The CRM built for senior placement advisors.
Manage clients, providers, referral partners, notes, tasks, and placement history in one organized system designed around the real placement workflow.
A calm command center for placement work.
Advisor Compass should feel modern, trustworthy, practical, and operational. The brand should speak to professionals who manage sensitive family decisions, complex provider relationships, and years of local knowledge.
Clear, capable, grounded, and human. Avoid hype. Lead with practical clarity and show that the product understands the advisor workflow.
Distinct from Silver Age
Client Records
Track care needs, family contacts, urgency, budget, notes, tasks, and placement progress.
Provider Intelligence
Keep useful notes on fit, care strengths, culture, pricing, history, and advisor experience.
Referral CRM
Manage attorneys, discharge planners, care managers, communities, and professional partners.
Placement Workflow
Move each family from first call to tour, decision, move-in, and follow-up with clarity.
Polished SaaS typography with a clear two-line wordmark.
The wordmark uses a confident weight for Advisor and a lighter blue treatment for Compass. The result feels modern, readable, and product-ready without becoming overly stylized.
North Ring dot mark.
The top blue dot is slightly emphasized with a ring to suggest guidance without becoming a literal compass.
The outer dots represent clients, providers, referral contacts, and resources connected through one central system.
The center dot is Deep Navy on white backgrounds and white on dark backgrounds for contrast and clarity.
Use only flat, solid colors. No gradients, textures, shadows, or fine details inside the logo mark.
Product screenshots first. Clear workflow story second.
The website should feel like a focused SaaS landing page. Use dashboard mockups, structured cards, workflow sections, and direct messaging for placement advisors. Keep people imagery secondary.
- 1. Hero with product screenshot
- 2. Problem with generic CRMs
- 3. Purpose-built placement features
- 4. Client, provider, and referral workflow
- 5. Demo CTA