CRM for Property Management
Tenant communication, maintenance tracking, and owner reporting for residential and commercial properties.
Property management is a relationship business with three stakeholders: tenants, owners, and vendors. Most CRMs handle one. We build systems that manage all three with the workflows that keep properties occupied and owners happy.
Challenges We Solve
Common pain points in property management, and how a custom CRM eliminates each one.
The Challenges
- Tenant requests tracked via email, text, and voicemail
- Owner reporting requires manual data compilation
- Lease renewal tracking depends on calendar reminders
- No portal for tenants or owners to self-service
Our Solutions
- Centralized maintenance request system with priority routing
- Automated owner reports with financial summaries
- Lease expiration pipeline with renewal workflow automation
- Tenant and owner portals for self-service access
Maintenance Made Manageable
Tenants submit requests through a portal, work orders route to the right vendor, owners approve costs above threshold, and everyone gets status updates automatically.
- Tenant maintenance request portal with photo uploads
- Automated work order routing to preferred vendors
- Owner approval workflows for costs above threshold
- Vendor management with performance tracking
- Preventive maintenance scheduling by property and unit
Owner Intelligence
Monthly owner statements generated automatically. Vacancy rates, maintenance costs, rent collection, and NOI, all in a branded portal your owners can access anytime.
What Our Clients Say
“Member management, class scheduling, and personal training bookings in one system. Automated check-ins flag at-risk members before they cancel. Retention up 22%.”
Jake Morrison
Owner, Iron City Fitness
Pittsburgh, PA
“Tracking buyer relationships, crop allocations, and delivery schedules in one system. Our direct-to-restaurant sales grew 50% because we can actually manage the relationships now.”
John Hargrove
Owner, Hargrove Family Farms
Des Moines, IA
“Moving from HubSpot to custom felt risky. Six months in, our team efficiency is up, our client satisfaction scores are higher, and we're spending $0 on per-seat licenses.”
Rachel Abrams
Principal, Abrams & Co Advisors
Miami, FL
“Shopify, Klaviyo, and our custom CRM all talk to each other now. Every customer touchpoint feeds into one profile. Our repeat purchase rate jumped 35% in three months.”
Jason Lee
Founder, Urban Roots Skincare
Brooklyn, NY
“The MLS integration is seamless. Listings sync automatically, buyer matches get sent out same day, and I can see my entire brokerage pipeline on my phone.”
Jennifer Park
Broker/Owner, Keystone Homes
Philadelphia, PA
“Managing 8 locations used to be a nightmare. Now every therapist, every patient, every insurance claim is tracked in one system. The reporting alone saves us 20 hours a week.”
James Russo
CEO, Allied Physical Therapy
Denver, CO
“Fleet management, customer quoting, and load tracking integrated. Our dispatchers handle 40% more loads because the CRM eliminates manual coordination.”
Victor Okafor
Operations Director, Okafor Logistics Group
Atlanta, GA
“Patient retention increased 28% since we implemented automated appointment reminders and personalized follow-up sequences through our custom CRM.”
Dr. Angela Foster
Medical Director, Coastal Women's Health
Jacksonville, FL
Ready to Transform Your Property Management CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.