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What is ServingIntel?

ServingIntel is a top provider of transaction management solutions tailored for senior living and family dining, designed to help you enhance guest service while boosting operating income. We stand as your trusted partner in times of change, equipping you with innovative tools and the collaborative support necessary to achieve significant results. Our commitment to your success ensures that you can confidently adapt to evolving industry demands.

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

ActiveBuilding
CrandallMenus
ECP
Go Icon
HotSchedules
InTouchLink
NetSuite
PointClickCare
QuickBooks Online
Yardi Voyager

Integrations Supported

Gmail
Google
QuickBooks Cash

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

24 Hour 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

ServingIntel

Date Founded

1997

Company Location

United States

Company Website

www.servingintel.com

Company Facts

Organization Name

Advisor Compass

Date Founded

2026

Company Location

United States

Company Website

advisorcompass.ai

Categories and Features

Assisted Living

Billing & Invoicing
Event / Activities Planning
Meal / Nutrition Management
Resident Info Management
Scheduling
Staff Management
Work Order Management

Healthcare

Not specified

Restaurant POS

Delivery Management
Gift Card Management
Inventory Management
Loyalty Program
Mobile Access
Online Ordering
Order Management
Reporting/Analytics
Separate Checks
Split Checks
Table Management
Tips Management

Categories and Features

CRM

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

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