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.
Aline is best suited as an information aggregator, and it helps maintain all the records correctly. The different tabs are useful to look at when we are trying to search for a particular prospect/ lead. The platform is not very intuitive regarding the next steps, and it would help if there was a different color for the fonts and more radio buttons to follow up on the next steps.
Aline is very easy to learn and use. The product training helps to ensure new users are guided appropriately and taught more about the items that may not be as commonly known. Once lists are curated, reports are easy to run and items can be manipulated based on the specific information you are looking for.
Support has been very responsive and helpful. I have also utilized the tools and suggestions, including training videos. Especially helpful when learning how this particular CRM worked and the best way to use the database to increase sales and stay ahead of the leads.
Using different versions of Yardi showed me that it was only as effective if a decent amount of add-ons were purchased by the company. Welcome Home was good but not as philosophy-driven because of the Sherpa influence on Aline.
