1787 NW 38th AV. Lauderfill, FL 33311 info@total-association.com

Customer Relationship Management (CRM)

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CRM - Effortless Management of the Association

Managing an association involves keeping track of countless details about residents, owners, pets, vehicles, guests, and more. Total Association’s Customer Relationship Management (CRM) system makes it effortless to manage all this information in one place. Unlike other software that only focuses on owners because they pay dues, Total Association goes beyond, managing every aspect of the building’s occupants and their relationships to the community.

Why Total Association CRM?

  • All-in-One System: A truly unified platform that eliminates the need for multiple software solutions.
  • Enhanced Transparency: Ensure all stakeholders, from board members to residents, have access to the right information.
  • Time-Saving Automation: Reduce manual processes and streamline operations.
  • Community-Centric Design: Manage the needs of all building occupants, not just owners.
  • Compliance Management: Stay ahead of expiring documents or policies with automated reminders and notifications

At Total Association, we believe effective management starts with a powerful CRM. By cross-referencing and sharing data across all association aspects, we provide a comprehensive foundation for communication, security, accounting, and beyond. Request a demo today and see how Total Association can transform the way you manage your community.


Key Features

  • Beyond Owners: Track information about residents, guests, pets, and dependents.
  • Complete Profiles: Maintain detailed records of contact info, unit assignments, and emergency contacts.
  • Cross-Referenced Data: Link residents, vehicles, pets, and dependents for a holistic view.
  • Pet and Guest Management: Centralize pet vaccination records and guest declarations efficiently.

  • Communication: Share occupant data for personalized email, SMS, and letters.
  • Security: Provide access control systems with up-to-date occupant and guest data.
  • Accounting: Link CRM profiles to financial accounts for accurate billing and tracking.
  • Vehicles and Parking: Manage parking spaces and vehicle registrations effortlessly.
  • Digital Records: Attach notes and files to any resident, property, or action for quick reference.

  • One-Stop Solution: Serve as the core for all association needs, from communication to accounting.
  • User-Friendly Interface: Easily access and update occupant information.
  • Automated Processes: Nightly tasks ensure compliance for documents, invoices, and more.
  • Real-Time Updates: Reflect changes across all connected modules instantly.

Few Screen Shots

Accounting

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Main Dashboard

The main dashboard offers quick access to essential management tools and insights.

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Property Info

A screen that consolidates all property information and status in one place for easy access.

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Facility Rental

Easily manage facility rentals in the association. Let members reserve through their app.

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Task Manager

Efficiently manage staff workloads by distributing tasks and overseeing results seamlessly.

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Our Contact

Get In A Touch

Feel free to reach out to us with any questions; we're here to help!