Stop stitching together a CRM, a signing tool, a contract system, and a billing app. PLACED is the only platform built specifically for senior placement — from first contact to final invoice.
A true senior placement CRM — all the relationship management, communication, and tracking tools your placement agency needs, fully integrated into one platform.
These tools go beyond what any CRM can offer. Purpose-built for the placement profession — you won't find them anywhere else.
PLACED follows your actual workflow — so every tool you need is exactly where you need it, at every step.
Identify the right facilities fast with a pre-loaded, searchable database built specifically for placement professionals.
Reach everyone — clients, facilities, and referral sources — through every channel without leaving the platform.
Move from verbal agreement to signed documents in minutes — entirely inside PLACED, no third-party signing tools required.
Automate your entire billing cycle so you spend more time placing clients and less time chasing payments.
From the moment a referral comes in to the day your client is placed — and every follow-up after — PLACED keeps your entire workflow organized, documented, and moving forward.
All of your placement business financials in one place. Facility contract values are automatically integrated into invoices — simple, accurate, and mistake-free billing every time.
Our proprietary ElderReach communication platform lets you instantly connect with communities, clients, and referral sources. Combined with the PLACED Communications Hub, your entire phone, SMS, and email stack lives in one place.
Most placement software treats phone calls as an afterthought. PLACED treats them as the lifeblood of your business. The Communications Hub is the only phone system purpose-built for senior placement specialists.
When a call comes in to your PLACED marketing number, a real-time alert appears directly in your browser — no phone needed. You see who is calling, which facility or contact they are associated with, and a live countdown before the call rolls to voicemail.
PLACED matches every inbound and outbound call to your contact database in real time. Each call card shows who called, from which facility, the call outcome, and whether a voicemail was left — giving you a complete, searchable activity log across 180 days.
SMS is the most-read channel in placement outreach — and PLACED brings it natively into your workflow. Send texts to referring contacts, placement contacts, and clients directly from PLACED, with full conversation history attached to every record.
When you need to reach your whole network — new availability, an urgent client search, an agency announcement — PLACED sends personalized email, text, and fax blasts to hundreds of facilities and referral partners in a single click. Scale your outreach without scaling your effort.
PLACED features a deeply native, bidirectional email and calendar integration — not a bolted-on sync, but a true unified ecosystem built directly into the platform.
PLACED gives your team a true Master Schedule — a single, unified calendar that seamlessly blends your internal CRM events with your existing Google or Microsoft calendar life. Real-time deduplication and privacy masking keep everything clean and conflict-free.
Your email lives inside PLACED, not alongside it. Communicate directly with facilities, referral sources, and clients from within any client record — with your full email history, HIPAA documents, care plans, and schedule right beside every message.
A powerful extension of the PLACED communications platform designed to bridge the gap between high-speed outreach and professional agency branding.
Organize your communications into custom categories so your most effective messages are always at your fingertips. Integrate your custom Image Library to manage global agency assets and team-specific media — creating a centralized communications hub that scales with your agency.
Intelligent Variable Engine
Dynamic tags pull real-time data from your active session — eliminating copy-paste errors and delivering a perfectly personalized message every single time, without the manual heavy lifting.
"Hi {{REFERRAL_SOURCE}}, I wanted to personally reach out to thank you for the referral. I'm {{SPECIALIST_NAME}} with {{AGENCY_NAME}} and I'm already working to find the perfect match..."
"Hello {{FACILITY_NAME}}, I have a prospective resident, {{CLIENT_NAME}}, who is seeking {{CARE_TYPE}} care. Could you please confirm current availability and your current rate structure..."
"Dear {{FACILITY_NAME}}, this is a friendly reminder regarding invoice #{{INVOICE_NUMBER}} in the amount of {{INVOICE_AMOUNT}} for the placement of {{CLIENT_NAME}} on {{PLACEMENT_DATE}}..."
Every form your agency needs — pre-built, per-state, and ready to sign. No DocuSign. No PDFs emailed back and forth. No missing documents.
