Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010.
CRM Integration for Strata and Body Corporate
CRM Integration for Strata and Body Corporate
A strata proposal can sit in a committee's hands for months, passing through a chairperson, a treasurer and an owner's cousin who knows an accountant. A customer record system built around the building keeps all of those people together, with dates, notes and next steps, so no pitch dies from forgetfulness.
For strata and body corporate managers who pitch for buildings and want one clear record per scheme, not scattered email threads and sticky notes.
Why strata sales need building records
Context from how your customers search, compare and book.
Most customer record systems are built around people. In strata the customer is a building and its owners corporation. The chairperson may leave after one meeting, and the treasurer may change by the next. If your records hang on one name, the relationship vanishes when that person steps down.
Each building brings facts that shape the pitch: number of lots, age and type of building, lifts, pool or gym, current manager, contract end date and the date of the next annual meeting. Held in separate emails, they are lost. Held on one record, they tell the salesperson what to say and when to call.
Replies matter even in a slow trade. The owner who raises a change of manager late in the evening may be at a meeting within days. A prompt answer, a named contact and a clear next step show the responsiveness committees say they want and rarely get from their current manager.
After the sale the record keeps its worth. Appointed buildings move to onboarding, with handover tasks and key dates. Lost buildings are tagged with a reason and a reminder to call when the contract next comes up, which in this trade is often the best lead of the year.
Who strata CRM work suits
groups Customer segments
- person Business development managers juggling dozens of open proposals
- person Principals who handle committee relationships personally and want backup
- person Firms with portfolio managers who take over new schemes after appointment
- person Managers who have lost buildings and want a way to return at renewal time
psychology What drives their decision
- check_circle One record per building with every contact attached
- check_circle Meeting and contract dates that trigger reminders
- check_circle Stages that match proposals, shortlists and votes
- check_circle A clean handover from sales to onboarding
How we deliver CRM Integration
A clear, repeatable process built around how strata and body corporate customers search and decide.
1
Design the building record
We list the facts you need on every building: lots, age, features, current manager, contract end, next meeting and who sits on the committee. Contacts are linked to the building, so a change of chairperson is a new contact on the same record.
2
Connect incoming leads
Website forms, call tracking, ad lead forms and email requests create or update a building record automatically. If a second owner from the same building writes in, the system links them to the existing record instead of starting again.
3
Build the proposal pipeline
Stages follow your real process: request received, site visit, proposal sent, shortlist, presentation and vote. Each stage has a task and a due date. A proposal sent without a follow-up task is flagged so it does not drift.
4
Set date-based reminders
Meeting dates and contract end dates trigger reminders ahead of time. Lost buildings are scheduled for a call before their next renewal. A short message template covers each reminder, written by us and approved by you.
5
Hand over and feed back
When a building appoints you, the record passes to onboarding with notes intact. Results go back to the ad accounts, so campaigns learn which buildings signed. We test the whole path with a dummy building before staff rely on it.
handshake
What Strata and Body Corporate CRM Integration includes
Get every inquiry into your CRM (customer tracking system) fast, with its source recorded
- check_circle Building record design
- check_circle Form and call connections
- check_circle Proposal pipeline and reminders
- check_circle Handover to onboarding
- check_circle Win and loss reporting
What you can expect
- verified Every building has one record with all its contacts
- verified A change of chairperson no longer loses the relationship
- verified Proposals are followed up before meetings and renewals
- verified Replies go out quickly to owners who raise a change of manager
- verified Lost buildings are reached again at renewal time
- verified Appointed schemes move to onboarding without retyping
Deliverables you receive
inventory_2 A building-based record layout with lots, features, manager, contract end and meeting date
inventory_2 Automatic record creation from forms, calls and ad lead forms
inventory_2 A proposal pipeline from first request through presentation to vote
inventory_2 Reminders for annual meetings, contract end dates and quiet proposals
inventory_2 Handover steps from sales to onboarding, kept on the same record
inventory_2 Lost reasons and renewal-time calls for buildings that chose another manager
Technical approach
The mechanics behind CRM Integration for strata and body corporate, explained plainly.
Linking people to buildings
A contact can belong to more than one building, which suits owners with several lots and committee members who sit on two schemes. Duplicate checks use phone, email and building address, so the same person is not entered twice.
Date-driven tasks
Dates on the record create tasks automatically. A meeting date sets a reminder to confirm that the proposal is on the agenda. A contract end date sets a call for a safe distance before renewal, and lost buildings are not forgotten.
Connection to management software
Appointed buildings pass to your management system with address, lots and contacts through a connection or a clean export. Levy and financial records are not touched, since marketing data and accounts should stay apart.
What Strata and Body Corporate CRM integration costs
Strata and Body Corporate CRM integration is scoped to the system you already use, or a simple one if you have none. We quote it after a short look at how leads reach you today.
What's included
Lead routing
IncludedEvery lead from forms, calls and ads lands in one place with its source, and goes to the right person.
Reply and follow-up rules
IncludedFast first replies and follow-up steps, so fewer leads go quiet.
Results back to ad accounts
IncludedBooked and lost outcomes tagged, so reports and ad accounts learn which leads were real.
The cost depends on your current tools and how many steps you want automated. Talk to us for a fit.
What to expect from CRM integration
A building record takes some care to set up, but it pays back each time a committee comes round.
Days 1 to 14
We agree the record layout, connect forms and calls, and load your open proposals. Staff are shown where each building lives, who the contacts are and what the next task is for every open proposal.
Weeks 3 to 8
New requests create records on their own, reminders start to fire and the pipeline begins to look like your real work. We tidy the stages your team finds awkward and remove any field nobody fills in.
Months 3 to 6 and beyond
Meetings pass and the first renewal calls go out. Win and loss data builds up, and the system starts to show which kinds of building and which messages lead to appointments.
Other Strata and Body Corporate marketing services
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Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences.
Certified and experienced
Certified where it matters. Accountable for the outcome.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
✓Frequently Asked Questions
Why does a strata manager need a different record layout? expand_more
Because the customer is a building, not a person. Records hold lots, contract dates and committee members so the relationship survives when a chairperson steps down.
Can the system remind us about annual meetings? expand_more
Yes. When a committee shares a meeting date, a task appears ahead of it to confirm the strata proposal is on the agenda. The reminder repeats for the next year if the building is still open.
What about buildings we lose? expand_more
They stay on the record with a reason, such as fees, a personal contact or timing. A call is scheduled before the contract is next due. Many strata buildings reconsider their manager at that point.
Do you write messages to strata committees? expand_more
We draft them and you approve each one. Messages stay factual and polite, and your team decides on fees, terms and anything about the contract itself.
How do you stop one owner's request from creating duplicates? expand_more
Records are matched by building address, phone and email, so a second owner from the same body corporate joins the existing building. If a match is unclear, the system flags it for a person to decide.
Does it connect with our management software? expand_more
Where a connection exists, appointed buildings pass over with address, lots and contacts. Where it does not, a tidy export does the job. We do not touch levies, budgets or accounts.
How quickly should we reply to a proposal request? expand_more
As soon as your team can give a real answer, within the same day where possible. The system shows reply times and alerts a backup person. Even a short note naming who will call is better than silence.
Ready to get more from Strata and Body Corporate CRM Integration?
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