Property management CRM

CRM for Property Management Companies

Revenue Sol helps property management teams capture and route inquiries from prospects, tenants, owners, and vendors while keeping property, unit, issue, and conversation context together. It can support approved scheduling, reminders, invoices, payment links, and follow-up, but staff remain responsible for lease, legal, safety, and maintenance decisions.

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Supported connections

QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget

Availability and setup requirements vary by plan and provider account.

Calls and inquiries

What residential property managers and local management teams need to capture

Start with the customer's actual request, preserve context, and route decisions that require staff expertise.

Tenant maintenance request

Collect property, unit, issue, access permission, timing, and customer-reported safety indicators, then route by the management team's policy.

Rental inquiry

Capture desired property, move-in timing, household needs, contact permission, and viewing availability without making screening decisions.

Owner or vendor call

Identify the property and reason, attach the history, and assign the next action to the correct manager or vendor coordinator.

Intake

Information to collect before the handoff

  • Caller role: tenant, prospect, owner, or vendor
  • Property and unit
  • Issue or request in the caller's words
  • Access permission and preferred timing
  • Existing work-order or lease reference
  • Best callback channel

Relevant features

The Revenue Sol tools used in this workflow

  • Role-based inquiry intake
  • Property and unit context
  • Conversation history
  • Task routing and reminders
  • Appointment scheduling
  • Invoice and payment links

Example workflow

From first property management inquiry to a closed customer record

1

Identify caller and property

Match the inquiry to the right contact and property context before routing.

2

Classify the request

Apply approved categories for leasing, maintenance, owner service, billing, or vendor communication.

3

Route and schedule

Assign staff or offer only configured appointment types; urgent and sensitive cases go to a person.

4

Maintain the record

Keep updates, appointments, invoices, payments, and follow-up on the same customer timeline.

Human handoff

Cases automation should not decide

  • Emergencies and immediate threats to life or property
  • Lease interpretation, screening, fair-housing, or legal decisions
  • Security deposit, eviction, dispute, or accommodation requests
  • Maintenance diagnosis and vendor authorization

Setup requirements

What your team must configure

  • Property and unit reference process
  • Caller-role routing rules
  • Maintenance categories
  • Emergency instructions
  • Leasing calendars
  • Manager and vendor escalation contacts

Verified pricing

Core CRM starts at $99/month

The AI Employee and AI receptionist begin on Professional at $199/month. Growth is $399/month. Annual billing and current limits are listed on the pricing page. Facts last verified September 4, 2026.

FAQ

Frequently asked questions

It is a CRM and revenue operating system, not a claim to replace every specialized trust-accounting, lease, or property-ledger requirement.

No. Configure explicit emergency instructions and immediate human escalation. Revenue Sol should not provide emergency or legal judgment.

It can offer configured appointment types and available slots after collecting the approved prospect details.

Professional includes up to four users and Growth up to fifteen; current limits are maintained on the pricing page.

Map Revenue Sol to your property management workflow

Use the live demo to review intake, routing, booking, follow-up, billing, and human handoff before choosing a plan.

Product evidence

Inspect the workflow before you buy

No invented customer stories or performance promises. Use the live demo to evaluate the actual product and decide where automation fits your team.

See the full workflow

Explore how an inquiry moves from conversation to contact, booking, estimate, invoice, payment, and review request.

Use one customer record

Calls, messages, appointments, jobs, and billing activity stay connected to the same CRM record.

Keep people in control

Configure business rules, approval points, and human handoff for conversations that should not be automated.

Core CRM plans start at $99/month. AI Employee availability begins on Professional. 14-day trial for approved, verified businesses. Facts last verified September 4, 2026.