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CRM IQ
Every customer relationship in one place
Manage every prospect, applicant and resident in one place, with full visibility across every property in your portfolio at every stage of the customer relationship.
Features
One system from first contact to renewal
Manage the full renter relationship from one dashboard. See full customer records for prospects, applicants and residents at any stage without switching systems. Voyager credentials carry over with no new logins or setup. Access renewals, resident ledgers and work orders from the same place your leasing team works every day.
Every conversation in one place
Track every text, email, call and chat, tied automatically to each renter’s record. The communication hub follows agents from screen to screen so nothing gets buried or lost when teams change. Call recordings and AI-generated summaries save directly to contact records. Every interaction is searchable, giving centralized teams full visibility across multiple properties.
AI follow-ups that work like your top leasing agent
Handle every prospect and resident conversation 24/7 with Chat IQ, the agentic AI built into CRM IQ. It reads each situation and acts on it, so every response is specific to that person. When your team steps in, the full history is already in CRM IQ. Follow-ups pull from live data including bed count, move-in date and prior conversations, so every message is personal, not templated.
Renewals on track without the manual effort
Give teams a clear view of every resident approaching lease end in the renewals dashboard. Send proposals, track signatures and monitor the process without leaving CRM IQ. Automated follow-ups keep renewals on schedule so residents get their offer faster and your team spends less time chasing it.
One record for every renter across your portfolio
See your entire relationship with every renter, across every property, in one record. Whether a prospect toured two communities, has an open balance from a prior tenancy or has an application in progress elsewhere in your portfolio, your team sees all of it before making a decision. No calls to other properties. No piecing together history from multiple systems.
Do more than lease, run your entire operation
Approve payables, review POs, run budget comparisons, access resident details and manage work orders all without leaving CRM IQ. Your team can pull a ledger, check a work order or send a renewal offer with the same login they already use. No handoffs, no second system, no extra steps.
Testimonials
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Jordan Sharp
Freeman Webb
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Ebony Landon
JBG SMITH
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Sidneigh Barks
Merrill Gardens
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Arlene Delgado
Highmark Residential
From start to finish, without leaving the system
CRM IQ gives us all our data in one place. We’re able to complete every task from start to finish without ever leaving the system.
No more toggling between systems all day
It takes away all the toggling back and forth into other systems. CRM IQ stays up all day long. You don't close it. So you can always respond to residents and always know what tasks are waiting for you.
Renewals done faster and without friction
The renewal process in CRM IQ is far superior to anything we've ever worked with. It allows our teams to keep track of renewals and residents get their leases in their portal far faster than having to wait and go into another platform.
Simplifies leasing tasks
CRM IQ really breaks down the tasks of a leasing specialist in a very simple form.
Resources
Multifamily operators build stronger relationships with CRM IQ
FAQ
What is CRM IQ?
CRM IQ is the leasing and resident intelligence layer of Yardi Virtuoso Enterprise. It gives leasing teams and property managers a single system to manage prospects, applicants and residents from first contact through renewal, built into Yardi ecosystem. Unlike lead tracking tools that only manage prospects, CRM IQ handles the entire customer relationship including financials, work orders and resident communications without requiring teams to switch systems.
How is CRM IQ different from other CRM and leasing tools?
Most leasing tools fall into one of two categories. Lead trackers manage prospects only; your team still has to go into Voyager for everything that happens after a lead comes in. Standalone CRMs go further but still sit on top of your property management software, which means sync delays, duplicate entry and a second system to manage every time something needs to get done in Voyager.
CRM IQ is native to Virtuoso Enterprise, which means your team can access ledgers, approve payables, manage work orders and send renewal proposals from the same screen they use to manage leads. No sync delay, duplicate entry or task that requires opening a second system.
What AI features are included in CRM IQ?
CRM IQ includes AI rewrite to help agents polish messages directly in the communication hub, AI call summaries that generate a curated recap of every call saved to the contact record and AI call transcripts that make every conversation searchable. Paired with Chat IQ, CRM IQ also delivers personalized follow-ups generated from live Voyager data, specific to each renter’s history and prior conversations.
How does CRM IQ work with Chat IQ?
CRM IQ is built to work natively with Chat IQ, the agentic AI built into CRM IQ. Chat IQ handles prospect and resident conversations 24/7 across chat, email, text and voice. When a conversation needs a human, it moves to your team seamlessly. Agents see the full conversation history in CRM IQ before they respond. There is no separate AI dashboard, no context lost in the handoff and no moment where the renter has to explain themselves twice.
Does CRM IQ support centralized leasing?
Yes. CRM IQ is designed for teams managing multiple properties from one location. The communication hub lets agents handle conversations across channels and communities from a single interface. Portfolio-wide customer records give centralized teams visibility into every renter’s history across any number of properties. Users are already provisioned through Voyager, so there are no new credentials or additional user setup required.
Is CRM IQ connected to Yardi Voyager?
CRM IQ and Voyager are both components of Yardi Virtuoso Enterprise. Leasing agents and managers access financial data, work order history, lease information and resident ledgers directly from CRM IQ because they’re working in the same system. One login, one record and one complete view of every customer relationship.