Occupella keeps your leads on one board, drafts the reply to each one and flags the ones that have gone quiet. You send every reply yourself, from your Gmail today, and by text once the carriers approve your number.
Five stages: New, Contacted, Scheduled, Applied and Leased. Renters and owners looking for management both fit on it.
The Leasing board, with example data.
A walk-in, a phone call, or a message from anywhere Occupella doesn't watch. A name, a phone number or an email is enough.
When someone applies in Buildium, their lead is created or moved to Applied. When they're added to a lease, it moves to Leased.
Sending the first reply moves a lead to Contacted. You can move any lead by hand, or mark it as not pursued and keep it for your records.
The first reply is your company’s template, filled in with the lead’s details, so you read it and send. After that, Occupella drafts from the conversation so far and lists what it noticed about the lead.
Every message to a prospect is checked against fair housing rules right before it sends. If it fails, it is stopped and you can revise it.
Sending takes a manager or an admin.
Email replies go out from your own Gmail address.
A lead’s drafted reply, with example data.
A lead still in play with no contact for 3 days or more is flagged, coldest first. It also shows up in the Today strip at the top of your Inbox.
The cold list and the Inbox reminder, with example data.
US carriers vet every business that sends texts, and the review takes about ten to fifteen days. Until it clears, nobody on any plan can text a lead, including us. Email replies work from day one.
Not a shared number. It is bought and set up for you the day the carriers approve your business.
A text to your number creates a lead, or joins the lead it belongs to, and the message is logged. Nothing is sent back on its own.
Occupella rings your cell first, then connects you to the lead from your business number. The call is logged on the lead.
You give your legal business name, whether you have an EIN, your address and a contact. Occupella writes the campaign description, the opt-in language and the sample messages the carriers review.
Leasing is included on Pro and Scale. It isn’t part of Starter or the free trial.
The trial covers everything except Leasing, which opens when you pick Pro or Scale. No card to start.