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Updated 2 days ago on . Most recent reply

CRM Software for Property Managers
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!
Most Popular Reply

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