The CRM Built for Senior Referral & Placement Agencies
From client intake to placement, Mimi Care manages your entire workflow — communities, contracts, billing, compliance, and more. So you can focus on what matters: finding the best care for families.
Trusted by 503+ referral and placement agents nationwide.
No credit card required. Start in under 60 seconds.
Everything you need
Run your agency at the speed of light
Built by people who understand senior placement. Every feature exists because an agency like yours asked for it.
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Client Management
- From intake through placement, track every client's journey. Manage assessments, preferences, tours, and follow-ups in one place.
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Community Database
- Every senior living community in your market, automatically updated monthly. Verified contacts, room types, pricing, and availability.
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Contracts & Compliance
- Send, sign, and store client disclosures per state regulations. Manage contracts with e-signatures and automatic tracking.
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Billing & Invoicing
- Create and send professional invoices, record payments, and sync with QuickBooks. Track revenue by agent, source, and time period.
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AI-Enhanced Workflows
- Let AI help you match clients to communities, draft communications, and surface insights from your data.
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Pipeline & Reporting
- Kanban boards to visualize your pipeline. Customizable reports for revenue, placements, conversion rates, and team performance.
Why Mimi?
See how Mimi compares
| Feature | Mimi Care | Competitors |
|---|---|---|
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Clients
From intake through invoice, every step of the way. |
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Community Data
Access comprehensive, automatically updated community data to better serve your clients. |
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Verified Contacts
Maintain an up-to-date list of verified contacts for better communication and outreach. |
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Full Email Capabilities
Send, track, and manage emails directly within the platform. |
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AI Enhanced
Leverage AI to analyze data and optimize client interactions. |
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Pipeline / Kanban
Visualize and manage leads through a pipeline or Kanban view. |
Limited | |
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Drip Campaigns
Set up automated email sequences for marketing and lead nurturing. |
Limited | |
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Advanced Reporting
Generate advanced, customizable reports to gain deeper insights into your operations. |
Limited | |
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Calendar Integration
Sync appointments and schedules with popular calendar apps. |
Limited | |
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Contract Management
Efficiently manage client contracts, ensuring accurate documentation. |
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Compliance
Send, sign and store Client Disclosures per state regulations. |
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QuickBooks Integration
Easily sync your billing and invoicing data with QuickBooks. |
Testimonials
Trusted by agencies across the country
“I have used Mimi since the beginning. I am sometimes technologically challenged and this system is so user friendly even I can use it.”
“Mimi was everything I didn't even know I needed... As a one woman show it has been a game changer.”
“Mimi has become an irreplaceable part of how I manage my business. It helps me streamline my workflow, save time, and focus on what truly matters.”
“The team at Mimi is super responsive and eager to make your work easy by continuously improving the software with in demand features.”
“As a daily user since day 1, I can confirm down time for MIMI updates, upgrades or system errors has been practically non-existent. I don't know how they do it, but I am very grateful that MIMI is always there when I need it.”
“I have been using Mimi since its inception and its the best and keeps getting better.”
“We are a mobile service and Mimi is easy to access on the go. It simplifies business and helps us be productive in the office or in the field with our clients.”
“I'm one of the first team of Mimi clients. They've gone beyond to create a system that works for me 24/7 - I can send referrals and invoices from my phone if I want to. I'd hate to try to work without it.”
“I have used Mimi since it was developed. It has streamlined my office procedures immensely. The ability to use the app on my phone allows me to access my information anywhere.”
“Thanks to Mimi, we've been able to scale efficiently. It has streamlined our workflow, empowered our team, and ultimately allowed us to focus more on what we do best: serving families in need of great senior living options.”
FAQ
Frequently asked questions
How much does Mimi CRM cost?
Mimi CRM offers flexible monthly pricing based on the number of users and length of agreement. Start with a free 14-day trial — no credit card required.
What is senior referral and placement agency software?
Senior referral and placement agency software is a CRM designed specifically for agencies that help families find senior living communities. It manages the entire workflow from client intake to community tours, contracts, invoicing, and compliance disclosures.
Can I use Mimi on my phone or tablet?
Yes, Mimi Care works on any device with a web browser — desktop, tablet, or phone. Many of our agents use Mimi in the field while touring communities with clients.
Can you import my data from another system?
Yes, we can migrate any data from your existing system at no cost. Our team handles the entire migration process so you can get started quickly.
Is my data private and secure?
Your data is yours and is never shared without your permission. Mimi Care uses industry-standard encryption and security practices to protect your information.
Do you offer training or support?
Yes! We have a full content library with quick 1-3 minute video guides that walk you through every feature. We also offer hands-on training sessions to get you up and running fast.
How can I grow my agency with Mimi?
Mimi CRM is built to scale with you. Add team members with role-based permissions, automate your outreach with drip campaigns, and use our reporting tools to identify growth opportunities. Many of our customers have grown from solo agents to five-person teams.
Ready to streamline your agency?
Join 503+ agents already using Mimi Care. Start your free trial in under 60 seconds — no credit card required.