Create the profile
Contact details, owner type, notes.
Owners · CRM
One owner, multiple properties, one single profile.
Contact details, contracts, contacts and properties: everything about your owners, in one place and synced with your statements and their portal.
- Included in your plan
- Synced with your statements
- FR · ES · EN · DE
Mr & Mrs Dupont
IndividualProperties
Casa BlancaBlue Marinero
Documents
Open the owner portalManagement contractsigned 12 Jan 2026PDF
Identity documentPDFPDF
Profile updated
Statements and portal synced
How it works
Everything in one place.
The profile holds the owner, their properties and their contacts. Statements and portal follow.
Assign the properties
One owner can have several.
Everything stays in sync
Statements, emails and the owner portal follow on their own.
Contracts & documents
The contract, always within reach.
Contracts, amendments and identity documents stay on the profile, dated and ready to download.
- Unlimited documents (contracts, identity documents…)
- Contract dates attached
- Download in one click
- Secure storage
Documents · Mr & Mrs Dupont
Management contract 2026PDF · 12 Jan 2026Download
Fee amendmentPDF · 3 Apr 2026Download
Identity documentPDFDownload
Contacts
More than one point of contact? Add them.
The primary contact and the secondary contacts live on the same profile.
- Name, email and phone
- Unlimited secondary contacts (company, accountant, family…)
- Visible straight from the profile
Contacts · Mr & Mrs Dupont
Jean Dupontprimary
jean.dupont@example.com
+34 600 000 112
Martel officeaccountant
martel.office@example.com
+34 600 000 248
Sync
Update once, everything follows.
A change on the profile reaches the statements, the emails and the owner portal.
- Contact details pushed to statements and emails
- Owner portal link stays the same
- Works for individuals and companies (the company name takes priority)
✓ Owner profile→✓ Statements→✓ Emails→✓ Owner portal
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In detail
Everything the profile brings together.
Central profile
Contact details, contracts and properties on one profile.
Several properties per owner
All attached, one owner portal.
Individual or company
The company name takes priority on documents.
Dated documents
Contracts and ID, with their date.
Unlimited contacts
Company, accountant, family: as many as you need.
Internal notes
Kept on the owner profile.
Automatic owner portal
Created with the profile, with a stable link.
Quick search
Find an owner or a property.
Go further
Statements and portal, tied to the profile.
Common questions
Questions about the owner CRM.
Can one owner have several properties?
Yes: one profile, every property attached, and a single owner portal.
Can I manage companies?
Yes: choose “Company”, and the company name becomes the main name on documents.
Where are documents stored?
In secure storage, accessible only from your account.
What happens if I change an email address?
The new address is used for the next statement emails; the owner portal link does not change.
Included in your plan
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