CRM and operations for condo managers and owners. Product tour

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Owner profiles

Track contact details, communication preferences, demographics, portal status, and linked units.

Renter contacts

Associate renters through the unit relationship, without redundant owner fields.

Custom fields

Add property-specific profile fields for owners, renters, or staff when the standard profile is not enough.

How this module works
  1. Add or import owners and assign them to units.
  2. Add renter contacts through the unit relationship.
  3. Capture emergency contact details and custom profile fields.
  4. Use the same profiles for messaging, announcements, requests, and billing context.
What is included
  • Owner CRUD and impersonation
  • Renter CRUD with note fields
  • Gender, birthdate, and birthday reminders
  • Emergency contact details
  • Custom fields by module
  • Owner portal account linkage
Manager/admin view

Managers work with profile cards and CRUD screens that follow the same data table and form conventions used across the app.

Owner/client view

Owners can maintain their own profile and security settings from the owner portal without exposing admin-only profile controls.

See Owners & Renters in a working property.

The product tour shows the real screens for this workflow, with clear explanations for each step.