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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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 Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

HOA

Calendar Management No 
Committee Management No 
Document Management No 
Event Management No 
Member Communities No 
Member Directory No 
Online Payment Processing No 
Property Database No 
Website Management No 
Work Order Management No 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties No 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing No 
Portfolio Management No 
Rent Tracking No 
Residential Properties No 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

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