Sales CRM

A CRM that speaks vacation rental

Generic CRMs track deals. VacayOps tracks doors. Run your owner-acquisition pipeline on the same platform that runs your operations — one contact record from first inquiry to first guest.

app.vacayops.com/crm
Owner Pipeline4 Hot Leads
Lead12
JM
J. Martinez
5 unitsCoastal
RK
R. Kowalski
2 unitsMountain
DP
D. Patel
8 unitsUrban
Contacted8
SL
S. Lawson
3 unitsLakefront
AW
A. Wright
1 unitCabin
Proposal4
TH
T. Hernandez
4 unitsResort
NB
N. Brooks
2 unitsBeach
Signed3
KF
K. Fischer
6 unitsMixed
LM
L. Morgan
3 unitsCoastal
Monthly Goal:15 new units
9/15
Owner Pipeline

Every prospect owner, one board

Drag contacts from Inquiry to Connected to Agreement Sent to Won. Leads flow in automatically from your website's contact form, management inquiry form, revenue estimator, and AI chat assistant — each card tagged with its source.

  • Kanban pipeline with color-coded stages and last-touched timers
  • Call, text, or email a lead straight from the card — the phone system is built in
  • Bulk-select, tag, and move contacts; full-text search across every record

Lead sources, captured automatically

Revenue EstimatorManagement FormContact FormAI Chat AssistantManual Entry

Your website and softphone feed the same pipeline — no forms tool, no dialer subscription, no sync.

Revenue Estimator

Close owners with your own numbers

Estimate what a prospect property earns using comps aggregated from your actual reservation history — bucketed by market, bedrooms, and amenities like pools and hot tubs. Then go deeper: full underwriting with cap rate, cash-on-cash return, and NOI.

  • Address autocomplete, amenity adjustments, and conservative/expected scenarios
  • Investment underwriting: financing, operating expenses, and return metrics
  • Export a PDF for the owner; results save to the contact record automatically
Revenue Estimate — 3BR, Smoky MountainsComps: your portfolio

Annual Revenue

$68,400

Avg Nightly Rate

$287

Occupancy

71%

Cap Rate

8.2%

Cash-on-Cash

11.4%

NOI

$41,900

Illustrative numbers — your estimates are built from your own booking history.

Agreements & Onboarding

From signature to live listing, no re-entry

Send e-sign management agreements from the pipeline with per-owner fee splits and LLC signing entities. When the deal is won, one click creates the owner record and kicks off a five-stage onboarding pipeline: form, property setup, photography, listing build, publish.

  • Full audit trail on every agreement: sent, viewed, consent, signed — with IP and signature hash
  • One contact can hold multiple properties and sign each under a different LLC
  • Owner onboarding form collects door codes, WiFi, HOA, and care preferences — then the property goes live in operations
Management AgreementSigned
  1. Sent

    Tokenized signing link emailed to owner

  2. Viewed

    Opened — IP and device logged

  3. Consent given

    E-sign consent recorded

  4. Signed

    Signature captured, SHA-256 hashed, PDF generated

  5. Onboarding

    Owner record created, onboarding form issued

Your growth engine and your ops platform share one record

No handoff, no export, no $50-per-seat CRM bolted on with connectors.

Owner record sync

Winning a deal syncs the contact into an owner record — the same record that powers statements, invoices, and the owner portal.

Onboarding pipeline

Five stages from signed agreement to published listing, with tokenized owner forms and stage timestamps.

Communications built in

Calls, SMS, and email live on the contact card. VacayOps AI answers guest texts and calls on the same platform.

Smart import

Bring your book of business in via CSV or Excel — deduped by email and entity, indexed for search on arrival.

Multi-property, multi-LLC

One owner, many properties, different signing entities and fee splits per agreement. The data model expects it.

Every lead captured

Estimator sessions, website forms, and AI chat conversations become pipeline cards with their source attached.

One platform. One invoice. From $15 per property.

Every software feature on this page is in the base rate — no per-seat fees, no feature gates, no connectors. Our whole price sheet is three numbers: $15/property, $5/device, $7/line.