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What is NextMove CRM?

NextMove CRM enables you to elevate your conversion rates, track sales from the first interaction to the closing deal, and enhance your sales management processes. By carefully planning your next moves, you can gain a competitive edge in the market. Our advanced workflow engine supplies sales teams with smart suggestions to guide their next steps depending on the client's position within the sales funnel. Furthermore, with the email marketing capabilities offered by NextMove CRM, overseeing and evaluating all your email campaigns becomes a simple task. The integrated scheduling tool further improves the effectiveness of your marketing automation strategies. Our wide range of integration options makes it easy to connect with everything from common Office applications to external systems and tailored legacy software. Additionally, NextMove's referral network feature provides professionals with critical insights into their most productive referral sources, helping them to manage and promote their offerings more effectively. By utilizing these robust features, you can achieve a more efficient and cohesive approach to your sales and marketing efforts, ultimately driving better outcomes for your business. Embracing these tools will position you for success in an increasingly competitive landscape.

What is Advisor Compass?

Advisor Compass is a robust platform designed specifically for customer relationship management and provider research that caters to senior living placement advisors and referral agencies. This tool combines numerous elements of workflow, such as client intake, care needs assessment, referrals, community recommendations, conducted tours, communications, task management, and outcome tracking, allowing teams to oversee families from their initial inquiry to the move-in process and further follow-ups. Users can explore a directory of senior living providers while applying various filters, including care type, geographic area, Medicaid participation, specialties, and other important factors, along with accessing vital details regarding provider licenses, enforcement actions, historical records, and AI-generated research summaries. Additionally, the platform boosts its functionality with features like client and provider portals, electronic signatures, integrated email and text messaging, customizable reporting tools, and automated workflows, which all contribute to improved coordination in placement efforts and provider research. By optimizing these processes, Advisor Compass not only streamlines operations but also empowers teams to deliver more efficient, effective assistance to families in search of senior living options, ultimately improving the overall experience for everyone involved in the transition. With its user-friendly interface and comprehensive features, the platform stands out as a crucial resource in the senior living industry.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google
QuickBooks Cash

API Availability

API Availability

Pricing Information

$20.00/month/user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

NextMove CRM

Company Location

United States

Company Website

www.nextmovecrm.com

Company Facts

Organization Name

Advisor Compass

Date Founded

2026

Company Location

United States

Company Website

advisorcompass.ai

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Task Management

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