.

Usability

Melissa Poulsen View profile

Retirement Counselor in Sales at Touchmark (1001-5000 employees employees)

Use Cases and Deployment Scope

As a sales and marketing professional, I use Aline every day at a retirement community. Aline helps me to manage my portfolio of potential residents. At a glance I can see the number of prospects in our database, where they are at in the decision process and set goals of when to reach them to be intentional contacts. Having used a few different database management in the past, Aline aligns the closest to how I work. I can truly say because of Aline I am more successful in what I do.

Pros

Database management
Intentional planning
Organization

Cons

Amount of calls in the team progress section
Team productivity report fixing so as to not have to scroll through
In the calendar option the ability to move tasks more than a month at a time, if it could scroll down so I could move it to a few months ahead

Return on Investment

Improved occupancy
Easily able to hit metrics that are known for the highest performers
Easily able to see when and how often I am making touches to prospects

Usability

Alternatives Considered

Outreach

Other Software Used

Microsoft 365, RealPage Senior Living

Ruth Smith

Sales Counselor in Sales at John Wesley Villas (51-200 employees employees)

Use Cases and Deployment Scope

As the Department Head for Sales and Marketing, accurate documentation is imperative. I enjoy using Aline and the CRM is user friendly. I utilize Aline daily and I do not experience any connectivity issues.

I have used other CRMs and I must admit, Aline has been the most seamless and fairly easy to navigate.

Pros

update prospect notes
add Deposits in our system
delete or update clients data
Scheduling reminder

Cons

none at this time

Return on Investment

Great reminders
Easy to track next steps in the sales process
Follow up seamless
Navigate prospects data

Usability

Alternatives Considered

Sales Force Assistant

Audra Frye View profile

Corporate Director of Sales & Marketing in Sales at Presbyterian Villages of Michigan (501-1000 employees employees)

Use Cases and Deployment Scope

We wanted a product that would help the sales team move the prospective resident through the sales funnel and was built for senior living. That was when we found Sherpa, now Aline. We couldn't be happier. The user-friendly software provides the team with the resources to move a prospect through the sales funnel. It also provides significant data and allows me to drill down quickly to find our focus areas. With all these features, we have shortened our time from lead to move-in, increased occupancy, and saved money.

The teams and I couldn't do our jobs effectively without this software system. Aline has been a tremendous asset to [...]. I look forward to all the future enhancements and seeing how they will improve our efficiency even more.

Pros

Prospect Centered Selling
Manage ROI on marketing campaigns
Aggregate the data to be able to drill down on focus areas
Help create a whole picture of a prospective resident
Integrations with other systems

Cons

Being able to integrate better with Realpage
Integration with Docusign
Easier integration with
Be able to drill down on individual team member metrics better

Return on Investment

When we implemented Aline the team occupancy was 76% by year end we were at 86.4%, this took 10 months.
The platform saves me countless hours each month for datamining for board reports. The system has paid for itself several times over
We can now compare year of year marketing campaigns to find out which campaigns to keep or no longer suit our market.

Usability

Alternatives Considered

RealPage Senior Living

Ginger Apprich

Director of Community Relations in Marketing at Ovation (5001-10,000 employees employees)

Use Cases and Deployment Scope

Our Community Relations Team uses Aline for Prospect Center Selling. We have Independent Living, Assisted Living and Memory Care.

Pros

The Discovery Process
Spell Check and AI use
Very Easy to Use

Cons

When tasks need to be moved, I wish we could do it in one click

Return on Investment

100% worth the money

Usability

Alternatives Considered

9STAR EasyIdentity Cloud

ALIS

Eldermark

Yardi Senior Living

RealPage Senior Living

Aline

What is Aline?

Categories & Use Cases

Media

Most Frequent Users

Health Care and Social Assistance

Real Estate and Rental and Leasing

Professional, Scientific, and Technical Services

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

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