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Rillo CRM · Property

Every unit. Every resident. Every renewal.

Buildings, units, residents and every renewal, one record.

  • From $49 a seat
  • 30 days free, no card
  • Try it

A preset changes the words, the stages and the tools. The records stay.

rilloapp.com/sullivan-management/home
CRM Search people, notes, quotes 3 waiting

Good morning, Mark

Today

Your daily brief is ready 9 leases end in 60 days. 12 maintenance requests are open, 3 past a week. Unit 4B at Turner Place Apartments has a leaking faucet to send maintenance to.
9 Leases ending 12 Requests open 4 Owners due report
3 calls queued Built from what's overdue and gone quiet. Eduardo Velasco first.
Lead Generator Daily report Start a trip Debrief a call
Today
9:00 Turner Place Apartments, 4B · today Brief ready: the open lease renewal is 12 days old Brief
11:30 Jonathan W. · Turner Place Apartments, 2A Confirm the visit Call
› More on your day
Your week
Touches 31
Renewed 7 · 92%
Trailing 7 days, from the records in your own workspace.
HomeExpand · Close
Your daily brief is ready 9 leases end in 60 days. 12 maintenance requests are open, 3 past a week. Unit 4B at Turner Place Apartments has a leaking faucet to send maintenance to.
Today
9:00 Turner Place Apartments, 4B · today The open lease renewal is 12 days old Brief
11:30 Jonathan W. · Turner Place Apartments, 2A Confirm the visit Call
2:00 George H. · Kopp Lofts, 7 Quote expired, follow-up drafted Review
Waiting on your yes 3 waiting
✓Turner Place Apartments, 2A · Monday Visit notes filed, next step set Approve
✓Turner Place Apartments, 4B · today The lease renewal and a follow-up, drafted Approve
✓Kopp Lofts, 7 · today A come-back note, drafted Approve
Ask Rillo Chayo · today+ New chat
RILLO

Hi Mark. You have 9 open, 5 have gone quiet, 2 follow-ups are due today. Want the list?

Helpful · Off the mark
Chayo Avendano in unit 4B at Turner Place Apartments says the kitchen faucet is leaking. Send maintenance Wednesday at nine.
RILLO

Got it. Here's what I wrote, waiting on your yes:

Contact updated Chayo Avendano, Resident · Turner Place Apartments
Note filed 4B, Turner Place Apartments. Kitchen faucet leaking.
Follow-up set Maintenance at unit 4B, Wednesday 9:00 AM
Draft written Visit text to Chayo, waiting on your tap
+Message Rillo, or talk

Prospects

128 active

Prospects 128 Tenants 401 Coworkers 3 Edit
Name Company Last touch Next
Chayo Avendano Turner Place Apartments, 4B Today Wed 9:00 Request open
Jonathan Williamson Turner Place Apartments, 2A 3 days Today 11:30 Renewed
George Hassan Kopp Lofts, 7 22 days Today 2:00 Lease ending
Melanie Lambert Kopp Lofts, 3 8 days Fri Application
Eduardo Velasco Walker Lofts, 1C 41 days·Stale
Saved views New view
5 Gone quiet 30 days Who to call before someone else does Open
9 Leases ending From your own records Open

Trips

Talk to Rillo as you spend. It writes the report.

Scan a receipt+ New trip
Just say it."Dinner was 47 with Chayo." "Filled up, 68 in gas." "Drove 220 miles today." Rillo files it against the open trip, ties it to the customer, and flags anything over per diem.
East Valley loop · today Open
$Gas · $68.10 Filed to the trip · under per diem Receipt
mi 220 miles $154 at $0.70 · 3 stops Map
$Dinner · $47 Turner Place Apartments, 4B · flagged: over $30 Fix
Last week · 3 days out Filed
$$412 across 9 receipts Every receipt read by Capture, tied to its customer Report
mi 640 miles $448 at $0.70 · 11 stops Map

Search

People, companies, notes, quotes, receipts, calls. One box.

Recent Clear
⌕Turner Place Apartments, 4B · today The account, its people, 12 notes and the open lease renewal Open
⌕Melanie L. · Kopp Lofts, 3 Card scanned last week, asked for pricing Friday Open
⌕Eduardo V. · Walker Lofts, 1C Last note: call after budget Open
Ask it the way you would say it
? Who have I not called in a month? 5 tenants, from your own records Ask
? Leases ending this month 9, from your own records Ask
? Receipts from this week 4 receipts, $214, filed to the trip Ask

Call queue

Built this morning from what's overdue and gone quiet.

1 Eduardo V. · Walker Lofts, 1C 41 days quiet · last: "call after budget"Call
2 George H. · Kopp Lofts, 7 22 days · lease renewal expired Call
3 Melanie L. · Kopp Lofts, 3 Asked for pricing Friday Call
Done today
✓Turner Place Apartments, 4B · today Called, lease renewal sent, follow-up Wednesday Open
✓Turner Place Apartments, 2A · Monday Visit logged by voice, next step set Open
Why this order

Longest quiet first, then quotes about to expire, then the callbacks you promised.

Rebuilt every morning from your records.

Capture

Photo it, it's a record. Works offline. 9 kinds in this preset.

Kopp Lofts, 3
Melanie Lambert Resident
480-555-0118 · melanie@example.com
Try it

Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.

