LeadSimple Blog
Data entry is one of the mundane, time-consuming tasks in property management since so much of the work of property managers is data-centric. It's time to flip that on its head and make your data work for you instead of you working for your data! Here are 8 ways you can utilize your data and make it work for you.
Data entry is one of the mundane, time-consuming tasks in property management since so much of the work of property managers is data-centric. It's time to flip that on its head and make your data work for you instead of you working for your data! Here are 8 ways you can utilize your data and make it work for you.
No more manual data entry! Auto-populate all the info you need at the exact point in the process where you need it - into task instructions, subject lines, emails, and texts. This can be lease end dates, property addresses, owner or tenant names, current rent, delinquent rent, and more!
Use your data to power your late rent process from start to finish! Have the process start automatically when rent is late, send emails and texts, then update automatically to the correct stage when rent is paid. Learn more about running your delinquency process in LeadSimple here.
Tenant not renewing their lease? Have your upcoming tasks automatically update based on info added throughout the process. Build branches and conditional steps into your processes and use your data to power those conditions. You can even use Zapier to automatically update a process based on an owner’s or tenant’s response. Learn more here.
Put your processes on Autopilot - use your data to automatically start your processes at the exact time when they need to be started. No more forgetting to get a process started!
See everything at your fingertips right when you need it. Customize your process dashboards to include relevant info like move in dates, lease end dates, and more! Learn more about how to customize your dashboards here.
Have your tasks populate at exactly the right time and never miss another deadline! Set your task and process due dates based relative to your data. This might look like setting utility changeover tasks for 3 days prior to move in, or setting the process due date as the current lease end date for the unit.
Utilize Zapier to automatically create documents and populate them with the relevant, up-to-date data directly from your processes! Learn more here.
You can even use Zapier to create custom team notifications in Slack. These can be triggered by processes starting, certain steps being completed, or emails being sent. Learn more here.
Learn more about LeadSimple Operations, our direct data integrations with AppFolio and Buildium (and soon to be other property management softwares!), and how we can help you create tenants who never leave and owners who never sell - schedule a discovery call today!
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Aimee is the Content and Customer Education Manager at LeadSimple. She creates training, educational, and other content to help clients achieve success in sales, operations, and the health of their business. When she isn't working, she enjoys the outdoors, crafting, family time, and learning new skills.
Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.
