For property management firms
Websites, CRM and automation for owner enquiries, onboarding and maintenance coordination.
Strategy and implementation for your business. Start with one priority or a connected programme.
Where we can help
Choose a focused improvement or connect your website, CRM and existing property tools. Scope is shaped around your portfolio, team and service model.
Owner acquisition
Clarify your management offer, target owners and portfolio fit. Develop service pages, local search foundations and campaign plans around the properties and areas you manage.
Explore marketing supportWebsite & enquiry routing
Build clear routes for prospective owners, existing clients and tenants. Explain fees, coverage and the next step, while directing maintenance requests to the appropriate existing process.
Explore website developmentCRM & follow-up
Assign owner enquiries, record conversations and track proposals. Set follow-up tasks and stop rules so your team can see the next action without mixing sales enquiries with operational tickets.
Explore CRM and sales workflowsOwner onboarding
Define document requests, task ownership and review checkpoints. Track what is outstanding before a property moves into management, with controlled access and a clear handoff to the portfolio team.
Explore onboarding workflowsMaintenance coordination
Improve intake, acknowledgement and staff assignment around your maintenance process. Connect supported ticketing and contractor tools, with human review of urgency, approvals and unresolved requests.
Explore workflow automationReporting & connected tools
Define owner acquisition and operational measures separately. Connect supported CRM and property tools, or scope custom dashboards, so teams can review pending actions without relying on disconnected spreadsheets.
Explore reporting and custom toolsStart with the constraint
If suitable owner enquiries are scarce, review your offer and acquisition channels. If proposals stall, improve follow-up. If new instructions create a backlog, examine onboarding and the handoff to your management team.
We identify the priority before recommending another subscription or a larger campaign.
Tell us where work gets stuck ↗How delivery works
Map owner acquisition, onboarding and the selected operational workflow. Review tools, access and responsibilities, then agree the priority and baseline measures.
You receiveA process map and prioritised scope with fees and responsibilities.
Implement agreed pages, CRM configuration or integrations. Test routing, duplicate requests, missing documents, permissions and staff handoffs.
You receiveWorking improvements checked against agreed acceptance criteria.
Document ownership and train the team. Review implementation measures and decide whether further work or ongoing support is useful.
You receiveOperating guidance and an implementation review.
AI with a defined role
AI-assisted classification can help separate owner enquiries from routine administrative messages. Approved acknowledgement drafts can support your team. Fixed-rule tasks can flag missing onboarding items or overdue follow-up.
Maintenance urgency, financial approvals, tenancy decisions and legal communications stay with authorised people. We define permitted actions, approved data, review and fallback before implementation.
Present your management service clearly and make recurring explanations easier to share.
Edit team interviews and approved property footage into management-service introductions and owner onboarding guides.
Turn your supplied walkthrough recordings into listing videos and short social edits, with accurate property details.
Produce portal walkthroughs, maintenance-request guides and updates from approved recordings, with scripts and captions.
Remote production only. You supply footage or approved assets; we handle the agreed strategy, editing and exports. Posting and account management are separately scoped.
Your firm checks property details and permissions. We do not create misleading property imagery or expose resident information, access details or private documents.
We can scope work for residential, commercial and mixed portfolios. Owner acquisition, onboarding and maintenance workflows differ by portfolio and service model, so we confirm fit and requirements before proposing a project.
Yes. A website update, owner campaign page, CRM setup or one onboarding workflow can be a standalone project. Deliverables, fees and responsibilities are agreed upfront.
Not by default. We review the tools you already use, supported integrations and access requirements. We prefer improving the process around useful existing systems. Compatibility and custom development are confirmed during scoping.
AI can assist with administrative classification and drafts based on approved information. People review uncertain requests and remain responsible for maintenance urgency, approvals and client decisions. Permitted actions and fallback are defined before implementation.
No. This offering focuses on marketing and administrative workflows. Tenant eligibility, screening, leasing decisions, legal notices and emergency responses are outside the automated workflows described here.
We agree the minimum information each workflow needs, access permissions, storage and supplier requirements during scoping. Tenant records, identity documents, financial information and property access details do not belong in marketing analytics or this enquiry form.
Your next step
Share your firm website, portfolio type, current tools and main priority. We will review your brief and reply within two business days about fit and next steps.
Describe the business process only. Do not include tenant records, identity documents, financial details or property access codes.
Book a discovery call ↗Scope and fees agreed before work begins. Sending a brief does not commit you to a project.
sid@purplescale.com