AI CRM is a CRM for property management that writes itself: every owner, tenant, board member and vendor who calls, chats, e-mails or fills a form becomes a contact with the whole story on one record. Lead management runs by itself for property management companies: deals for new doors open on the first request for a quote or a demo, and your team keeps the decisions.
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Contacts & Leads
Everyone who left a name with a phone or an e-mail, on any channel, with where they came from and where they stand.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a community field and a unit field to every contact.”
Lisa“Contacts will carry Community and Unit as fields of your own, shown in the list and on each record. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Property Management use it
An owner of three rental homes asks for management by web form; a contact is made with the form's answers and the source on the row.
Before calling a board president, the manager asks for a brief and reads one page: what the board asked, what was sent, what is open.
A tenant's third call about the same leak shows on her timeline beside the two earlier tickets, so the supervisor sees the pattern at once.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
One record
A name with a phone or an e-mail, given on a call, a chat, a form or a mail, becomes a contact by itself, with the channel it came from on the row: lead tracking from the first call.
Name the kinds your portfolio needs, such as owner, tenant, board member, vendor and title company, and a person can belong to more than one.
Add community, unit, lease end or association as text, number, date or choice fields on contacts, companies and deals, so one record works across multiple communities.
Calls with their transcripts, e-mails, chats, maintenance requests, bookings and quotes sit on one timeline, newest first, so nobody asks the resident to repeat it.
Each contact carries a health score from 0 to 100, and the tooltip says why it moved, so a manager sees an unhappy owner before the next call.
Ask and Lisa writes the one-page brief property managers need before a call: who the person is, what they asked, what was sent and what to say next.
New doors
These CRM workflows for multifamily property managers and association firms run on events: a request opens the deal, and a demo watched or a quote paid moves it on.
An owner who asks for a quote or a board that asks for a demo opens a deal by itself, named for what started it, with the person attached.
New, Qualified, Demo, Quoted, Negotiation, Won and Lost, as a board or a list; rename the stages to match how your company wins a management contract.
Open deals and the weighted forecast sit above the board, each amount counted by its chance of closing, so the owner of the firm sees what the quarter may bring.
Only a person marks a deal lost and gives the reason. The win and loss report then shows where management deals stop and how long each stage takes.
Moments
Sort by health and the board members whose score fell come first, each with the reason, well before the management agreement comes up for renewal.
Tell Lisa to pause all marketing to one tenant. She shows the before and after, every scheduled step holds, and a reply you write by hand still goes out.
She opens an owner's record and reads every call, e-mail and ticket in order, instead of asking the manager what happened last spring; leasing teams read their prospects the same way.
Compared
| What you need | A spreadsheet of owners | CRM platforms you fill in | AI CRM |
|---|---|---|---|
| Every caller on the record | If someone types it | If someone logs it | Captured by itself: from calls, chats, e-mails and forms |
| The story before a call | Scattered across inboxes | The notes someone wrote | A one-page brief: written by Lisa from the whole record |
| Owner and board deals | A tab of names | Moved by hand | Opened and moved by events: a demo watched, a quote opened or paid |
| Residents who went quiet | Nobody notices | A report to build | A health score with its reason: sorted so the manager calls first |
| Data entry | All of it | Most of it | None on day one: the Front Office writes the record |
Set up
Every call, chat, form or e-mail that gives a name and a phone or an e-mail lands in Contacts & Leads from the first day.
Tell Lisa your kinds of contact and the fields you need, such as community and unit. She shows the change before and after and applies it on your yes.
A CSV of owners or tenants waits in Import review until each row is accepted, and imported contacts are never auto-called.
Run it on your own portfolio with no credit card and read every contact it captured and every deal it opened when the week ends.
Questions & answers
It is the record of every relationship a management company keeps: owners, tenants, board members, vendors and prospects, with what each asked and what was done. AI CRM builds that record from the communication tools the Front Office already runs: the calls, chats, e-mails and forms.
The one nobody has to feed: most property management CRMs wait for someone to type the call in. Look for contacts captured from every channel, the whole story on one record, deals for new owners and boards that move by themselves, and a price per company, whatever the portfolio size. AI CRM does each of those, and the free trial runs on your own portfolio.
No. It is the AI CRM property management teams keep beside it, as the record of conversations and new business in your property management operations. Leases, ledgers, rent, assessments and owner statements stay in the property management system you already run.
Yes. You name the kinds of contact your company uses, such as owner, tenant, board member, vendor or real estate agent, and each person can carry more than one, like an owner who also sits on the board.
Yes. A board's request for a quote or a demo opens a deal that moves through your stages as the board acts: the demo watched, the quote opened, the quote paid. Only a person marks it lost, with the reason.
Every call the AI answers lands on the contact's timeline with its transcript and summary. Call recording is off as shipped; switched on, each call keeps its recording in the call register, and the AI can tell callers the call may be recorded.
Ask Lisa for a brief. She writes one page from the record: who the owner is, what they asked, what was sent, what is still open and what to say next, so the call starts from the facts.
Yes. Contact management starts with a CSV import that waits in Import review until each contact is accepted one by one. Imported contacts are never auto-called, and exports of customer data are for managers only, each one logged with its author.
Customer relationship management: one place for every person your company serves or wants to serve. For a management company that means owners, residents, boards and vendors, with their calls, requests and deals on one record instead of five inboxes.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Property Management ›
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