If you want to grow your property management portfolio, your CRM is full of untapped potential just waiting to be discovered. By integrating your real estate CRM with your property management software, you can make sure nothing falls through the cracks – whether it’s a new investor looking for management services or a landlord who’s ready to sell.

 Let’s explore how you can turn your CRM into a lead generating machine for your property management services.

1. Filter for the best leads

Your CRM is packed with data, but how do you find the best property management leads? That’s where property filtering comes in. You can slice and dice your database based on ownership, investment interest or location to find the most promising contacts. The more targeted your outreach, the better your chances of converting new properties for management.

 TIP: Tag your high-potential leads (like investors and landlords) in your CRM, so you can filter and follow-up with them when the time is right.

2. Automate your follow-ups

Once you’ve identified a good lead, it’s all about the follow-up. With Agentbox, you can automate the whole process– send timely emails, reminders or texts without lifting a finger. When someone’s interested in property management, automation helps you stay top-of-mind.

TIP: Set up automated email sequences that provide valuable content (like property management or maintenance tips). It’s an easy way to build trust and keep leads engaged.

3. Leverage referrals like a pro

Referrals are one of the easiest ways to generate property management leads. Got a buyer who’s an investor? Sales can send that referral from your Agentbox CRM straight to your property management team in Console Cloud. The goal? No missed opportunities for either side.

TIP: Encourage your sales and property management teams to use this referral system. The more they tap into it, the more leads you’ll be able to generate.

4.  Maximise your prospecting power

One of the most powerful tools in your arsenal is the ability to examine properties under management right in your area. Having access to valuable insights on properties currently being managed allows you to tailor your approach to potential clients. This integration between Agentbox and Console Cloud doesn’t just bridge gaps, it opens doors to innovative strategies for targeted prospecting across both property management and sales.

Here’s how it works: With just a few clicks, you can effortlessly identify properties from your rent roll directly within Agentbox. Utilise intuitive filters such as ‘include’, ‘exclude’, or ‘show only’ to refine your search and zero in on the perfect prospects. Whether you’re targeting potential vendors or landlords, this feature enables you to craft personalised messages that resonate with your audience.

5. Use data to convert more leads

It’s great to have a lead, but the real magic happens when you convert that lead into a long-term client. With the right real estate CRM, you can access valuable data – like market trends, comparable properties and rental insights – that help you demonstrate value to clients. By providing data-driven insights, you’ll be better positioned to win over prospects and secure new management contracts.

TIP: Use detailed reports and data insights from your CRM and your property management software to show client show your services can help boost rental income or reduce vacancies. Numbers speak louder than words!

When used correctly, your CRM is a powerful asset for generating property management leads. By filtering for the best prospects, automating your follow-ups, leveraging referrals and using data to convert leads into long-term clients, you’ll be on your way to growing your property management portfolio. But there’s even more you can do to stay ahead.

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