Property Management · CRM with AI receptionist
The CRM that answers every rental inquiry — and books the tour
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking property management: the leases pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Jordan Ellis
“Maple Court, Unit 4B”
Captured on the call
Move-in: Aug 1
Value: $1,850/mo
Sample caller — the fields and the stage are the real Property Management template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Property Management template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property / Unit
asked every call→ in the caller's own words
Bedrooms
- Studio
- 1
- 2
- 3
- 4+
Monthly Rent
→ a dollar amount
Security Deposit
→ a dollar amount
Desired Move-In
→ a date
Lease Term
- Month-to-Month
- 6 Months
- 12 Months
- 18 Months
- 24 Months
Has Pets
- Yes
- No
Pet Details
→ in the caller's own words
Number of Occupants
→ a number
Screening Status
- Not Started
- Submitted
- In Review
- Passed
- Failed
- Conditional
Parking Needed
- Yes
- No
Your pipeline, pre-built
Leases move through 5 real stages.
Inquiry, Tour Scheduled, Application, Screening, then Lease Signed — the pipeline a property management business actually runs, not a generic sales funnel. Drag leases across stages, and every stage, color, and label is yours to edit.
- Inquiry
- Tour Scheduled
- Application
- Screening
- Lease Signed
- Inquiry
- Tour Scheduled
- Application
- Screening
- Lease Signed
Maple Court, Unit 4B
Jordan Ellis
Birch Row, Unit 12
S. Osei
Maple Court, Unit 9A
L. Tran
Real template data — these stages and fields exist the moment you pick Property Management.
Everything included, from day one
The whole front office, tuned for property management.
Omnichannel AI Receptionist
Asks which unit, desired move-in, pets, and occupants — then schedules the tour. Screening stays with you.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Email and SMS to your waitlist the day a unit opens — before it hits the listing sites.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions property management owners ask.
- Can it quote rent over the phone?
- Rent and deposit are fields on each lease record, set by you — the AI works from your data, never a guess. It collects the unit, move-in date, pets, and occupant count, and books the tour; applications and screening stay in your hands.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Property Management template tracks — property / unit, bedrooms, monthly rent — and creates the lease in your Inquiry stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Property Management at signup provisions the 5-stage pipeline — Inquiry → Tour Scheduled → Application → Screening → Lease Signed — plus 14 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Property Management template does it for you.
Your next lease could book itself.
Pick Property Management at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.