CRM For Property Management

CRM for property management allows you to acquire more leads, keep their data in a centralized database, and automate workflows. It is suitable for small property companies and larger businesses.

Property Management CRM


CRM software helps create and organize customer data and optimize business workflows. It aligns multiple processes into an effective management system. This software may not be tailored to a particular industry but it is quite adjustable to the needs of various businesses.

If you are in search of a property management CRM system, Bitrix24 is definitely worth your attention. The platform offers already integrated CRM with various collaboration tools and external integrations. Implementing this software can work miracles for property managers by helping manage projects and leads, organize their data, and track interactions.

Having a full-featured mobile app at your disposal is essential if you need to run errands and check your business at the same time. So use CRM for property management on a smartphone or tablet without any limitations.


Client database

With Bitrix24, you can create an unlimited database of all your clients. The data is organized, so you can quickly find the necessary information.

Since the interface is very intuitive, it is easy to get the hang of how it works even if you do not have any experience in the system.


Lead generation

Using website forms, chat widgets and other CRM tools will surely help you increase the number of incoming leads.

The system integrates with a range of popular social networks and messengers, so you can use these channels to find more leads.

Lead scoring allows you to determine which prospects your team should focus on.


Proposals and invoices

Using the platform as a property management CRM solution will allow you to send proposals and synchronize invoice processing with such accounting programs as Xero and Quickbooks.

The company integrates with dozens of payment services, so you can provide your clients with multiple options to pay their invoices. This tool also allows you to track the status of payments and send automatic reminders if they have not been made.


Sales funnels and pipelines

If you have many clients at the same time, you can create multiple sales funnels and pipelines. Optimizing your business processes is much easier when you are able to visualize them.

With a CRM for property management system, you can see the progress of each workflow stage.

Sales funnel automation allows you to send emails, text messages, and notifications to your potential clients. This will give your team time to close more deals.


Sales analytics

Analytics reports show sales graphs and charts, which help forecast future sales and estimate the contribution of each manager. 

Calculates your marketing return on investment. The analytics reports are fully customizable, so you could adapt the unique processes of property management.


Emailing

Since Bitrix24 integrates with email services, all emails are automatically added to the customer database. With the bulk emailing feature, running marketing campaigns is easy.

Segmenting your audience into different groups will allow you to send different offers to multiple segments. You can track how many people opened the letter and clicked on the link.


Calendars and bookings

CRM for property management will help you schedule appointments, calls, or visits, as well as make bookings.

You can start video calls from the calendar. HD calls are completely free of charge and can be used for interaction with customers or between team members.

Register today and take the next step in your property management business. 

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

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Basic Features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • In-built contact center
  • Free customizable fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Fully Featured CRM

Fully Customizable

  • Custom fields
  • Sales automation
  • Custom forms
  • Flexible access right settings
  • Web to CRM
  • Email to CRM
  • Call to CRM
  • Contact center to CRM
  • Learn more

Document Management

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.

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