CRM for Property Managers
The property management CRM that keeps owners in the loop.
Leasing calls at 8 pm, owners asking for updates, maintenance requests by text: AutomateNexus CRM answers the inquiries, runs the leasing pipeline, turns requests into tickets, and gives each owner a portal that answers the update question before they ask it.
Where property management pipelines leak.
- 01
Leasing inquiries arrive after hours
The prospect who texts at 8 pm rents from whoever answers first, and your office closed at 5.
- 02
Owner updates eat the week
Every owner wants to know what is happening with their property; the answer lives in five systems and a manager's memory.
- 03
Maintenance requests scatter
Texts, calls and emails about a leaking tap end up in three inboxes with nobody sure who owns it.
Built for how property managers actually sell.
Inquiries answered and viewings booked
The AI receptionist answers leasing calls on your number, books viewings from the leasing agent's real calendar and texts the confirmation; after hours it takes the message or forwards to the on-call line.
A leasing pipeline that moves
Inquiry, viewing, application, approved, signed: stages you define, with follow-ups drafted by Karrie and the lease sent for e-signature from the record.
An owner portal on your brand
Share each property's project with its owner: progress, documents, client-facing notes and the reports you publish, without access to anything else in your CRM.
Maintenance requests as tickets
A form or a text becomes a ticket in the Support Hub with an owner, a status and a history, and the tenant's thread stays on their record.
How a property management pipeline runs.
How a property manager runs leasing and owner communication on AutomateNexus CRM.
- 01
The inquiry
A call, text, form or email about a listing becomes a lead in the leasing pipeline with the source captured. After hours the AI receptionist answers, books the viewing or takes the message.
- 02
The viewing
A booking link puts the viewing on the agent's calendar with a text reminder and one-tap rescheduling.
- 03
Application to signature
Stages move the applicant through screening and approval; the lease goes out for e-signature from the record and the signed copy files itself.
- 04
Move-in and maintenance
The tenant's requests become tickets with owners and statuses; the history stays on their record for the next manager who picks it up.
- 05
The owner's view
The property's project is shared with the owner in the portal, so progress, documents and reports are there before the update email would have been.
The agents that work a property management pipeline.
Every plan includes Karrie and seven specialists. These are the ones property managers lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotDrafts leasing follow-ups and lists stalled applications in the daily brief.
- A2SupportResolverAnswers tenant texts instantly and turns requests into tickets.
- A3SchedulerPlannerBooks viewings and inspections from real availability.
- A4OpsCoordinatorRuns move-in, renewal and inspection workflows and the tasks they create.
- A5AnalyticsForecasterShows days-to-lease, source quality and open tickets per property.
The tools property managers already use.
- 01TwilioCalling, SMS, WhatsApp and the AI receptionist on your own Twilio account.
- 02WhatsAppWhatsApp through your Twilio sender, in the same inbox as SMS and email.
- 03GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
- 04OutlookRecent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
- 05Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 06StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 07QuickBooksInvoices, payments, estimates and credits in step with QuickBooks Online.
- 08Google DriveAttach Drive files to records and the client portal.
- 09ZapierTrigger Zaps from twelve CRM events and write records back through the REST API.
What to look for in a CRM for property managers.
Whether or not you choose us, hold every vendor to these.
An owner portal you do not have to update by hand
Owners should see progress, documents and reports on their own, on your brand, without a login to your CRM.
Requests that become tickets
A maintenance request needs an owner, a status and a history, not a place in someone's texts.
Viewings from a real calendar
Slots must come from a two-way calendar sync, or two prospects arrive at once.
Isolation between portfolios
If you manage for competing owners, ask how their data is separated: by a filter or at the database level.
Honest scope on accounting
A CRM should send invoices and sync with the ledger; rent and trust accounting stay with a system built for them.
CRM for property managers, answered.
Yes. The client portal runs on your brand and domain; share a property's project with its owner and they see progress, documents, client-facing wiki pages and the reports you choose to publish. Portal users do not count against your plan's seats.
Yes. SMS and WhatsApp run on your own Twilio account and land in one inbox with email and website chat, threaded on the tenant's record. Replies go out from your number.
A request arrives by form, text, email or chat and becomes a ticket in the Support Hub with an owner and a status. Assign it, snooze it, add internal notes the tenant never sees, and close it when the job is done.
Yes. Booking pages show the leasing agent's real availability from a synced calendar, hold the slot and send reminders by text. The AI receptionist takes viewing requests on the phone and confirms once the appointment exists.
Yes. Workspaces isolate data at the database level, so a portfolio or a large owner can have its own workspace with its own contacts, pipeline and numbers while you switch between them from one login.
It sends invoices with payment links for card, PayPal or Square and syncs invoices and payments with QuickBooks Online. It is a CRM, not a trust-accounting system: keep rent ledgers where your accounting requires.
Yes. Documents on a record can be shared for e-signature, and the signed copy stays on the tenant's and the property's records.
Always. Full export at any time and a complete API, with no exit fees.
Put the agents on your property management pipeline.
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