LeadSimple gives property managers the essentials: CRM, process workflows, and shared inbox. Whether you are starting from scratch or want to improve an existing account, we help you implement, optimize, and automate every part of LeadSimple so your team can work more efficiently and consistently.
Who This is For
- New users who want a complete build-out of LeadSimple - from CRM to processes to shared inbox setup.
- Existing LeadSimple clients who need stronger adoption, redesigned workflows, added automation, or better use of underutilized features.
How We Work
Our approach to LeadSimple focuses on clarity and ease of adoption. We ensure the system is not just set up, but that your team can actually use it with confidence.
- Business Review: We learn your priorities and current gaps, whether in lead management, communication, or process execution.
- Roadmap Creation: We design a phased plan to roll out CRM, process workflows, and shared inbox in a way your team can adopt smoothly.
- Extract Knowledge: We capture the best practices already in use by your team - from how you manage leads to the way you handle renewals and resident communication - and translate them into LeadSimple workflows.
- Build & Configure: We set up pipelines, templates, inboxes, and workflows so the system matches your operations.
- Training & Rollout: We guide your team through the transition, making sure everyone is comfortable and confident.
- Ongoing Optimization:We refine over time, helping you scale adoption and add functionality as your business grows.
Platform-Specific Benefits
Here are some of LeadSimple's core features that make it shine in property management:
- CRM Pipelines: Manage new owner leads and sales opportunities in a simple, trackable pipeline.
- Process Workflows: Standardize leasing, renewals, onboarding, and day-to-day property management tasks with easy-to-follow workflows.
- Shared Inbox: Keep all resident, owner, and lead communications in one place, ensuring nothing gets lost.
- Templates & Rules: Use email and SMS templates along with basic routing rules to streamline communication.
- Integrations: Connect with your property management software natively in their software. For other integrations, use Zapier directly in LeadSimple.
What We Can Do For You
- Full LeadSimple account setup and build-out
- CRM pipelines, workflows, and inbox configuration
- Audit and restructure existing accounts
- Training and rollout support
- Ongoing refinement and adoption support
Why Work With Us
LeadSimple may be simple by design, but we know how to make it powerful in practice. With the right setup and guidance, its core tools can become the foundation for smooth and consistent operations.
Our experience ensures your LeadSimple account is not just technically set up but also aligned with proven property management practices. That means your team gains efficiency, your communication becomes consistent, and your operations become easier to manage.