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
No
API Access
Has API
No
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