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How to cut property management admin with your estate agent CRM

How to cut property management admin with your estate agent CRM

01 October 2024

How to cut property management admin with your estate agent CRM
Victoria Crisp

Written by Victoria Crisp

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Lettings Integrations

In their fast-paced line of work, estate and letting agents face regular challenges, especially in today’s climate with the growing legislative burden, and sometimes find themselves getting bogged down with the day-to-day admin.

We get the struggle. To ease the pressure, Alto has integrated with Inventory Base to give agents a better way to handle property management tasks directly inside their property management software.

Just like Alto, Inventory Base is cloud-based and helps with scheduling and producing property inventories, check-in and check-out reports, and inspections.

Our integration with Inventory Base lets estate and letting teams manage their properties, resolve tenant issues and handle maintenance requests in a way that’s both detailed and structured.

You can also simplify your property management by synchronising essential property data, tenant information, and inspection reports in one place.

We’ve outlined below three areas your agency could benefit from using the Inventory Base integration:

Efficiency that saves you time

Integrating Alto and Inventory Base can save customers, on average, 25 minutes on operations, 30 minutes on-site, and 30 minutes on post-production per inspection.

For anyone running letting agent software alongside a busy property portfolio, that kind of time saving adds up fast.

Property management made easier

Our integration with Inventory Base allows agents to import properties from Alto to Inventory Base in real-time and in bulk, removing the need for duplicate entries and cutting set-up times considerably.

Automatic updates for new properties ensure that data is always accurate, up-to-date and consistent. Property managers can handle property information within the Alto ecosystem more easily than ever.

Seamless data flow

The real-time syncing of tenant data with Inventory Base simplifies processes for tenant and owner notifications, signing, and report delivery settings.

This keeps communication clear and operations running smoothly. In addition, Inventory Base stands out with its rapid-fire camera feature, allowing users to capture property details quickly. 

High-quality photographs make sure every detail is clear, while professional and customisable reports tailored to each client’s branding help property managers maintain a consistent and professional image.

Increase productivity within your teams

Centralising all property documents in one location removes the need for multiple logins, tidies up workflows and gives teams more capacity to focus on the work that matters.

Property managers can now instantly return completed inspection reports to Alto, ensuring a smooth and efficient process.

Get more from your team’s time in the field with quick, responsive report templates that can be pre-built with your own layout, pre-defined terminology and responses.

Work with flexibility

Combine hybrid in-house reporting with the flexibility to work with external suppliers, or assign reports to vendors and tenants to complete using Inventory Base’s self-service and Live Inspections features.

With a live dashboard, auto-generated audit trails and instant notifications, Inventory Base is designed to work out in the field, offline or back at the desk with no service interruptions or downtime.

In summary

Save time and work more efficiently with the Inventory Base integration in Alto

  • Reduced setup times, faster tenant notifications and instant report delivery, all with the click of a button
  • This integration centralises all your property data, cutting the time spent switching between systems. With inspection reports instantly synced to Alto, agents using Alto’s estate agency software can move faster, respond quicker and handle more properties with confidence
  • This partnership delivers a practical combination of efficiency, convenience and value for property managers looking to do more with the time they have

Learn more

Learn more about Inventory Base or book a demo to see how Alto and Inventory Base work together in practice.

Victoria Crisp

Written by

Victoria Crisp

Vic is our Senior Content Manager at Alto. Vic is an experienced content professional with a background spanning tech, career development and staffing. Specialising in content strategy and SEO, she leads Alto's content programme, always making sure agents get genuinely useful answers, whether they're searching Google or asking an AI. From practical guides to industry insight, her focus is content that helps agents work smarter.