Sherpa CRM

Sherpa CRM

Elevating Senior Living Sales

14 ratings
4 reviews
Free

Details

  • Released
  • Updated
  • October 31, 2020
  • April 8, 2026
Sherpa CRM screenshot #1 for iPhone
Sherpa CRM screenshot #2 for iPhone
Sherpa CRM screenshot #3 for iPhone
Sherpa CRM screenshot #4 for iPhone
Sherpa CRM screenshot #5 for iPhone
Sherpa CRM screenshot #6 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

This mobile CRM tool empowers senior living sales professionals to manage prospects, track progress, and enhance sales interactions on the go. It offers tools and strategies based on a proven sales methodology to boost effectiveness and drive results.

Prospect management
Sales activity tracking
Team progress monitoring
Add new contacts on the go
Create sales journals
Access sales data offline
Show original description

What's New in Sherpa CRM

1.18

April 8, 2026

Bug Fixes: • Images not loading Fixed bug where images for prospects were not loading correctly

More

User reviews

Overall good

The only thing it’s missing from the desktop version is being able to see the selling zone journal entries for the whole day in one spot

Well done!

Intuitive and well thought out - bravo!

Everything I need in the palm of my hand

Powerful, easy to use. It makes my job so much easier. I particularly love the ability to do voice dictation! 😀

Nice Workflows and Designs

For an MVP release, the functionality is great and friendly for first time app users! Go Team Sherpa!

FAQ

What is Sherpa CRM used for?

Sherpa CRM is designed to elevate sales in the senior living industry. It provides tools, training, and strategies to help sales professionals manage prospects, track progress, and improve sales effectiveness.

Is Sherpa CRM free to use?

Yes, Sherpa CRM is available for free. The app itself does not require any payment to download or use its core functionalities.

What devices does Sherpa CRM support?

Sherpa CRM is available on iPhone, iPad, and iPod devices. It is designed for mobile use across Apple's iOS ecosystem.

How often is Sherpa CRM updated?

The latest version of Sherpa CRM is 1.17, and it was last updated on November 27, 2024. This indicates a commitment to regular updates and improvements.

What is the age rating for Sherpa CRM?

Sherpa CRM has an age rating of 4+. This means it is suitable for users of all ages and does not contain content inappropriate for children.

Does Sherpa CRM have ads?

No, Sherpa CRM does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

What sales methodology does Sherpa CRM follow?

Sherpa CRM is supported by a proven methodology called Prospect-Centered Selling®. This approach focuses on building connections and empathy to improve sales interactions and conversions.

Can I add new prospects and outreach contacts with Sherpa CRM?

Yes, you can add new prospects and outreach contacts directly through the mobile app. This allows for real-time data entry while on the go.