Loading...
✓ Award-Winning Cloud CRM Software Since 2003

Complete Property Management with Seamless QuickBooks Integration

Streamline your rental property business with cloud-based CRM that connects tenant management, lease tracking, and QuickBooks accounting in one powerful platform.

22+

Years Serving Real Estate

100%

QuickBooks Sync Accuracy

24/7

Cloud Access Anywhere

Zero

Duplicate Data Entry

The Challenge of Managing Rental Properties

Running a property management business is profitable but complex. Property managers face multiple challenges that drain time, create inefficiencies, and limit growth potential.

The Daily Struggles Include:

Monitoring Properties: Permanently monitoring properties to ensure they are safe and well-maintained

Payment Processing: Managing large volumes of monthly rent payments from multiple tenants

Document Tracking: Tracking leases, renewals, and tenant documentation across scattered systems

Financial Records: Maintaining accurate financial records and cash flow visibility

Duplicate Entry: Handling duplicate data entry between property management and accounting systems

Financial Reporting: Generating timely financial reports for property owners and stakeholders

Maintenance Coordination: Coordinating maintenance requests and vendor relationships

Performance Tracking: Ensuring accurate property valuations and investment performance tracking

Traditional property management approaches rely on disconnected tools, manual processes, and time-consuming data entry that prevents property managers from focusing on what matters most: maintaining tenant relationships and growing their business.

The Ultimate Property Management Solution

Salesboom CRM Rental Property Management Software with QuickBooks integration is the ultimate tool for real estate businesses. This web-based solution streamlines your accounting cycle, manages cash flow accurately in real-time, and gives you complete control over every aspect of your property portfolio from anywhere, at any time.

Seamless QuickBooks Integration

The power of QuickBooks and Salesboom together dramatically increases your organization, internal understanding, and ultimately powers your business growth. Since 2003, Salesboom has been serving real estate firms with comprehensive property management capabilities, financial reporting, and seamless accounting integration.

Comprehensive Property Management Platform

Salesboom CRM for property management is a user-friendly, cloud-based platform designed specifically for real estate companies. The solution delivers comprehensive accounting, lease tracking, and communication tools through easy-to-navigate dashboards.

Core Capabilities Include:

  • Complete property portfolio management from a single platform
  • Tenant and lease document management with automated workflows
  • Real-time financial tracking and cash flow monitoring
  • Maintenance request coordination and vendor management
  • Automated rent collection and payment processing
  • Document storage and retrieval for leases, inspections, and agreements
  • Communication tools for tenants, owners, and staff
  • Mobile access for on-the-go property management

Seamless QuickBooks Integration

For property managers who prefer QuickBooks accounting software, Salesboom offers powerful integration tools that connect your CRM software with your QuickBooks company account. This QuickBooks plug-in eliminates duplicate data entry and ensures your financial data stays synchronized across both platforms.

If you're already using QuickBooks, Salesboom CRM seamlessly syncs your existing QuickBooks files with powerful cloud CRM software for improved efficiency. Simply enter property management details once, and the data automatically updates across both systems without any redundancy.

Why QuickBooks Integration Changes Everything

QuickBooks is the best accounting software for small and mid-sized businesses. Accountants love and prefer it because QuickBooks is powerful, versatile software that works for any business—from construction companies and pharmaceutical firms to attorney offices and property management businesses.

Salesboom's integrated CRM tools with QuickBooks enable you to sync income and expense transactions for specific portfolios to designated QuickBooks company files. This fluid data integration delivers transformative benefits.

Eliminate Duplicate Data Entry

The integration between CRM and QuickBooks eliminates the need for duplicate data entry entirely. Enter information once in either system, and it automatically synchronizes. This saves valuable time that you can redirect toward maintaining long-lasting relationships with tenants and growing your business.

Real-Time Financial Oversight

Gain better oversight of your investment properties with real-time financial data that flows between systems. Track income, expenses, and property performance instantly without waiting for end-of-month reconciliation. Calculate property values accurately and access the reports you need when you need them.

Customized Financial Reporting

Utilize powerful customization tools for tailored financial reporting that meets your specific needs. Create custom reports for property owners, generate portfolio performance analyses, and track profitability by property, tenant, or time period.

Automated Alerts and Workflows

Set up email alerts to expedite accounts payable and receivables. Receive notifications for late payments, upcoming lease renewals, maintenance due dates, and financial thresholds. Automation ensures nothing falls through the cracks.

Multi-Location Data Sharing

Our on-demand CRM software solution enables you to share financial data online with property owners, staff, and other stakeholders who may be in different locations. Everyone accesses the same real-time information, improving collaboration and transparency.

Complete Property Management Tools in One Platform

Property Portfolio Management

Manage unlimited properties with detailed profiles including addresses, specifications, ownership details, and financial performance metrics. Track occupancy rates, maintenance history, and investment returns across your entire portfolio.

Tenant Relationship Management

Maintain comprehensive tenant profiles with contact information, lease history, payment records, and communication logs. Track tenant satisfaction, renewal likelihood, and support issue resolution.

Lease Management

Store and manage lease agreements digitally with automated reminders for renewals, rent increases, and lease expirations. Generate lease documents from templates with electronic signature capabilities.

