02 · CRM & Relationships

CRM Dashboard

Relationship center across contacts, companies, communities, property managers, providers, partners, residents, and prospects.

Contacts

Communities

Providers

Partners

Opportunities

Recent Communities

View all

Summit Ridge Estates

Active

Austin, TX · 312 units · PM: Brenda Holt

Coverage

88%

Cypress Hollow HOA

Active

Round Rock, TX · 188 units · PM: Marcus Lee

Coverage

72%

Maple Court Villas

Onboarding

Cedar Park, TX · 96 units · PM: Unassigned

Coverage

55%

Harborview Condos

Active

Georgetown, TX · 240 units · PM: Ellen Park

Coverage

81%

Open Opportunities

View all

HOA

Stonegate Community — full service rollout

Qualification · $84k/yr · B. Holt

Probability

35%

Provider

Apex HVAC — marketplace eligibility

Verification · — · M. Lee

Probability

60%

Preferred Partner

Summit Insurance — partner program

Application Review · $40k referral · B. Holt

Probability

50%

Property Management

Lakeside Greens — automation upsell

Proposal · $22k/yr · T. Jensen

Probability

70%