Owner CRM Module · Included in your subscription

One owner,
multiple properties,
one single profile.

Centralize your owners' contact details, contracts and contacts. What you enter once automatically feeds your statements, emails and owner portal.

✓Included in your subscription✓No credits used✓Automatic synchronization✓FR / ES / EN / DE
MD
Mr & Mrs Dupont
Owner · 2 properties
Portal active
Phone+34 600 12 34 56
Emaildupont@email.com
Contract📄 Signed on 01/03/2026
Properties managed
🏠 Casa Blanca🏠 Villa Breeze
Centralized profile

Everything in
one place.

Contact details, company name if applicable, properties managed: one profile per owner, not per property. An owner with 5 properties? One profile to keep up to date.

✓First name, last name, or company name (SCI, company)
✓Phone number(s), email, address, website
✓Multiple properties attached to one profile
✓Free-text notes per owner
✓Full history kept
✓Fast search and filter in the list
1
Create the profile
Enter the owner's contact details once — company or individual.
2
Attach the properties
Select the properties managed for this owner, even if there are several.
3
Everything syncs
Statements, finalization emails and the owner portal update automatically.
Documents · Mr & Mrs Dupont
Management contract
Signed on Jan 3, 2026
2026 rate amendment
Mar 14, 2026
Insurance certificate
Jun 2, 2026
Contracts & documents

The contract,
always within reach.

Upload the management contract, its amendments, any useful document — each with a date. No more PDFs lost in an inbox.

✓Unlimited document uploads per owner
✓Date attached to each document (signature, amendment…)
✓One-click download
✓Simple deletion and replacement
✓Secure storage, private to your account
Secondary contacts

More than one point
of contact? Add them.

Spouse, partner, local property manager acting on the owner's behalf: add as many contacts as needed on the same profile, no complexity.

✓First name, last name, email, phone per contact
✓As many contacts as needed, in one click
✓Visible directly on the owner profile
✓No access or permissions attached — just a reference
Contacts · Mr & Mrs Dupont
JD
Julie Dupont
+34 600 98 76 54
Spouse
CR
Carlos Ruiz
+34 611 22 33 44
Local manager
+ Add a contact
Owner profile
Mr & Mrs Dupont — updated
→
Owner statements
✓
→
Finalization emails
✓
→
Owner portal
✓
Automatic synchronization

Update once,
everything follows.

Email changes? The portal link stays valid. A new property is attached? Its statements instantly use the right details — no re-entry.

✓Contact details propagated to every attached property
✓Owner portal link stays stable even if the email changes
✓Email and link generated as soon as an address is entered
✓Zero re-entry in statements or finalization emails
No re-entry
Permanent portal link

A preview beats a long description.

Book a free 30-minute demo: a full walkthrough of the platform, tailored to your concierge business.

Book a free demo →14-day trial · no commitment · no credit card
Individual or company

Fits your
ownership reality.

Whether the owner is an individual or a company, the profile adapts.

Individual
First and last name is enough
The standard case: Mr and Mrs Dupont, owners of their second home. The name is displayed as-is everywhere in the app.
→Displayed name: First + Last name
📇 Profile: personal details + properties managed
Company / SCI
The company name comes first
SCI, investment company: enter the company name, it becomes the name displayed first — on the list, the profile, everywhere.
→Displayed name: Company name
📇 Profile: company + secondary contacts if needed
Overview

What you manage,
profile by profile.

Three levels of information, all attached to the same owner profile.

On the owner profile
✓Full contact details
✓Company name if applicable
✓Properties attached
✓Copyable portal link
✓Free-text notes
On each document
✓Document name
✓Date attached (signature, amendment…)
✓One-click download
✓Simple deletion
On each secondary contact
✓First and last name
✓Email and phone
✓Unlimited additions
✓One-click deletion
Full feature set

Everything your owner CRM
needs, in one module.

Centralized profile
One owner, all their properties, a single profile to maintain — never property by property again.
Company name
SCI, company: the displayed name adapts automatically, on the list and on the profile.
Dated documents
Contracts and amendments, each with its date, downloadable in one click from the profile.
Unlimited contacts
Spouse, partner, manager: add as many contacts as needed, no complex linking.
Automatic portal
The portal link is generated as soon as an email is entered, without waiting for a first statement.
Real-time sync
Update once, everything follows: statements, finalization emails and owner portal.
Ready when you are

Ready to centralize
your owners?

Included in the subscription from €29.90/month. No credits consumed.

Get started →View pricing →