Use LeadSimple to document, automate and work all of your operational processes including Owner Onboarding, Move-Ins, Move-Outs, Evictions, Collections and more.
It combines your CRM, Communications and Processes into one system. No checklist program has done anything like this.
PM Data Sync
It automatically syncs with your Property Management software to remove data entry and keep the data you need front and center.
It enables more automation using the tools that are built in, instead of using other systems to build automations yourself.
Built for PMs
It's built for property managers from the ground up. All other systems require significant customization to adapt to property management.
Use LeadSimple's powerful stages and workflows to document your entire process and automate key points.
Build calls, emails and text messages directly into your processes instead of creating complex integrations to trigger those activities.
Integrate with your property management software to keep your Owner, Tenant and Property in sync and avoid all double-data entry.
Add conditions to your workflows to only trigger the tasks that are relevant to the specific process you're working on.
Integrate with Zapier to generate documents, send mailers, and trigger actions in other software you use.
Set process deadlines and set task due dates against the deadline to make sure they get done on time.
Trigger tasks based off a custom date field like the move-in or lease expiration date to make work happen when it should.
Include video or written instructions for each step of the process so that your employees can work a process with minimal training.
Stop a process from continuing until a specific task or set of tasks has been completed.
Set some tasks to "required" so that every important task gets completed regardless of what stage the process is in.
Set contact roles to automatically pull in Owner Tenant or Vendor data when you create a new process.
Add fields for any data you want to track on your processes that LeadSimple doesn't include by default.
We'll review the processes you'd like to implement to determine the best way to configure them in LeadSimple.
We'll fully implement your processes into your account so they are ready for you and your team to utilize.
We'll equip you and your team to use the software, manage processes and build new ones on your own.
Tired of trying to systematize and dropping the ball? Give LeadSimple a try or talk with us to see if LeadSimple is right for you!
"The last thing I wanted to tell my team is that we were going to be switching systems again... when we started with LeadSimple they immediately said, 'we love it!'"
- Jason Wolf, Utah Property Solutions