Experience the difference of "Elite".

Recommend a CRM for tracking Prospective Property Management Clients?

Elite Coastal
Jan 7, 2023 11:52 AM
Joined Oct, 2021 10 posts

The OwnerRez PM Module does a great job of tracking relationships with existing property management clients. But I am looking for a tool that can manage the marketing activity of 'wooing' homeowners to bring new PM clients in. A web tool that tracks communication activity, tasks, reminders, and ultimately onboarding.

As a new/emerging Property manager, I am tracking 622 prospective homeowner clients in an Excel spreadsheet. This is proving inefficient. I need the ability to add a different note for each interaction, schedule follow-ups, and (later) send email newsletters.

Might other successful STR Property Managers be willing to share what they use for tracking the marketing to prospective property owners? I hope to find something that can import from Excel, track activity notes, integrates with Gmail, and will allow many custom fields, such as:

  • HOA
  • Current Rental?
  • Property Name
  • Google Map
  • Year Built
  • Bedrooms
  • Bathrooms
  • Home Size (SF)
  • Lot Size (SF)
  • Dog Friendly?
  • Hot Tub?
  • View?
  • Web Listing
  • Current Management

Thanks for sharing your insight!!