Property managers can track calls in AppFolio by using a phone integration such as SimpleVoIP’s CRM Connect extension. Because AppFolio does not include a built-in phone system, teams often have to log calls, search for contact records, and keep track of follow-up tasks, which can be time-consuming. SimpleVoIP connects your phone system directly to AppFolio, automatically logging calls, recording interactions, summarizing notes using AI, and displaying caller information without manual entry.

Why Manual Call Tracking Fails Property Managers

Most AppFolio users track calls by hand by writing notes after each conversation. As the number of calls increases, this method increases in flaws such as:

• Notes that are inconsistent across different team members
• Contact records are searched for mid-call, leaving them on hold
• Missed calls are unrecorded and not addressed
• Follow-ups are forgotten
• People not on the call are unaware of what was discussed and with whom

In order to close these gaps, an integrated phone system is needed. CRM Connect is built to log calls, record calls, identify callers, and provide AI summaries.

How SimpleVoIP’s CRM Connect Solves the Problem

SimpleVoIP is an official AppFolio Stack™ App Partner and built CRM Connect to specifically work inside the AppFolio Property Manager app. This product turns manual, inconsistent, and unorganized call tracking into an easy, automatic process your whole team benefits from.

How It Works

A call comes in:

• The matching tenant, owner, or vendor record pops up in the browser.
• Your team sees who is calling, their property, and information about their history before answering the call.

During the call:

• The call is recorded and transcribed if enabled.

After the call:

• An AI generated summary is created automatically.
• The call, summary, and recording are all logged directly into the AppFolio contact record without any manual entry necessary.

When a call is missed:

• The call is still logged
• Nothing is overlooked or lost

For outbound calls:

• Phone number inside the AppFolio system are highlighted and clickable to call
• Your team can directly dial the number through the contact record

Additional Features of CRM Connect

Every team member has access to a centralized communication system for every contact and you can see how it works by watching this video. Here are it’s features:

• Automatic call logging: calls saved to AppFolio contact records
• AI-generated summaries: key details captured without manual note-taking
• Call recordings/transcriptions: accessed directly from the contact record
• Sentiment Analysis: flags calls that may need attention/follow-up
• Screen pops: matching contact record automatically opens when a call comes in
• Click-to-call: dial any number in AppFolio records with one click
• Missed call logging: every missed call is recorded
• One-to-one SMS: text tenants directly and log conversations
• Community alerts: schedule voice broadcasts to tenant groups for notices, reminders, and announcements

Who Benefits From CRM Connect?

CRM Connect is designed for property management companies using AppFolio Property Manager who want to centralize communication between the company and its tenants.

It is the right fit for teams managing a high number of calls across multiple properties, companies where multiple staff members communicate with the same tenants or owners, and organizations that have struggled with organizational issues such as missed follow-ups or incomplete/inconsistent call notes.

If you’d like to learn more about CRM Connect, please contact us here.

Frequently Asked Questions