CRM Software for Property Managers

[Austin Arseneau]

Hello Property Managers,

I’m a PM with a small portfolio (fewer than 50 doors) and am looking for software recommendations. I currently use YardiBreeze, which works fine for my basic needs, but I’m looking for a tool that helps me stay on top of the smaller details as I grow.

For example, the basic version of Yardi doesn’t seem to offer a way to track city licensing expirations or provide dashboard notifications for upcoming deadlines. While I can log this information, there’s no built-in system to alert me when something is due, so I end up tracking everything manually in a spreadsheet.

Is there a property management software that offers better tracking and automated reminders for things like licensing, inspections, or lease expirations? Or would you recommend using a project management tool like Monday.com for this?

Looking forward to your insights—thanks, BP Community!

[Clare Pitcher]

We use Appfolio and it has been great to work with and very user friendly!