The property management CRM with rent, leases, and compliance built in

A generic CRM knows a tenant's name and phone number. This one also knows which unit they rent, what they paid last month, who fixed their sink, and what the lease says. That is the part a spreadsheet never kept up with.

One record per tenant, across every lease

Every tenant you have ever added lives in one directory. Open a profile and you see their contact details, your notes, their leases with you, and a timeline of invoices, work orders, and messages in date order. When someone renews or moves to another of your units, the history stays with them.

  • Search the tenant list by name, email, or phone
  • Tags, notes, and saved views you set up yourself
  • Notes, invoices, work orders, and messages on one timeline
  • Duplicates caught by email, and you can merge two profiles into one

Vendors and leads in the same system

The plumber you call at 10 at night belongs in the same place as the tenant who called you. Vendors sit in a directory by trade, and your team rates the work on each work order. Inquiries from your listings go to a lead inbox that shows where each one came from and where it stands. The vendor directory and the lead inbox are on the Growth plan and up.

  • A vendor directory by trade, with a 1 to 5 rating you can give on each work order
  • Leads from your listings land in one inbox with a status you can see
  • Every lead moves through the same statuses
  • Import your tenant list from a spreadsheet; export it on Growth and up

What counts as a CRM here

The list below is what ships today. If a CRM feature is not on it, LeaseRooster does not do it yet.

Tenant records

Name, email, phone, tags, and notes, deduplicated by email. A tenant who moves between your units keeps one profile. If two profiles turn out to be the same person, merge them.

Activity timeline

Notes, invoices, work orders, and message threads for one tenant, in date order, on the tenant page.

Vendor directory

Every vendor with a trade, email, phone, and notes, on the Growth plan and up. Your team rates the job 1 to 5 on each work order. Stop using someone and you can mark them inactive.

Lead inbox

On the Growth plan and up, inquiries from your listings arrive with a source and a status: new, contacted, invited, converted, dismissed, or spam.

Import and export

Bring tenants, properties, units, and leases in from CSV or Excel. You see a preview before any record is created. There is an undo for 24 hours. Use it only on an import that added new records, not one that matched or updated records already in your account. Export any of them, or everything in one ZIP file, on the Growth plan and up.

What it does not do yet

There are no reminders on tasks, no way to add fields of your own, and no separate owner accounts for managers who work for other landlords. Better you read it here than find out after you sign up.

Start with the tenant list you already have

Upload the spreadsheet, check the preview, and your tenants land in the directory. Free for your first 3 units.