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CLIENT SUCCESS STORY
Beacon Communities
Beacon Communities develops and manages affordable multifamily housing across the east coast region of the United States, with nearly 45 years of experience creating high-quality homes and investing in the residents and communities they serve. Headquartered in Boston, the company oversees approximately 20,000 units.
Using CRM IQ aligns with our single stack mentality, which is to have all the information in one ecosystem.
Suzanne Amato
Vice President of Property Marketing, Beacon Communities
Prospects have a choice like never before. A platform like CRM IQ allows us to have our finger on the hot button of what’s happening in the industry.
Suzanne Amato
Vice President of Property Marketing, Beacon Communities
We expect to see close to $60,000 a year in savings by replacing our former system with CRM IQ.
Suzanne Amato
Vice President of Property Marketing, Beacon Communities
Products featured
The benefits
Beacon Communities eliminated a redundant resident communications platform, saving close to $60,000 annually. CRM IQ’s real-time dashboard and automation tools keep leasing teams nimble and responsive across a diverse affordable housing portfolio.
The company
Beacon Communities is a Boston-based affordable housing developer and property management company with nearly 45 years in the industry. Beacon is dedicated to providing high-quality homes and strengthening the communities it serves.
The challenge
Disconnected workflows & growing market complexity
The affordable housing industry continues to become more competitive and complex. In recent years, Beacon Communities found its leasing and marketing teams working across multiple disconnected platforms to complete daily tasks. Teams were constantly toggling between systems to find information, introducing friction and limiting their ability to respond quickly to market shifts. At the same time, the dynamics of affordable housing leasing are evolving. With waitlists no longer a given in every market, understanding the resident demographic and pivoting advertising strategies in real time became critical capabilities. Beacon needed a single, integrated solution that could give its teams the information and tools to move at the speed the market required.
The solution
Yardi CRM IQ with Communication Hub
Yardi CRM IQ is a full-cycle CRM platform purpose-built for multifamily and affordable housing operators. Its Communication Hub enables leasing and marketing teams to reach prospects and residents through a single, unified channel and replaces the need for standalone communication tools. Combined with real-time dashboards and built-in automation including templated emails and auto-responders, CRM IQ gives on-site teams visibility into who is engaging, where gaps exist and how to pivot quickly.
The story
One platform, one source of truth
Before CRM IQ, Beacon team members were navigating a fragmented technology environment. Property staff toggled between multiple platforms throughout the day, assembling information from different sources just to handle routine leasing and communications work. Beacon was running a separate platform solely for resident and prospect communications, an expense that would become avoidable once CRM IQ was fully in place.
Beacon is in the process of implementing CRM IQ across its entire portfolio. When complete, the team will use CRM IQ’s Communication Hub as its sole channel for communicating with residents and prospects. By retiring its legacy communication platform, Beacon expects significant cost savings. “we’re going to recognize close to $60,000 a year in savings by only using CRM IQ and the communication hub feature,” said Suzanne Amato, vice president of property marketing for Beacon.
Built for the pace of lease-ups
For Beacon’s marketing team, one of the highest-stakes use cases for CRM IQ is lease-ups. In affordable housing, lease-ups often involve filling multiple income tiers simultaneously, from 30% to 80% AMI alongside market-rate units in mixed-income communities. Beacon’s stakeholders have embraced CRM IQ specifically for this scenario.
“When you’re in a lease-up, you need to be nimble. You need to pivot quickly,” said Amato. CRM IQ’s real-time dashboard gives the marketing team immediate visibility into who has been engaging with the property and where advertising strategy may need to shift, enabling them to respond to market signals without delay.
Automation as a force multiplier
Beyond communications consolidation, CRM IQ’s built-in automation tools have changed how Beacon’s on-site teams spend their time. Features like templated emails and auto-responders handle routine follow-up, freeing staff to focus on higher-value work. Amato describes the platform as functioning like an additional team member. “We look at it as almost like having an assistant on your property because of the different ways in which the platform can help our teams,” said Amato.
CRM IQ’s alignment with Yardi’s broader platform means that the information Beacon teams need is in one place, reducing friction and supporting the kind of responsive, mission-driven work that defines the organization.