CRM and operations for condo managers and owners. Product tour

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Building records

Store building identity, address, status, portal settings, modules, and operational notes.

Floors and units

Create units individually or in bulk, then keep occupancy and ownership relationships easy to review.

Property context

Every request, invoice, announcement, document, and booking stays attached to the right property.

How this module works
  1. Create or import the property structure.
  2. Add floors, units, parking, lockers, and common spaces.
  3. Attach owners, renters, staff, board roles, and module settings.
  4. Use the selected property context across the admin workspace.
What is included
  • Property profile and portal settings
  • Building, floor, and unit management
  • Parking, lockers, and occupancy relationships
  • Board member roles, profiles, and resumes
  • Module visibility for the owner portal
  • Audit-friendly activity trail
Manager/admin view

Admin users manage one selected property at a time through the page header selector, so the interface stays focused and avoids duplicate property lists.

Owner/client view

Owners see only the property-facing information they need: enabled modules, community widgets, announcements, documents, requests, and unit details.

See Property Operations in a working property.

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