Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.
Description
A comprehensive program designed to oversee Owners, Properties, and Billing seamlessly integrates multiple functions for efficient management. Upon logging into the Main Menu, users are greeted with a current list of owners alongside straightforward navigation to all program capabilities. It allows for the tracking of an unlimited number of contacts, including both present and historical owners. The Finance Menu features tools for automatically generating billing invoices, reviewing financial registers, making deposits, reconciling accounts, managing a chart of accounts, settling bills, and editing invoices. Users can view current open invoices, access detailed contact information, print individual invoices, and process payments with ease. The Property Master List is versatile, allowing properties to be assigned to multiple owners and providing a log of property transfer activities. The Main Menu conveniently displays all active owners and includes a contact detail form for each individual. Additionally, the program facilitates multiple auto dues billing options, enabling billing by property or owner with just a few clicks. It also tracks insurance company policies and related actions, includes a search function by category or keyword, and allows for tracking attendance at major events and meetings, enhancing overall organizational efficiency. Users will find that this program not only streamlines the management process but also significantly improves record-keeping and financial oversight.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
BAAC
Founded
1989
Country
United States
Website
mymemberdata.com/hoa%2Fpoa-manager-details
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
HOA
Calendar Management
Committee Management
Document Management
Event Management
Member Communities
Member Directory
Online Payment Processing
Property Database
Website Management
Work Order Management
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management