Rent Collection & Financial Tracking

Process rent payments online, track payment history, and automate late payment notifications. Monitor cash flow, generate financial statements, and maintain accurate accounting records.

Maintenance Management

Receive, prioritize, and track maintenance requests from submission to completion. Coordinate with vendors, monitor costs, and maintain equipment maintenance schedules.

Document Management

Store leases, inspections, insurance policies, and vendor contracts in a centralized, searchable repository. Maintain version control and access documents from anywhere.

Owner Portal

Provide property owners with secure portal access to view financial statements, property performance metrics, maintenance activities, and communication logs.

Analytics & Reporting

Generate comprehensive reports on occupancy rates, financial performance, maintenance costs, and tenant satisfaction. Customize dashboards to monitor key performance indicators.

Mobile Access

Manage properties on the go with mobile-responsive interface. Approve work orders, check payment status, access documents, and communicate with tenants from any device.

Simple Implementation Process

Getting started with Salesboom CRM and QuickBooks integration is straightforward. Our implementation team guides you through each step to ensure a smooth transition.

Step 1: Data Migration

Import your existing property, tenant, and financial data from spreadsheets, legacy systems, or current software. Our migration tools and support team ensure data accuracy and completeness throughout the transition process.

Step 2: QuickBooks Integration Setup

Connect your QuickBooks account to Salesboom CRM through our secure integration. Configure sync settings, map accounts, and establish data flow rules to match your accounting structure and business processes.

Step 3: Workflow Configuration

Configure automated workflows for rent collection, maintenance requests, lease renewals, and financial reporting. Customize the system to match your business processes, ensuring the platform works the way you work.

Step 4: Team Training and Onboarding

Train your team on the integrated platform through live sessions, video tutorials, and documentation. Role-based training ensures each team member understands their specific functions within the system.

Step 5: Go-Live and Ongoing Support

Launch your integrated property management system with confidence, supported by our expert team. Ongoing support ensures you maximize the platform's value as your business grows and evolves.

Powerful Financial Insights for Better Decisions

Keep your reports at your fingertips, accurately, with Salesboom CRM and online QuickBooks featuring an all-in-one software solution. The integrated platform transforms raw data into actionable insights that drive better business decisions.

Portfolio Performance Dashboards

Monitor key performance indicators across your entire portfolio at a glance. Track occupancy rates, rent collection percentages, maintenance costs, and profitability by property, enabling data-driven portfolio optimization.

Owner Financial Statements

Generate professional financial statements for property owners showing income, expenses, and net operating income. Customizable templates match owner preferences, and scheduled delivery automates monthly or quarterly reporting.

Cash Flow Forecasting

Project future cash flow based on lease terms, historical payment patterns, and planned maintenance expenses. Accurate forecasting enables better financial planning and ensures adequate reserves for property needs.

Property Valuation Reports

Calculate property values accurately using comprehensive financial data, maintenance history, and market comparisons. Support property acquisition decisions, refinancing applications, and portfolio valuations with detailed reports.

Tax Preparation Support

Simplify tax preparation with organized financial data categorized appropriately for tax reporting. QuickBooks integration ensures consistency between operational records and accounting records, streamlining year-end tax processes.

Manage Properties On the Go

Modern property management requires mobility. Salesboom's web-based platform works seamlessly on mobile devices, enabling property managers to handle critical tasks while visiting properties, meeting tenants, or working remotely.

Mobile Capabilities:

  • Approve maintenance work orders while inspecting properties
  • Check tenant payment status before lease renewal conversations
  • Access lease documents during property showings
  • Photograph property conditions and attach to maintenance records
  • Respond to urgent tenant requests from anywhere
  • Review financial dashboards between appointments
  • Generate and send lease agreements electronically with digital signatures
  • Coordinate vendor schedules and track completion status in real-time

Full Functionality Anywhere

The mobile-responsive interface adapts to phones and tablets, providing full functionality without requiring separate mobile apps. Property managers stay connected and productive regardless of location.

Access your complete property management system from any device with an internet connection. No downloads, no installations—just instant access to all your property data, tenant information, and financial reports.

Ready to Streamline Your Property Management Business?

Discover how Salesboom CRM with QuickBooks integration can transform your property management operations. Schedule a personalized demo to see how our platform saves time, improves accuracy, and helps you manage more properties with less effort.

Schedule a Demo Start Free Trial

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

Explore Professional
Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

View Enterprise
Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

Discover Team

Explore Our CRM & Business Tools

Discover powerful solutions for property rental, construction, sales intelligence, QuickBooks integration, and more.

Property Rental CRM

Manage tenants, leases, payments, and maintenance requests with a dedicated rental CRM solution.

Learn More
Project Management Tools

Track and manage projects, tasks, timelines, and team collaboration — all within your CRM.

View Tools
Construction Management CRM

A comprehensive CRM for construction businesses to manage clients, contractors, projects, and more.

Discover More
Sales Intelligence

Unlock AI-powered insights to identify sales opportunities, forecast revenue, and optimize your pipeline.

Explore Insights
QuickBooks Connector

Seamlessly link your CRM data with QuickBooks for real-time financial syncing and automated bookkeeping.

View Datasheet
QuickBooks Integrated CRM

Boost your business efficiency by combining CRM functions with your QuickBooks accounting software.

Learn More