CLIENT SUCCESS STORY

Wasatch Group

Wasatch Property Management is a multifamily owner and operator with over 20,000 units across eight states on the West Coast, with nearly 40 years of experience managing communities for residents and investors.

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    The value of having one customer record is very valuable from the marketing side. With Yardi, we have one source and one tool that all our teams can use and that we’re very confident in. From a marketing perspective, having one customer record makes a real difference. With Yardi, all our teams work in the same system using information we trust.

    Kainoa Clark

    Chief Marketing Officer, Wasatch Group

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    There’s less time between the lead and the lease. CRM IQ makes our team more efficient.

    Kainoa Clark

    Chief Marketing Officer, Wasatch Group

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    You won’t find a tool that gives you the data, the integration and the cleanliness that CRM IQ provides. It’s a machine.

    Kainoa Clark

    Chief Marketing Officer, Wasatch Group

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The benefits

Across more than 20,000 units, Wasatch Property Management brought scattered leasing data into one trusted record with Yardi CRM IQ, helping teams move prospects to signed leases faster.

The company

Wasatch Property Management has spent nearly 40 years building a portfolio of more than 20,000 multifamily units across eight states on the West Coast. Its communities serve a range of renters, so teams need technology that can support a large and varied portfolio. As chief marketing officer, Kainoa Clark oversees marketing, prospect engagement and leasing performance across Wasatch’s communities.

The challenge

Too many tools & no clear view of leasing

Before CRM IQ, Wasatch’s leasing and marketing teams worked across several platforms. Data was inconsistent and each team had its own way of working.

This made it difficult for CMO Kainoa Clark to answer an important question: Which marketing efforts were leading to signed leases? Without a reliable view of the leasing process, Wasatch could not easily decide where to invest or measure performance consistently across its portfolio.

The solution

Yardi CRM IQ

CRM IQ gives Wasatch one place to manage prospect and resident interactions, from the first inquiry through renewal. Each customer has one record that connects their communications, applications and leasing history. Automated follow-ups help teams stay in touch with prospects, while built-in reporting shows operators leasing, retention and lead generation performance.

The story

One record & a clearer view

Before CRM IQ, understanding leasing performance meant comparing information from several tools that tracked leads, interactions and conversions differently. CRM IQ brought that information into one customer record. Now leasing and marketing teams work from the same data every day, and Clark can make decisions knowing that on-site teams are using the same information.

Consistent follow-ups & fewer missed details

CRM IQ also gives Wasatch one place to manage prospect and resident communications. Follow-ups happen automatically and every interaction is saved in one customer record. Since they can see the full conversation and pick up where the last interaction ended, on-site teams no longer need to switch between separate systems. This also means prospects and residents get a more consistent experience without having to repeat themselves.

A faster path from lead to lease with AI

Bringing leasing data and communication together has been key to helping Wasatch Property Management shorten the time between lead to lease, and with CRM IQ in place, they’re ready for what’s next. The company has connected its own AI chat feature to the platform, so on-site teams can pick up each conversation effortlessly. With leasing data, communication and AI connected in CRM IQ, Wasatch can move prospects from lead to lease faster while giving on-site teams the context to keep every conversation moving.