I'm in the process of planning out the build for a property management lead generation CRM and want to get a general idea about how different investors setup the lead generation flows and what information you consider important to help you convert a new lead into a paying resident. Here's what I'm looking for: • What steps do new leads go through in your pipeline to become a resident? (first contact, booking tour, deposit, etc) • What data do you capture & what data would you like to capture in an ideal world? • What platforms do you currently use to manage your lead gen. and what challenges do you have with your current system? Any info you can help me with is much appreciated. Thanks!

@Christopher Leon: Thanks for the quick and detailed reply. I am a part of a startup that has built a smart property management platform that enables move-in-ready smart apartments. We have found that most investors/property managers use a hodgepodge of platforms to manage their properties. The purpose for this CRM is build a seamless lead generation tool that allows leads to flow directly into our platform, so property managers have a single platform that can handle lead generation, property management and accounting. Whenever we start planning for a feature, I like to understand how other investors/property managers outside of our circle currently manage the tasks that we are trying to build for. As we iterate through this CRM we want to be able to manage lead generation, scheduling of tours, deposits, leasing and then seamlessly transitioning that lead into a renter in our management platform automating as much of this process as possible. Any answers I get here will serve as market research to build the best platform possible that is tailored to real world problems property managers face everyday.

What kind of leads are you trying to keep track of? potential tenants? You can probably use contactually as your CRM. You could build a pipeline and base it around your tenant placement process.

Updated over 7 years ago on 04/18/2018. Most recent reply

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Justin M ChristianPoster

Software Engineer / Real Estate Investor
Kansas City, MO

General Landlording & Rental Properties

What Info do You Capture in CRM for Lead Generation

Justin M ChristianPoster

Software Engineer / Real Estate Investor
Kansas City, MO

Posted April 18, 2018 16:08

I'm in the process of planning out the build for a property management lead generation CRM and want to get a general idea about how different investors setup the lead generation flows and what information you consider important to help you convert a new lead into a paying resident.

Here's what I'm looking for:

What steps do new leads go through in your pipeline to become a resident? (first contact, booking tour, deposit, etc)
What data do you capture & what data would you like to capture in an ideal world?
What platforms do you currently use to manage your lead gen. and what challenges do you have with your current system?

Any info you can help me with is much appreciated. Thanks!

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