Real Estate Software: Evaluating The Best Ways to Automate Your Processes


The real estate market is known to require a significant level of human interaction, but to what extent is the human touch really necessary for delivering a high-quality service for each and every customer?

The human-intensive nature of real estate creates a large margin for human error. Poor lead management, documentation, appointment coordination, tenant screening, and maintenance supervision are just a few examples of tasks/processes that are difficult to execute consistently without the assistance of automation software working in the background.

“Real estate is a market that is ripe for technological disruption. Whatever can be automated should be automated!” – Jyotirmay Samanta, How to Automate Your Real Estate Business?

Some of you property managers out there may claim that diving headfirst into the automation craze sweeping the business world is not such a good idea, as it undermines the face-to-face interactions that play such an important role in the field.

This is not entirely wrong, but all things considered, deciding to ignore new ways of streamlining processes will leave you in the dust as your competitors continue to find new ways of being more efficient.

Plus, some industry thought leaders believe that automation actually humanizes the property management experience even more:

“One of the most effective ways to humanize the property management experience is by providing better communication. Figuring out what residents want in order to improve service can be a complicated and daunting task. But today, a company can easily leverage automated surveys and other forms of real-time communication to glean real, useful feedback from residents.”Doug Brien – How Technology And Automation Humanize The Property Management Experience

Recently, it was reported that total investment in real estate tech has ballooned from $33 million in 2010 to more than $5 billion in 2017. That is nothing short of astounding, especially when you consider the market’s volatility over the past decade.

Technology is driving the evolution of real estate, and market players need to keep up if they want any hope of leading the charge.

Real estate software has matured – don’t get left behind!


Needless to say, the tremendous amount of investment in real estate software and process automation over the past handful of years is changing the game for good, and those working in the industry are looking to get the most out of it.

How you can go about “getting the most out if it” is a question we’ll be addressing in this post.

First, a quick overview of some of the most popular real estate software currently on offer, followed by a look at more general tools that can help you automate various processes, and then a run-through of Process Street templates that will have an immediate impact on how efficiently you perform property management tasks.

The general purpose of the article is, in other words, to gain a basic, high-level understanding of what automation capabilities are offered by a selection of specialized real estate software, how they compare with more general productivity tools and how Process Street’s real estate templates can integrate with these tools to drive long-term productivity.

Improve and help automate your property workflows with Process Street

Before looking at other pieces of software you can improve your workflows with, watch the Process Street webinar below to learn how Process Street is stellar software for property management, and how it can be linked with automation tools such as Zapier.

A quick look at 3 popular real estate software providers



AppFolio is a leading property management software provider that enables the management of all kinds of property including apartments, residences, and commercial real estate. It is an all-in-one solution that includes features such as online owner and renter portals, online applications and leases, online payments, built-in screening, maintenance requests, mobile inspections, bulk text messaging, accounting and reporting and a mobile app.

The software’s rich feature set and automation capabilities has received excellent feedback from its users, making it a popular choice amongst medium-large property management firms.

To learn more about how AppFolio can help you automate your leasing flow from marketing to move-in, check out this video.



Buildium is a property management platform that specializes in streamlining the tenant-rental owner relationship by offering customizable rental applications, tenant screening, lease tracking, automated rent collection, and other handy features including a full general ledger for accounting. In fact, some loyal users have commented that the financial reporting is the best thing about Buildium.

However, there is a lot more to the platform than streamlining the tenant-owner relationship. Buildium addresses all aspects of property management. For example, when you list a new vacancy, the software syndicates it with several major apartment listing services including Zillow, Trulia, and Craigslist.

The platform is entirely cloud-based, so requires no additional hardware or software installations and can be accessed from anywhere.

While its cheapest pricing package comes in at $45/month and goes all the way up to $1800/month, the majority of its users are more than satisfied with the service they receive.

The service is currently used by over 12,000 property managers and 175,000 property owners; numbers that will surely continue to rise as they look to bring in more enterprise-level customers.



Propertyware, a subsidiary of RealPage, is another cloud-based, end-to-end property management platform that helps you manage the entire renter life-cycle.

While it’s feature set isn’t quite as comprehensive as Buildium’s, it has received excellent feedback from it’s growing user base and is arguably more suitable for small-medium size property management firms.

Unlike Buildium, Propertyware integrates with QuickBooks, so if you already manage your accounting there, this may be an easier transition for you to make.

Applying general productivity tools to real estate

So we’ve taken a look at 3 popular real estate software choices that are helping property management firms centralize and efficiently manage all of their processes.

