A managing agent's work is communication and organisation: knowing where every community stands, handling owner requests, and keeping the whole portfolio transparent. Management software starts with a client CRM that holds every community, owner, contract and enquiry in one place — so the whole team sees the same picture and nothing lives only in one person's inbox or on a sticky note.
Around that you switch on what saves hours and reassures owners: an AI assistant that answers the routine questions — "when's the AGM?", "where are the accounts?", "who do I call about a leak?" — by chat and email at any hour, so owners self-serve instead of flooding your inbox; and email marketing that keeps communities updated with reports and notices, and reaches new blocks with campaigns. All on the same data.
It integrates with your website and your quote form: a community that requests a quote lands straight in your CRM, tagged and ready to follow up, instead of an email you might miss. We set it up in the real language of a managing agent — communities, owners, contracts, jobs — connect it to your site, and support you closely, so you spend your time managing, not chasing.