Go to Top
  • HOME PAGE
    back to the top
  • SERVICES
    managed and supported by our IT department
  • HOW TO
    guides to our most used technology
    • Important Systems and Software
      • – Email
        Microsoft Outlook and Webmail
        • – OnShift
          Employee Schedule Management
        • – Relias (formerly Redilearning)
        • – Regroup
          Mass Communication Tool
      • – Paylocity / Web ATS
        Payroll and Human Resources System
      • – SharePoint
        Company-wide document collaboration
      • – myUnity
        Resident Census, Billing, EHR, and Reporting
      • – Sherpa
        Prospect Management for Sales
      • – Point of Sale (POS) for Dining Services
      • – MicroMaint
        Resident work order system
    • File Storage and Sharing
    • Desktop Phones
    • Remote Video Conference
    • Printing, Scanning, and eFax
    • Mobile Phones
    • Security and Updates
    • WiFi
  • FORMS & POLICIES
    important documentation
    • Forms
    • Policies
  • CONTACT ITS
    ITS Department Contacts
    • Meet the Team
  • HOME PAGE
  • SERVICES
  • HOW TO
    • Important Systems and Software
      • – Email
        • – OnShift
        • – Relias (formerly Redilearning)
        • – Regroup
      • – Paylocity / Web ATS
      • – SharePoint
      • – myUnity
      • – Sherpa
      • – Point of Sale (POS) for Dining Services
      • – MicroMaint
    • File Storage and Sharing
    • Desktop Phones
    • Remote Video Conference
    • Printing, Scanning, and eFax
    • Mobile Phones
    • Security and Updates
    • WiFi
  • FORMS & POLICIES
    • Forms
    • Policies
  • CONTACT ITS
    • Meet the Team

Sherpa

S

herpa is our sales and prospect management software used for sales by our Lifestyle Advisors and the home office Sales and Marketing Teams. Sherpa is web based and can be accessed by navigating to https://members.sherpacrm.com/login.

Click on the following link below for the Sherpa Coaching Center:

– Sales Coaching | Sherpa (sherpacrm.com)

About Maxwell Group, Inc.

Maxwell Group, Inc. is based in Charlotte, North Carolina and currently manages communities in North Carolina, South Carolina, Georgia, Florida, Indiana, and Connecticut. The Maxwell executive team consists of over 40 professionals providing development, operational, accounting, sales, IT, and creative services support to a portfolio serving over 2,000 residents.

The ITS Department is one department of several at the Maxwell Group, Inc..

To learn more about the Maxwell Group, Inc., please visit www.maxwell-group.com

Contact Us

  • ITS Department | Maxwell Group, Inc.
  • 3530 Toringdon Way, Suite 204
  • Call: 704.815.7348 | Fax: 704.246.1621
  • helpdesk@maxwell-group.com - www.its.maxwell-group.com
All Rights Reserved to Maxwell Group, Inc. - Created by Office of Information and Technology Services
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