From the first call to move-in day.

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected search creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep searches, tours, contacts and money apart, refuse health information, stated care needs, dates of birth and ages, Medicare, Medicaid and insurance numbers, access codes, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

One contact-linked search record holds the senior's first name and last initial, the source and who referred, the area, the community type the family asked to see, the monthly budget range and hoped-for move-in, the intake call, the search status, the move-in date, the referral fee with its invoiced, due and paid dates, a non-clinical office note, the shortlist of communities with quoted starting prices, tours with reactions, family contacts with their role and an editable nine-step checklist.

Hearthlist records what the family and the communities told the office. The community type is a category label the family asked for, never a care assessment, and the kit recommends and ranks no community and says nothing about a community's licensing, inspections, care or safety, or about whether a referral fee arrangement is allowed where you work. It does no Medicare or Medicaid billing and gives no financial, legal or benefits advice. Searches, tours, contacts and money keep their own units, and budgets and quoted prices are never added to fees. Diagnoses, conditions, memory details, medications, stated care needs, dates of birth and ages, Medicare, Medicaid and insurance numbers, access codes, passes, logins, card numbers and Social Security numbers are refused in recorded text, while placement text such as Memory care community and Budget $4,500 to $6,000 a month is kept. The three public form drafts hold only names, email, phone and fixed choices, with no message box; name answers are capped at 80 characters and phone answers take a phone number only.

Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory family searches.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.