Property Management

Optimizing CRM for Property Management

Property management companies have specific needs when it comes to CRM solutions. Our team understands your unique pain points and we are well-positioned to help you select, implement, and optimize your CRM system so you can accomplish the following:

Build Property Management Workflows

Property managers must keep track of employees at different properties, communicate with clients, and meet tenant demands. Keeping all of the workflows associated with your different properties and stakeholders would be impossible without help from a CRM system.

Our experts will create and implement property management workflows that fit your needs so that you can prioritize your to-do list and ensure all employees know what their tasks are for the day.

Improve Tenant Communication

Engaged tenants are tenants that renew leases and provide referrals. That’s why optimized tenant communication is essential to the success of property management companies.

Our consultants will help set up your CRM system to reduce tenant confusion and automatically send communications like:

  • Rent & utility payment notices
  • Reminders about property rules or policies
  • Community news and events.

Access real-time sales intelligence

Whether you are trying to attract new clients or fill your vacant units, optimizing your CRM system helps you send the right message, to the right person, at the right time.

Our team will help establish your marketing and sales funnel so that your leads move through the buying process and receive personalized, relevant communications based on where they are at in their customer journey — helping you get more clients and more tenants.

Streamline Maintenance and Services Management

As a property manager, you must manage and coordinate
maintenance, construction, cleaning, and other work
orders at your properties. Managing all of these moving
parts and ensuring your clients and tenants stay up-to-
date on those services is crucial.

With our help, your CRM system can be optimized to

  • Maintenance issues are handled immediately
  • Tenant requests are answered promptly
  • Inspections are scheduled properly
  • Security deposits are collected & returned accurately
  • Compliance with federal & local housing legislation

Calculate Finances and Predict Future Revenue

Tracking financial information about all of your properties is necessary for reporting to your clients. Our consultants will help you set up dashboards that provide snapshots of the information you need, including:

  • Revenue from monthly rent payments
  • The amount you spent on maintenance & service
  • Forecasted revenue in the coming months

Armed with this information, you will be able to demonstrate the value you bring to your clients and set budgets and plans for the future.

Send and Store Important Documents

You deal with a variety of documents on a daily basis. You have leasing agreements and rent bills from tenants, quotes and SLAs from your clients, invoices from your service workers, and more.

Our team will help integrate your document automation solution into your CRM so that you can easily create, send, track, and store all of your documents in one easy-to-find location — all while keeping sensitive client information secure.

Client Success Stories

We have a proven history of helping companies optimize their CRM systems. But don’t just take it from us, see what some of our clients have to say.
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Optimize your CRM & manage your properties more effectively.