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.
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Yardi Senior Living
Score 7.9 out of 10
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Yardi, headquartered in Santa Barbara, offers a suite of property management applications, including Yardi Senior Living, with property management features but also assisted living features like eMAR, and EHR.
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.
Any senior living/retirement home would likely benefit by using Yardi Senior Living suite. The fact that it handles the needs of almost the entire business makes it a very convenient platform for operating retirement residences.
Yardi does have a tendency to release new features a bit early. I understand the drive to deliver what customers are asking for, but in some cases, further testing before release would be beneficial.
Yardi used to allow clients to have access to a remote desktop, which came in very handy to maintain the environment and develop new reports. They replaced this with web based tools that don't work as well.
Yardi does not handle any time sheet or payroll functions. It's the main shortcoming for our needs. As a result we have leveraged other software for this.
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.
I haven't used it PointClickCare directly, but I'm told by others in the industry that it's more suited to Long Term Care. Yardi Senior Living works better for retirement residences with assisted and independent living.
