Cloud-based healthcare software platform that connects your care, services, and financial operations.





  • Better Resident Care

    Integrate resident demographic information for better resident care across the senior living continuum.

  • Centralize Data

    Make PointClickCare the system of record for all your resident data.

  • Seamless Updates

    Make updates and changes to move-in and occupancy data several times a day

Benefits / Use Cases

  • Easy access to:

    • resident move-in dates and financials in
    • resident birthdays and profiles, such as occupation and education
    • resident move-in information for new email contacts
  • Convenient ability to:

    • track and access resident emergency contacts
    • document residential conversations and violations
    • track accurate occupancy reporting between PointClickCare (PCC) and CRM systems
    • eliminate non-sales related tasks within CRM
    • track move-in data from skilled nursing and hospitals into assisted living



Cloud Workflow is available for a 14-day free trial after completing the registration process.

Patients, Patient Address, Patient Contacts

No, for now the template supports only PointClickCare to Sales, However you also have the control to make it Bi-directional if you choose.

Sync can be performed every 5 minutes.

View Plans

We offer plans for businesses of all sizes. Get Started with 14 days Trial.

What Features Do You Get?




Number of Apps 2 More than 2
Customizable Mapping
Usage Limit (Records per Month) 5,000 50,000
Number of User Unlimited Unlimited
Data Flow Bi-directional Bi-directional
Customer Support Chat, Email Chat, Email, Phone
Premium Support $** $**

What Features Do You Get?



Number of Apps

More than 2

Customizable Mapping
Usage Limit (Records per Month) Unlimited
Number of User Unlimited
Data Flow Bi-directional
Customer Support Chat, Email, Phone
Premium Support $**

* Discounts available for Multi-Year Subscription. **Additional Cost Applicable.


Leading the Way with G2 Recognition

Witness the impact of G2 recognition on our journey, as we continually strive to lead, innovate, and exceed expectations.

Gartner High Performer Fall 2023