6 Best Property Management CRMs 2023

Deal management dashboard (Source: monday sales CRM)

• Customizable dashboards: Provides extensive reporting options, and customizable dashboards make it easy for teams to view and track the most important data
• Integrations: The marketplace offers over 100 apps specifically built for monday sales CRM users, including integrations with Outlook, Microsoft Teams, Dropbox, Slack, and Google
• Automations: Automate processes like due date alerts, email opens, task assignments, and time tracking, ideal in an apartment CRM
• Contact management: Track your communications and activities with each contact, and use the 360-degree customer view to get maximum insights into leads

monday sales CRM offers four paid plans, with pricing based on the number of users. The basic plan starts at $12.50 per user, monthly, and additional plans offer increased functionality for larger teams with more extensive activity management and sales needs. There is a free trial offered for all plans, and annual payments include an 18% discount.

With over 8,000 reviews, monday sales CRM has an excellent rating of 4.7 out of 5. Users raved about the user interface and easy-tracking live dashboards, as well as its customization and team collaboration tools. Reviewers also noted how it easily integrates with so many other tools, multiplying their productivity.

There are very few negative reviews for this tool, but users do make notes of improvements they’d like to see. For example, users mention multiple price increases and limitations in reporting. For a landlord CRM with more affordable and custom pricing options, consider HubSpot.

AI-powered contact score example (Source: Freshworks)

• Freddy AI insights: Automated contact scoring to identify leads most likely to convert
• 360-degree customer context: View all customer interactions across marketing platforms in one place
• Multi-channel marketing: Connect with leads across email, SMS, live chat, and social media
• Mobile app: Access dashboards or customer reports on the go

Freshsales offers three tiered plans, although the Growth plan is free for three users or less. It offers a 21-day free trial of the Pro and Enterprise plans, as well as discounts with annual billing. Freshsales also offers two unique add-ons for branded documents and contracts and additional bot sessions.

Customers have given Freshsales a great rating of 4.6 out 5, noting that it’s a reliable tool that helps them more efficiently complete a variety of lead generation and marketing tasks. Many users also reported how the ability to connect so many communication channels and get a full view of every customer interaction helped them nurture leads more effectively.

Some users noted that the price for Freshsales can be steep and that there are glitches periodically. Although many people reported fast responses from customer support, one user noted that bugs in the software could take too long to be resolved. Although glitches are inevitable with technology, consider a CRM with more accessible support, like Salesforce.

Zoho omnichannel communication (Source: Zoho CRM)

• Lead generation: Web forms and business card reader on the mobile app
• Integrations: Integrates with hundreds of tools, including Google Workspace and Microsoft 360
• Lead management: Qualify incoming leads, create a personalized nurturing strategy, and use multiple communication platforms to engage them
• In-depth analytics: Built-in analytics provide valuable insight into lead sources, engagement rates, and conversion rates

There are four tiered package options for Zoho CRM, and users can test any package with a 15-day free trial. The standard plan includes basic modules, task management tools, pipelines, forecasting, email insights, and advanced filters. Additional plans offer increased marketing, reporting, customization, and automation functionalities. With annual billing, customers can save up to 34%.

With a good rating of 4.2 out of 5, Zoho users expressed that the functionality is incredibly robust for such an affordable price. They also say it’s extremely easy to implement, with a minimal learning curve and features that grow with their team. Customers also reported that the wide range of integrations maximizes their productivity.

On the other hand, Zoho users also note that there are drawbacks to having so many customization options. It can take some time to determine the best way to set up your dashboards. Reviews were also mixed about Zoho’s customer support, with some users saying that they were slow to respond. For a property management CRM with more accessible customer service, consider Salesforce or HubSpot.

Automated sales CRM (Source: Salesforce)

• Sales AI: Integration with Einstein GPT provides conversation insights, customer signals, call transcripts, and self-serve customer onboarding
• Marketing: Connects to multiple marketing channels to provide maximum personalization and in-depth AI analytics
• Team productivity: Native integration with Slack and automated sales tasks and workflows

Although Salesforce provides a range of many different products, its pricing structure for each product is almost identical. There are four plan options, and prices are per user, per month, although all packages are billed annually. The starter plans include important tools for email marketing, team collaboration, task management, and customer service, and upper-level plans offer additional tools for marketing, automation, and process management.

Salesforce has well over 10,000 online reviews and a high rating of 4.3 out of 5. Customers loved the wide range of functionality and said that it was easy to learn and use within both small and large teams. Users also noted that compared to other property management CRM systems, it provided much more extensive reporting and forecasting.

However, some unsatisfied customers noted that the platform takes too much time to learn and the training materials aren’t thorough enough. One user also said they were disappointed that Salesforce doesn’t include a calling feature, which is key for CRM property management. If your CRM needs to have calling functionality, check out Freshsales.

HubSpot reporting dashboard (Source: HubSpot)

• Lead generation: Landing pages, ad management, customized forms, search engine optimization (SEO) recommendations, and blog posts
• Lead management: Live chat, website activity tracking, custom properties, lead rotation
• Email marketing: User-friendly email marketing platform with extensive personalization options, depending on your package
• Task management: Task and activity lists and automatic reminders
• Customer feedback: Gather feedback from customer surveys and automatically import data into the CRM

HubSpot’s CRM Suite offers a package with free marketing, sales, service, content management system (CMS), and operations tools. However, to access the CRM, you must pay for the Starter plan or an upper-level plan. There are only two paid package options for individuals and small teams, although the CRM Suite can grow even further with enterprise-level plans. Annual billing can save you 40%.

HubSpot users reported that the software is easy to use and the training materials online are helpful. One user noted that HubSpot is great for businesses of all sizes since packages include tiered features for every facet of your business. Overall, HubSpot has received a great rating of 4.5 out of 5.

Although HubSpot CRM Suite has in-depth reporting capabilities, users noted that access to reports is limited on starter-level plans. And even though the interface is generally friendly, a few users noted that they will occasionally feel overwhelmed by the platform when trying to make an adjustment. For a property management CRM with more robust reporting and arguably the most user-friendly platform, check out monday Sales CRM.

Copper CRM tools within Gmail (Source: Copper)

• Unlimited pipelines: Customizable pipelines, pipeline data with filters, deal prioritization, and opportunity alerts
• Lead and deal management: Automate workflows, capture and track leads from Gmail, nurture leads and customers with email campaigns, and get real-time alerts on leads
• Reporting and insights: Customizable reporting templates so you don’t have to start from scratch, personalized report templates, and report delivery via email
• Accessible from your Google inbox: Copper communications, automation, and behavior tracking can be accessed easily within your Gmail inbox

Copper provides three paid plans, which are priced per user. The basic plan includes plenty of features for teams, pipelines, email marketing, and reporting, but additional plans increase the contact limit and automation capabilities. With annual pricing, customers receive a 20% discount.

Copper has a great rating from users of 4.5 out of 5. Reviewers enthusiastically reported that Copper was highly customizable and said they loved how simple it was to set up. Users also said that this tool immediately multiplied their productivity and effectiveness by being accessible in their Gmail inbox and having built-in collaboration tools.

An extremely small number of reviewers noted that they experienced glitches with the platform and that it wasn’t as seamless as they had hoped. A few users also mentioned difficulties with billing and communicating with customer support. For an alternative CRM with a Google Workspace integration, consider Zoho CRM.