Great robust CRM with customizable options, fairly easy workflows, and solid support.
September 15, 2020

Great robust CRM with customizable options, fairly easy workflows, and solid support.

Maria Clara Daly | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Yardi Voyager

We use it as a CRM for a multi-site senior living organization spread across multiple states, to handle all our leads, move them through the sales funnel as well as connect and maintain the records once someone has moved in and ideally try to use it to track our marketing efforts as well as sales management/sales efforts.
  • Ability for manager to easily oversee/switch between communities
  • User permission throttling to ensure focused areas of access
  • Diverse custom reporting with several editable user fields available
  • 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
  • With ability to customize user fields, great way to aggregate external data
  • Open API structure helps reduce user error by automating some entries that come in from the web
  • Robust source and sub-source tracking (with ability to create new ones) when utilized correctly can be very useful when pinpointing efficacy of marketing efforts
While the likes of some other CRMs may be a bit more diverse and robust in their inbuilt integrations and available bolt on's, I feel Yardi is a great, fairly flexible tool without becoming too overwhelming for choice. While it's easy to be wowed by a lot of shiny potential features in a product demo, ultimately the salts of a product come down to if it can be used cleanly, effectively, quickly, and with minimal errors. I feel Yardi provides exactly that. Additionally, their customer support and extensive documentation libraries available to users are absolutely stunning, and I've always been really pleased whenever needing to reach out for any info or questions. I've often felt some of the larger products on the market are a bit lacking in that department.
As mentioned in an earlier part of my review, the support is stunning. I'm one of those people who always try to problem solve on my own and the available documentation library is incredibly helpful and very easy to search/navigate. However, whenever I've needed to actually contact a support individual, I've received prompt replies and been sourced to the appropriate type of person to answer my query.
I'm coming from the perspective of a fairly tech-adept person, so I didn't find the system too hard to learn. That said, I do feel some of the buried menus and the system's own internal search feature could use some improvement, but I have that feeling about the vast majority of CRMs I've ever used. There may be a little bit of a struggle to onboard/train up someone who isn't used to this sort of system, but once up and going it should be smooth sailing.

Do you think Yardi Voyager delivers good value for the price?


Are you happy with Yardi Voyager's feature set?


Did Yardi Voyager live up to sales and marketing promises?


Did implementation of Yardi Voyager go as expected?

I wasn't involved with the implementation phase

Would you buy Yardi Voyager again?


I think it really depends on what you're looking to get out of the system. In terms of managing, updating, creating, and following prospect records, Yardi Voyager is absolutely fantastic. There are a number of existing API integrations already on the market that can connect into the record, and I commissioned a custom one to be built to work with the website that seems on the whole to work fairly flawlessly, so long as your community codes aren't regularly changing. That said, you definitely need to do strong onboarding with anyone coming into the system, particularly if they have limited former CRM experience. There's a great opportunity to input (and aggregate reports) from multiple facets of the system, but if people are inputting poor data, or missing it entirely, or you haven't formalized an even plan for things like Source and Sub Source then even the best system is likely to end up disappointing you and your stockholders when it comes time to analyze data. But, when used properly I'm impressed with how robust it is.