Yardi CRM™ centralizes valuable customer and contact information in the single Yardi Voyager™ database. Leveraging the browser-based Voyager platform and the ease-of-use of Microsoft® Outlook, Yardi CRM provides real-time access to all activities relating to your customers, prospects, and leasing pipeline. The step-by-step workflow automates the leasing process.
Key Features
Voyager can be opened directly from Outlook
Outlook emails are automatically attached to the Voyager contact record
Sales Manager dashboard to monitor performance of leasing agents
Leasing Agent dashboard for easy navigation to prospects and customers
Record of all email and other activity related to leasing and renewals
Deal “wizards” for quick data entry
Pipeline reporting and analytics
Outlook integration for email, contacts, and calendar items
Marketing brochures, mass emails, and campaign management
Yardi Portal™ integration for real-time availability and document sharing
Increase Productivity Improve the efficiency of your customer-facing staff using Yardi CRM as the hub for all day-to-day leasing activities. Yardi CRM puts leasing data at your agents' fingertips in an easy-to-use interface with role-specific dashboards and data drill down. For sales managers, Yardi CRM provides real-time visibility into their team’s leasing activities.
Streamline Leasing Yardi CRM provides greater visibility into all leasing activities, with a holistic view of your customers that affords insight that leads to better business decisions. The solution automatically tracks leads from Yardi Portal, and reduces the time needed to close deals by streamlining the leasing process through document generation and automated workflows. Tight integration with Outlook means you can access all CRM related data from within Outlook.
