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The Guide to Property Management Systems: CRMs

Property management systems (your CRM), your property management automation solutions, and your property management software need to work together if you want to achieve ultimate efficiency when automating your property management business.

Most teams use some sort of Customer Relationship Management software for property managementbut how do you choose the right one, make the most of it, and ensure you're not just adding another system for your team to learn and then not really use?

Pinpointing which CRM is right for your needs as a property management company is crucial to ensure it's actually adopted by your staff.

Choosing the Right CRM

Choosing-the-Right-CRM

Before choosing a CRM, there are a few things you need to evaluate.

  • What teams will be using your CRM? If it is sales only, a simple CRM will work for now. If you want other teams in your company to be able to use the CRM, so you have access to enhanced cross-departmental reporting, you'll need a more robust solution than a simple sales CRM.
  • Do you want your CRM to work with automation? Not every CRM out there is built for the task. If you're thinking of expanding and starting to automate your operations, you'll want a CRM that can grow with you—or at least one that will be easy to move your data out of when you decide to move.
  • Does the CRM you're considering have a robust knowledge base and training system—or do you have to figure it out on your own? One of the reasons we chose to build the Property Management Operating System (PMOS) was because of the amazing training that comes with all HubSpot accounts (and this training is even free to non-HubSpot users).
  • Does it integrate with your property management software so your records are always up to date? If you adopt a CRM and also have to update your information in multiple other places, you might find that data is inconsistent—leading to errors and other inefficiencies. Find a CRM that integrates with your property management software for the best results.
To learn more about choosing a CRM, check out these blogs:
Picture of Michael Park
Michael Park Feb 18, 2020   |   icon 3 min read

6 Tips to Make the Most of Your CRM Software in 2024

A good property management CRM is the most important tool your business development team can have. Without it, it's all too easy to miss important ...
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Heather Park Jul 24, 2023   |   icon 4 min read

Which Property Management CRM Should You Use in 2024?

Published February 4, 2020. Updated January 8, 2024. People — specifically property investors—are the lifeblood of a property management business, ...
Picture of Michael Park
Michael Park Sep 11, 2020   |   icon 3 min read

7 Things You Should Be Doing With Hubspot (or Your CRM)

The right CRM can take your sales process from a complicated, confusing, undocumented mess, and transform it into a streamlined, delineated, and ...

Automation and Your CRM

Automation-and-Your-CRM

Sure, a CRM is amazing for sales and business development, but it is also a key player in the property management automation scene.

  • The simplest form of automation you usually see with a CRM is the automation of data gathering into a CRM.
  • Most good CRMs these days can pull information into the CRM from an email signature and even company info from what is out there on the web.

For example, if you send us an email, HubSpot is going to pull in your company data along with the info in your signature based on the URL in your email address. This saves our sales team time: they don't have to go and look it all up; it is populated right into the CRM.

Your CRM, when connected with other tools such as sales, marketing, and service options, can ensure that:

  • The right marketing email goes to your prospects at the right time
  • Your sales team is talking to the most qualified leads each day
  • Your work orders and service tickets are addressed within your set time frame
  • Tasks are created and tied to a client record so you can always answer client questions quickly and accurately
  • Rent is collected on time
  • Renewals are easier
  • You can eliminate your paper budget.

Much of the data you can store in a CRM is also used in automating property management tasks! If you're thinking about automations, take a look at the list of capabilities HubSpot has and consider how many individual systems you are currently using that this one subscription could replace—AND help you automate.

To learn more about how your CRM and workflows work together, check out these blogs!
Picture of Michael Park
Michael Park Sep 27, 2019   |   icon 3 min read

Achieve Maximum Efficiency With Workflow Automation and CRM Systems

The right Customer Relationship Management (CRM) system can help you achieve maximum efficiency. With the proper property management workflow ...
Picture of Michael Park
Michael Park May 21, 2020   |   icon 3 min read

Property Management Tools: The Power of CRM Automation

By now, you should know we are big fans of automation. From property management marketing to your workflows, property management process automation ...
Picture of Heather Park
Heather Park Sep 17, 2019   |   icon 3 min read

What CRM Is Right for Your Property Management Workflow?

Customer Relationship Management (CRM) software can often feel like an extra pair of hands when you need them most. There are many CRMs out there for ...

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