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For property management companies

Win More Doors With AI-Powered Owner Prospecting.

CRMCoPilot helps property management companies find real estate investors, associations and commercial owners that fit their portfolio, reach the decision-makers, and run consistent outreach.

Find New Property OwnersBook a Demo

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • Residential property managers
  • Multifamily operators
  • HOA & community association managers
  • Commercial property managers
Autopilot agent settings with a destination CRM, schedule and leads-per-day setting
Actual CRMCoPilot product screen.

The problem

Why adding doors is slow

Growth runs on referrals

New management contracts depend on agents, past clients and word of mouth.

Owners are hard to find

Investors often own through LLCs and investment companies, so the decision-maker isn't obvious.

Every segment is different

A single-family investor, an HOA board and a commercial owner each need a different pitch.

Operations crowd out sales

Maintenance calls and tenant issues always win over business development.

What the data coversCRMCoPilot works with company and contact data. It doesn't include property ownership records, tax rolls, rent rolls or vacancy data, and it doesn't connect to property management software.

How it works

From ideal customer to first reply in six steps

  1. Define your ideal customer

    Describe who you sell to in plain English, then refine with filters and the products or services you offer.

    In property managementDefine the owners you want: investment companies, rental operators, associations or developers, by market.

  2. Let AI discover matching prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.

    In property managementSearch and Google Maps search find matching organizations, ranked against your services.

  3. Identify decision-makers

    Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.

    In property managementFind owners, asset managers, managing members and development leads.

  4. Review and enrich

    Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.

    In property managementUnlock verified emails, and phone numbers on paid plans.

  5. Connect to your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.

    In property managementSend owner prospects to your CRM, assigned to your business development lead.

  6. Launch personalized outreach

    AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.

    In property managementRun owner outreach about your reporting, leasing and maintenance, with follow-ups that stop on reply.

AI agents for property management

Four agent workflows to set up for your team

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

Investor Owner Finder

Small and mid-size investors are your best source of new doors.

Runs a saved search for real estate investment companies, rental portfolio businesses and family offices in your market, and delivers new matches on a schedule.

Example input
Real estate investment companies with 2–50 employees within 30 miles of Charlotte, NC
Expected output
Investor companies with owners and asset managers, sent to your CRM

Built with: Saved search + Autopilot (paid plans)

Build an agent for this workflow →
Partly available

Association & Board Prospecting Agent

Community associations switch managers, but boards are hard to reach.

Finds condo and community associations that appear as organizations on the public web and Google Maps, plus any listed management or office contacts.

Example input
Condominium and homeowners associations in Broward County, FL
Expected output
Associations with available contacts

Built with: Google Maps + public web search

Board members are usually volunteers and often aren't in business databases, so contact coverage for associations is limited.

Build an agent for this workflow →
Build it today

Developer & Lease-Up Finder

New buildings need a manager before the first tenant moves in.

Finds developers, builders and commercial owners in your market, with growth and funding signals to spot active ones.

Example input
Multifamily developers and build-to-rent builders in the Phoenix metro
Expected output
Development and asset management contacts

Built with: Keyword + buying-signal filters

Build an agent for this workflow →
Available now

Owner Outreach Agent

Owners hear the same "we'll lower your vacancy" pitch from everyone.

Drafts outreach that speaks to the owner's type of property and situation, with sources, and runs a sequence that stops on reply.

Example input
Owner contact + your services, fees structure and market
Expected output
A personalized multi-step sequence from your Gmail

Built with: AI research and pitch + sequences (paid plans)

Start using this today →

Build a referral partner pipeline too

Many doors come through partners. Prospect for them the same way.

  • Investor-friendly agents and brokeragesAgents who sell rentals to investors often refer management.
  • Real estate attorneys and CPAsAdvisors to landlords and investors in your market.
  • Wholesalers and flippersInvestors who sell turnkey rentals often need a manager to recommend.

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Example

Adding small-multifamily owners in one metro

Illustrative scenario, not a customer story

A property manager with a few hundred doors in Charlotte wants more 4–20 unit owners.

  1. Searches for real estate investment and rental companies with 2–50 employees within 30 miles of Charlotte.
  2. Finds owners, managing members and asset managers, and unlocks verified emails.
  3. Adds investor-friendly brokerages and real estate attorneys as referral partners.
  4. Sends everything to HubSpot, owners to the BD lead and partners to the owner.
  5. Runs an owner sequence about monthly reporting and maintenance coordination, which stops on reply.

A steady list of owner and partner conversations that doesn't depend on referrals alone.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, from $1,500/month

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Property Management questions

Can CRMCoPilot tell me who owns a property?

No. It doesn't have property ownership or tax records. It finds investment companies, rental operators, associations and developers, and the people who run them.

Does it integrate with my property management software?

No. It sends leads to GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce, or to a CSV, and paid plans support webhooks.

Can it find HOA boards?

Partly. It can find associations that appear as organizations online and any listed contacts, but board members are often volunteers who aren't in business databases.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

Is email outreach supported?

Yes. Paid plans send multi-step sequences from your connected Gmail, with AI-written steps if you want them. Sequences stop automatically when a prospect replies, and unsubscribes, bounces and do-not-contact entries are respected. LinkedIn campaigns run through your own Meet Alfred account.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

Start freeBook a demo

Other industries:

Real Estate WholesalingAirbnb & Short-Term RentalsCommercial Real EstateAll industries
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