Property and Unit Management

Manage all of the details of your properties marketing brochures, property maps, floor plans, upgrade packages, contracts, associated vendors, and status reports all in one place. In addition to storing the critical pieces in one central location. you can automate processes and procedures to guarantee nothing slips through the cracks. Automate email notifications for key milestones in the sales process; even automate reminders to send thank-you cards once a deal closes.

You can also view real-time reporting of unit sales by site so you can monitor progress and see which marketing tactics are most effective.

Unit Pricing

CRM Elements for Real Estate includes a very flexible pricing model to accommodate various types of pricing strategies. In addition to specifying a base price for each unit, you can also assign unit premiums that define additional amenities unique to each unit that will increase the unit's total price. In addition, you can determine whether you want to bundle parking and storage spots in each unit's price.
Unit Price History

Prices change rapidly in real estate, and our price history feature will date and time stamp every single change made in a unit's price, in addition to capturing which user made the change. This price history allows you to audit the system for any malicious activity in addition to letting you calculate the total price increases for your project.
Unit Listing Information

Capture all of the data unique to each unit such as square footage, assessments (HOA fees), property taxes, number of bedrooms, and so on. You can add and remove new data fields as needed for your unique needs.
Unit Rental Information

If you're converting apartments into condos, you can enter all of the apartment rental information to help you decide how you want to transition each apartment.

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Sonoma Partners

Property and Unit Management

Unit Pricing

Unit Price History

Unit Listing Information

Unit Rental Information