Now I’m going to run through a few excellent tools that can be easily applied to real estate processes and offer greater integration capabilities than AppFolio, Buildium and Propertyware.

Perhaps you are just starting out in property management and feel as though a comprehensive platform like the ones mentioned above are not worth the investment. Or even if you an enterprise-level management firm, you may be looking for other ways to automate processes and engage your employees located in multiple locations by integrating a complex ecosystem of software tools.

Wherever you fall in the spectrum of property management, the following tools can be applied equally to helping you grow your business.



Zapier is a simple yet powerful automation tool that connects over 1000 applications with “zaps” that are, in essence, basic automation rules.

All of the tools that I’m going to mention in this section integrate with Zapier and can, therefore, be connected with numerous property management tools you may already be using.

Below are some of the most popular real estate apps that integrate with Zapier. You can see more options here. And here are the 12 best real estate software apps that Zapier recommends for agents.


Listed below are a few benefits that you can achieve through Zapier’s integrations. For an in-depth description of how you can achieve them along with examples of specific zaps, check out this article.

  • Follow up with new leads quickly
  • Add new leads to your CRM
  • Save files automatically
  • Schedule showings instantly
  • Instantly share information with agents, buyers, or sellers (or all three)
  • Automate reporting on new leads and sales
  • Automate contract management

“Zapier, I learned, should’ve been my first route, because it makes the communication between the two apps work in a cinch.” – Jonathon Kerester, Managing Broker, Realty Investment Advisors

To read more about how Jonathon uses Zapier to reduce follow-up time by 90%, read this case study. It will give you greater insight into how your real estate firm could leverage Zapier to automate mundane tasks and focus on closing more deals.

Below are a few zap suggestions that enable the benefits listed above.

Zoho CRM


Zoho CRM is a popular tool among real estate agencies, and for good reason.

Unlike many of the other CRM software tools out there, Zoho has designed specific features for real estate professionals, and offers free integrations with tools like Zillow. As stated on their website:

“The free Zillow integration gives you a consolidated view of any property’s availability, address, home value, comparable homes, and Zestimates®, right from within Zoho CRM.”Zoho CRM, Real Estate

You can easily invoice and bill your clients using Zoho CRM’s inventory management features, and automatically share custom-built email and invoice templates.

The advantage of being able to connect to all other Zoho platforms is another significant advantage. For example, with Zoho Phonebridge, you can choose from over 25 telephony providers like RingCentral, Vonage, and Amazon Connect, and add integrated click-to-call, automated call recording, call logging, and analytics to your Zoho CRM account.

Also, don’t forget, numerous tasks you execute through Zoho CRM can be automated through its integration with Zapier.

Automating real estate processes with Process Street checklists

Process Street is a simple process and worflow management tool on a mission to make recurring work fun, fast, and faultless for teams everywhere.

With our smart checklists, you can easily document processes, assign tasks to team members, collaborate, and track the progress of every process you need to execute with our template overview feature.

In our template library, we have a selection of property management checklists that can be integrated with your existing tools to automate communication (both internally and externally), data collection, task completion and much more.

Explore our integration with Zapier to see what kind of automation rules you could set up with your tools.


Here are some of our most popular property management checklists that you can access for free and customize however you want:

Let’s run through a quick use case to demonstrate how you can automate real estate processes using Process Street. This particular integration will run a Process Street checklist when a new lead is added to Zoho CRM.

  • A property management firm wants to track new high value leads in Zoho CRM
  • For each new high-value lead, the company wants to run a tenant screening checklist to ensure consistency and comprehensive vetting

Process overview:

  • A zap will be created to connect Zoho CRM and Process Street
  • When a new lead is added, a tenant screening checklist will be automatically created
  • Lead details from Zoho CRM will be automatically filled into the checklist to keep information centralized

With a free Zapier and Process Street account, you can set this zap up right now in a matter of minutes.

Just click ‘Use this zap’ below to get started.

You can read a more detailed use case of our integration with Zoho CRM here.

For more insight into how property management firms implement our checklists to automate processes and increase productivity, read this case study on a customer that manages over 3500 homes with Process Street.

What kind of process do you automate in your real estate business? Are there any other software tools that you think deserve a mention? Let me know in the comments below! 

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Alex Gallia

Alex is a content writer at Process Street who enjoys traveling, reading, meditating, and is almost always listening to jazz or techno. You can find him on LinkedIn here

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