CRM stands for Customer Relationship Management. An expansion of letters doesn’t really help us understand its meaning.

As a property manager, you have hundreds of communications that come in to you, and need to go out. People tell you things, they ask you things. Then you need to tell them things and ask them things. This occurs in every area of your business: finding and attracting owners and tenants, managing ongoing transactions and interactions, collecting input, and informing people of the things that affect them. The idea behind CRM is that it helps you do this effectively and efficiently, with software.

Harmony embeds CRM into every part of it. There is no separate set of CRM features, rather, the entire software is built to include the CRM model. Here are some places you’ll see CRM in action in Harmony:

Automated notifications of actions you take.

You can set up templates for notification messages for the different actions you take. Are you scheduling a work-order? You can automatically update the vendor, owner, and tenant with unique messages containing the information they need. Did you receive the tenant’s rent? You can automatically notify them. Did you distribute money to an owner? Send them an automated message to let them know how much you just sent to their bank account.

Campaigns and process-involved communications.

Create a series of communications that are launched from a single action. Did an owner inquire about your management services? Set them up with your campaign that begins with a request for them to provide property information, continues with sending them your marketing packet, sends them a prompt to review all that information three days later, and follows up to check in on their decision a week later.

Unified messaging.

Keep all of your incoming and outgoing emails, chats, texts, voicemails, and more all in one place – automatically organized by agent and categorized by tenant, owner, or vendor. View an entire communication history for a person or company, all in one spot. Even track the amount of time you spend in communication with a specific owner.

Integrated communication.

Schedule a follow-up email at the end of a meeting, or schedule a meeting at the end of a phone call. Set a task to pick up the company car from the mechanic after you hear the voicemail letting you know the alternator will be replaced tomorrow by 3pm. Set up a lunch meeting with an owner when they send the email saying they’re coming to town, hungry, next Wednesday.

HERO Harmony uses CRM solutions to ensure you get more done in less time, and nothing falls through the cracks. Your owners, tenants, vendors and staff will love you, while you relax on the beach with the assurance that everyone is kept informed, all the time.