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Property CRM | Xheris
🤝 Property CRM

Unified Relationship Management

Powerful CRM designed for property management. Track leads, manage tenants, coordinate with owners, and maintain vendor relationships all in one platform.

Xheris CRM Dashboard

Complete Contact Management

Manage all your property relationships in one place.

👥

Contact Database

Centralized database for all contacts including prospects, tenants, owners, contractors, and vendors with custom fields.

🎯

Lead Management

Track prospects from inquiry to lease signing with lead scoring, automated follow-ups, and conversion tracking.

📞

Communication History

Complete timeline of all interactions including calls, emails, messages, and meetings for every contact.

🔔

Task & Reminders

Set follow-up tasks, lease renewal reminders, inspection schedules, and automated workflow triggers.

📊

Pipeline Management

Visualize and manage leasing pipelines with customizable stages and automated status updates.

📝

Custom Fields

Create custom fields and tags to track any information relevant to your property management workflow.

📈

Analytics & Reports

Track conversion rates, occupancy trends, tenant satisfaction, and vendor performance with detailed reports.

🔄

Automated Workflows

Create automated sequences for lead nurturing, tenant onboarding, and renewal campaigns.

📧

Email Integration

Sync with Gmail, Outlook, and other email platforms to automatically log all communications.

Why Choose Xheris CRM

Transform your property relationships.

1

Increase Lease Conversions

Convert more prospects into tenants with organized lead tracking, automated follow-ups, and never miss an opportunity.

2

Improve Tenant Retention

Track tenant satisfaction, proactively address issues, and automate renewal campaigns to reduce turnover.

3

Strengthen Owner Relations

Keep property owners informed with automated reports, performance updates, and transparent communication.

4

Optimize Vendor Management

Rate contractor performance, track service history, and build reliable vendor networks for all properties.

5

Save Time

Reduce administrative work with automated tasks, templates, and workflows that handle routine follow-ups.

6

Data-Driven Decisions

Make informed decisions with analytics on lead sources, conversion rates, tenant demographics, and market trends.

Who You Can Manage

Complete stakeholder relationship management.

Prospective Tenants

✓
Lead capture from website & listings
✓
Showing scheduling & follow-up
✓
Application status tracking
✓
Automated nurture campaigns
✓
Conversion funnel analytics

Current Tenants

✓
Lease & contact information
✓
Payment & balance history
✓
Maintenance request tracking
✓
Renewal campaign automation
✓
Satisfaction surveys & feedback

Property Owners

✓
Property portfolio overview
✓
Financial statement distribution
✓
Performance reports & KPIs
✓
Communication preferences
✓
Owner portal access

Vendors & Contractors

✓
Service history & specialties
✓
Performance ratings & reviews
✓
Insurance & licensing tracking
✓
Work order assignment
✓
Invoice & payment tracking

Build Stronger Relationships

Manage all your property relationships with Xheris powerful CRM platform.