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

Most Frequent Users

Top 3 industries using Aline.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Health Care and Social Assistance

70.3%

45 installations of 64

#2 most frequent

Real Estate and Rental and Leasing

7.8%

5 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

Verified User

Director in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

As a Sales and Marketing Director, I must have a meaningful and informative database of my prospects. Aline keeps me on track and guarantees I won't miss making that critical phone call or next step with a potential customer. The tools available to plan and engage creatively with prospects are invaluable and align with my philosophy of relationship-building and guiding the prospect through what can often be an emotional and complicated process. I have used many CRM software programs. Aline is by far my favorite one.

Pros

Organizing and planning a creative follow-up.
Helping me identify the stage a prospect is currently in.
Keeping track of my goals.

Cons

Would like to enter the time of an appointment easier. I have a shortcut, but I have not been able to just enter the time quickly.
Sending bulk emails or invitations directly to prospects or influencers.

Return on Investment

Easily identifies leads that are already in the system, and that has allowed us to make sure we don't have duplicate leads.
Positive impact is the photo on each lead helps me feel familiar with the individual even prior to meeting them. It helps to personalize the experience, resulting in increased sales.

Usability

Alternatives Considered

Yardi Senior Living and Welcome

Other Software Used

Lead Sherpa

Verified User

Director in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

Great way to keep track of our prospects, organize daily tasks, keeps track of our community metrics.

Pros

Helps me keep track of my daily, monthly and annual progress
Keeps me organized and on task
Shows me our business progress

Cons

Should keep the AI Planning guide.
Offer more deep dive questions based on profile notes
Would like to see the 15 min increments for the time changed. Would like to be able to put in the time (ex: 11:32AM

Return on Investment

Creates a more suited lead base
Improved occupancy and revenue
Creates more qualified leads in the database
Helps to mold better sales quality

Usability

Alternatives Considered

Enquire

ALIS

Eldermark

Yardi Senior Living

RealPage Senior Living

Aline

What is Aline?

Categories & Use Cases

Media

Who Buys & Uses Aline

Most Frequent Users

Health Care and Social Assistance

Real Estate and Rental and Leasing

Professional, Scientific, and Technical Services

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

Canada

United Kingdom of Great Britain and Northern Ireland

Aline Reviews

Use Cases and Deployment Scope

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Usability

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

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

Aline Alternatives