Contactually CRM (discontinued) vs. Yardi Voyager

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.

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Yardi Voyager is best suited for users in the multifamily and commercial real estate space, and can be used across a wide range of employee roles, including management, leasing, maintenance, operations, asset management, ownership, and more. On the leasing side, Yardi Voyager is best paired with either Yardi CRM or Yardi CRM IQ (Yardi's newest feature program), as they bring a more robust CRM product that helps with managing prospects and residents. Yardi Voyager houses operations for the majority of integrations across a wide range of industries and vendors, and it comes highly recommended by those industries and vendors when it comes to use of APIs and cross functionality

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• Syncing to email
• Design and interface
• Support team

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• The out-of-box reports are comprehensive and dynamic, in that you can drill down into specific data columns to see more detail.
• The setup of properties is simple and intuitive, and not that different from other multifamily software competitors, which helped with the transition.
• The residential Manager dashboard hosts a great snapshot of the property management performance of a property in real-time. It is easy to locate current occupancy, leasing activity, and maintenance request data.

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• Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
• The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
• Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
• Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting

• In my experience there's a fairly steep learning curve for a new user to be able to navigate the system
• While there's diverse functionality, many items seem buried in menus or obscure places, particularly the first time you're trying to find them
• Getting used to the refresh functionality in some parts of the system can be challenging if you're used to a system that automatically updates when new filters are applied

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Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.

We have invested 5 years of setup, implementation and training on Voyager. It's doing a very good job for us and I feel we've only scratched the surface of its capabilities. Yardi support has been very responsive with very little down time. The training materials are great from Client Central

Incentivized

Overall it is a reliable and relatively easy product to utilize. No Property Management Software is simple to implement, so a return on investment is delayed and care should be made to ensure that this platform does everything you need for it to do. Experience and knowledge in SQL programming language is helpful, as there are many SQL reports and scripts available to be able to better utilize the software. It takes time to find the ones useful and the ones that resolve hiccups.

The local office is very knowledgeable, however recently it seems that Yardi has begun to route calls offshore and the knowledge base there does not seem to be as strong as the USA based support centers. All customizations are done by offshore personnel, which presents issues in terms of the language barrier and time zone differences.

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If you are converting from another system, grouping your properties by subsidy type seemed to help us. We were able to focus on a half dozen properties at a time, rather than the entire portfolio.

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It seemed to have everything that I wanted and wasn't too expensive.

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Citrix and Argus are property management tools that each fill a function. Citrix is used to track real time payments, while Argus is used for modeling and cash flow analysis. Yardi combines many of the features between the two. Though it is more difficult to use, fully integrating Yardi into a company could save time and money and standardize many of the finance operations of Real Estate asset management firms.

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• It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.

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• Streamlined our business
• Ease of use
• Plugin in updates are a pain point. I think when Yardi has updates that they should have vetted it and that us the client shouldn't have to test thousands of plugins to see what is different. Just leaving the information on client central for the end user to look at, at their leisure is in my opinion not the best way to handle, you should send out updated white papers to the SPOCS to let them know what changes are coming.

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