CRM for Property Management Companies

Win the door, then keep the client.

A CRM built for property management — not a sales tool bent into the shape of one. Capture the landlord, read the call, follow up on its own, sign the agreement, set the client up, and collect the fee. One platform. No HubSpot, no DocuSign, no Calendly.

Free to start · Built and run in Canada · Your data stays yours

The whole lifecycle

A sales CRM stops at “Won”. Property management starts there.

That gap is why managing doors on HubSpot never quite works: the deal closes, and the software has nothing more to say while the actual work — the documents, the owner record, the units, the leases, the tenants — happens somewhere else.

1

A landlord enquires

Your own website widget, a booked meeting, a phone call, a referral — every lead lands in one shared team inbox with the property, the units and where it came from.

2

You get off the call

Drop the transcript in. Ezy AI reads it and offers to fill in the address, units, tenants, rent and what you agreed to do next. You tick what is right.

3

The recap goes out

A short, human recap of the call — written from the file, not a template — so the landlord sees you were listening before anyone else calls them back.

4

Follow-up runs itself

Sequences you write once, sent on their own days, rewritten by AI for that landlord and that property — and stopped the second they reply.

5

They say yes

The management agreement is signed in-platform — your own PDF, fields placed where you want them, optional services chosen at signing. No DocuSign, no printing, no third-party bill.

6

The client gets set up

Winning opens a setup checklist assigned to a property manager with a deadline — documents, owner, property, units, leases, tenant welcome — on their to-do list and their calendar.

Step five in detail: how agreement signing works.

And then the fee collects itself — recurring credit-card payments through your own Stripe account, landing in your owner accounting automatically.

The subscriptions you can cancel

Most property management companies pay for four or five tools that don't talk to each other. All of this is included.

HubSpot

Lead pipeline, follow-up sequences, bulk email — built for landlords and doors instead of generic contacts.

DocuSign

Management agreements, work orders and sign-offs signed in-platform, filed against the owner automatically.

Calendly

Prospects book a meeting online; the booking lands in your CRM as a lead, synced to your team calendar.

Spreadsheets

Who owes what, which deals are live, which clients are still being set up — answered by the system, not a tab.

We are not guessing at what a property management company needs — we run one. Every part of this was built because we needed it ourselves.

Ezy AI

Follow-up that sounds like your company, not like software

Write your sequence once. Ezy AI reads the whole deal — the call, the messages, the property, where it stands — and rewrites every email for that landlord, adjusting the timing to match how the conversation actually went.

You tell it what makes your company different, once, in plain English. Every recap, nudge and sequence email after that draws on it. Say what it must never claim, and that holds too.

Nothing sends without a person reading it first.

What a tailored follow-up looks like

Questions on the St. Thomas proposal?

Hi Adebisi,

Checking in on the proposal for the Renaissance Dr property.

The two things owners usually want clarified are the pricing we discussed and how we handle late or missed rent — including when we start the process and what you're told along the way.

Happy to do fifteen minutes this week if that suits.

Written by Ezy AI from a real lead file. It stops the moment they reply.

Start free. The CRM comes with management.

The full lead pipeline, call reading, recaps, agreements and new-client setup are included with Manage at $29.99/mo + $1/door. Growth at $129/mo + $1/door adds automated sequences, AI tailoring, bulk lead email and card collection.

Questions property managers ask

What is a property management CRM?

A CRM for property management companies tracks landlord prospects — people who own doors and are deciding who should manage them — rather than generic sales contacts. It holds the property, the units, the tenants and the fee discussion alongside the person, follows up automatically until they answer, and carries the deal through the management agreement into setting the client up. A general sales CRM stops at "Won"; a property management CRM keeps going.

Can I replace HubSpot with LandlordEzy?

Yes, for property management work. The lead pipeline, website capture widget, meeting scheduler, follow-up sequences and bulk lead email are all included — built around landlords and doors rather than generic contacts, and with no separate subscription. We replaced HubSpot in our own property management company first.

Does it write the follow-up emails for me?

Ezy AI reads the whole deal — the call transcript, the messages, the property, where it stands — and rewrites your sequence for that specific landlord, adjusting the timing to match the conversation. You tell it once what makes your company different and it draws on that every time. Nothing sends without a person reading it first.

Can I sign management agreements without DocuSign?

Yes. Property management agreements, work orders and sign-offs are signed in-platform and filed against the owner automatically. There is no DocuSign subscription and no per-document fee.

What happens after a landlord signs?

Winning the deal opens a new-client setup: a checklist covering the documents to collect, the owner record, the property and units, the leases and tenants, and welcoming the tenants — assigned to a property manager with a deadline, on their to-do list and their calendar. The final quality check is computed from your actual records rather than ticked by hand.

Can I collect management fees by credit card?

Yes, through your own Stripe account — the money goes to you, never through LandlordEzy. Put an owner on a recurring monthly charge, a one-time start-up fee, or both, with any start date. Each payment reports back into your owner accounting automatically. Included with the Growth plan.

Is it only for Ontario?

The CRM, owner accounting, agreements, screening and listings work for property management companies anywhere in Canada. The LTB-specific tools — N4 and N1 notices, case law, hearing prep — are Ontario law, so those parts apply to Ontario portfolios.

How much does it cost?

Free to start. The full CRM comes with the Manage plan at $29.99 per month plus $1 per door. Growth at $129 per month plus $1 per door adds automated follow-up sequences, AI tailoring, bulk lead email, card payment collection and unlimited documents. The per-door price never changes — only the licence does.

Every lead worked. Every client set up. One platform.

Create a free company account and put your next landlord enquiry through it. Nothing to install, no card to start.