YARDI CRM (Customer Relationship Management)

Yardi CRM™ centralises 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.

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