PLACED comes pre-loaded with client intake forms, disclosure statements, and release forms — already built, already compliant, and already customized per state. No setup. No legal team required. Just open, fill, and send.
PLACED's built-in electronic signature system gives clients two ways to sign — type their name in a flowing script font or draw their signature directly on screen. Works in-person on any device, or send a secure link for remote signing via email. No third-party signature tools ever needed.
Build, customize, sign, and store your facility contracts entirely inside PLACED. Edit terms inline, add custom bullet points, set your own rates and notice periods — then send for signature. Every contract is stored against the facility record and automatically referenced when an invoice is generated, so billing is never wrong.
Most CRMs hand you an empty database and wish you luck. PLACED hands you the industry — every senior living community and medical referral source in the country, pre-loaded and ready for outreach the day you log in.
A database this deep has to be experienced, not described. Search it yourself — live, with one of our placement experts.
See the Database Live — Book a DemoPLACED turns every facility tour into a documented, scored record — and lets facilities keep their own profiles current so your data is never stale.
Every time an advisor visits a facility — alone or with a client — they can submit a structured assessment inside PLACED. Rate the facility across 11 standardized categories, tag which facility contact was present during the tour, and leave detailed notes. Every assessment is saved permanently so your team always knows which facilities consistently deliver and which ones fall short.
Every facility in your network gets their own secure portal inside PLACED where they can log in and keep their profile up to date — services offered, dietary accommodations, activity features, fees, photos, DME equipment, and COVID policies. Changes save automatically in real time. No more calling facilities to confirm what they offer. No more stale spreadsheets.
PLACED gives you real-time revenue intelligence, team performance visibility, and a complete picture of your contract portfolio — all in one dashboard built specifically for senior placement.
PLACED tracks your revenue across every stage — fees earned, amounts invoiced, payments received, adjustments made, and what's still outstanding. Filter by any date range and see a month-by-month chart of your total fees. No spreadsheets. No guessing.
The Team Performance Dashboard gives owners and managers a complete picture of what their agency is doing — from how many facilities are under contract to how many clients moved through the pipeline each month. Toggle between your team's numbers and your own in one click.
PLACED automatically follows up with every client and their family after placement — checking on their health, catching readmission risks early, and gathering quality feedback on the facility. Your job doesn't end at move-in. Neither does PLACED.
The moment a client is placed, PLACED automatically sends a structured follow-up survey to the client, their POA, or their closest family member. The same survey goes out again at 7-10 days and 30 days — covering health, home care plans, DME needs, and overall wellbeing. Each question can be flagged as a readmission concern, giving you an early warning system that no generic CRM could ever provide.
After move-in, PLACED automatically sends a satisfaction survey to your client and their family — asking them to rate the facility on the things that matter most: quality of care, food and nutrition, staff friendliness, cleanliness, and overall experience. This isn't just feel-good feedback. It's a quality control loop that helps you make better placements over time and gives your agency documented proof that you follow up on every client you place.
If you run a home care or home health company, placement revenue is already flowing through your business — you're just not capturing it. PLACED turns it on, and our included video training shows you exactly how.
When home care is no longer enough, your caregivers are the first to know. Those clients need assisted living, memory care, or skilled nursing — and no one is better positioned to guide that transition than you. Today, that placement is happening anyway. Someone else is getting paid for it.
The hospitals, skilled nursing facilities, and discharge planners who refer you home care clients hand out placement referrals every single day. You already have the relationships — PLACED gives you the infrastructure to say yes to those referrals instead of passing them along.
Contracts, state-specific disclosure forms, e-signatures, invoicing, and a 91,000+ facility database — everything a placement agency runs on, ready the day you log in. Add a high-margin revenue stream without adding overhead, staff, or new software to stitch together.
See how PLACED has helped agencies manage, grow, and scale their placement businesses. A member of our senior placement expert team will walk you through the platform personally.
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