Melanie Lambert added Kopp Lofts, 3 matched · in People and your Rillodex · follow-up drafted
Document

Lease, application or notice

A signed lease, a rental application, a move-in checklist or a notice.

Photo

Unit or inspection photo

Move-in and move-out condition, a maintenance problem or a finished repair.

Receipt

Vendor invoice or receipt

A vendor, electrician or supply-house invoice.

Plate

Appliance or meter plate

The data plate on an appliance, or a meter reading.

Card

Business card

A prospect, owner or vendor card.

Note

Handwritten note

A maintenance request slip or notes from a showing.

Quote

Quote or estimate

A quote or estimate written on paper.

Certificate

Tool or equipment certificate

A calibration, inspection or compliance certificate.

Barcode

Barcode or serial

A label with a barcode or serial number.

Coach

Scored debriefs, and what to say next time.

Last 10 calls 7.8+0.6
Asked the timeline 6/10+2
Next step set 9/10+1
8.5 Turner Place Apartments, 4B · today Strong on discovery. Missed the timeline question. Open
7.0 Turner Place Apartments, 2A · Monday Good close. Price came up too early. Open
6.5 George H. · Kopp Lofts, 7 Talked before asking what they need. Open
Say this next time
→Ask when they need it before you talk price From the two calls where price came up first
→Name the next step before you hang up It moved 9 of 10 calls forward this month

Pipeline

Biggest open deals All deals
$Eduardo V. · Walker Lofts, 1C $24,000 · quoted, waiting on budget Open
$Jonathan W. · Turner Place Apartments, 2A $18,400 · verbal yes, paperwork Friday Open
$Melanie L. · Kopp Lofts, 3 $9,600 · new, pricing sent Friday Open
Slipping
! George H. · Kopp Lofts, 7 Quote expired 3 days ago. A follow-up is drafted for your yes. Review

Toolkit

What this preset carries. Layout lets you move it.

Phone Not on yet

Rillo Phone

Your number, every call logged.

Signals

Nine watchers

Renewals, silence, permits, hires.

Inbox

Inbox

Email in, per department.

Inventory

What you stock

Units and parts, and what is due.

Hiring

Careers page

Post, applicants, hire.

Documents

Documents

Quotes, contracts, signed.

Capture

Nine kinds of capture

Card, receipt or page in.

Trips

Trips and expenses

Say the spend, it files.

Coach

Playbook

What to say next time.

Settings

Company, team, billing, connectors.

Co Company Sullivan Management Co., Inc. · Apartment / Property Management preset · Phoenix Edit
4 Team Mark (Owner), Rhonda (Regional manager), Ryan and Nathaniel (Leasing agents) Manage
$Billing 4 seats · $196 a month · Stripe Open
⇄Connectors Google Calendar, Outlook, Twilio Open
@Inbox Email in, by department Open
⇩Your data Export everything, any time Export
Who sees what
O Owner Everything, money included Edit
M Regional manager The team's book and its week Edit
R Leasing agent Their own book, nothing else Edit

A live demo. The laptop and the phone are one book.

9:41
Ask Rillo After the call
Done. Nothing typed.

You said Chayo Avendano in unit 4B at Turner Place Apartments says the kitchen faucet is leaking. Send maintenance Wednesday at nine.

9:42
Chayo Avendano Turner Place Apartments · Resident
Resident
Chayo Avendano
Unit
4B, Turner Place Apartments
Request
Kitchen faucet leaking
Next step
Send maintenance

Filed by Rillo. Nothing typed.

9:42
This week Follow-up added

Maintenance at unit 4B Wednesday, 9:00 AM

Wednesday 9:00
RILLO now
Maintenance at unit 4B

Turner Place Apartments. Kitchen faucet leaking, work order is filed.

Visit text to Chayo is ready

Talk to it

Talk after the call. The record writes itself.

Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.

What it does for property

Units under every building

Who is in each unit, lease end, open maintenance. The building is the record the owner sees.

Instead of the spreadsheet, the maintenance log

Renewals and owner calls

Leases ending, owners due a report, requests aging past three days. Built overnight.

Instead of the calendar, the inbox

The walk, written down

Say what you saw at the unit. The request is logged and the vendor text is drafted.

Instead of the clipboard, the evening emails

The rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:

Three people use it. Same book, three views.

The leasing agent talks, the regional manager sees the week, the owner sees the money in property. Nobody enters anything twice.

Leasing agent · the units
Tours 4
Requests 6
9:00 Turner Place Apartments, unit 4B faucet repair
3 renewal offers waiting on your yes approve
● Hold to talk
Home Queue 3 People More

Today's showings and renewals, the unit history, the follow-up drafted on the unit's facts, never who it suits (Fair Housing).

Regional manager · the week
Units 412
Vacant 11
Renewals due 23
Ryan 9 leases signed on pace
Nathaniel 3 leases signed 4 requests late
Team 14 move-outs this month review
Home Queue 3 People More

Every lease ending, every open request, every owner report.

Owner · the money
Collected $486k
Occupancy 97%
At risk 5
Q4 forecast $1.5M rent from records
Turner Place Apartments 28% of units full
Signals 2 owners asking about new buildings new
Home Queue 3 People More

Occupancy and renewal rate by building, requests aging.

What Rillo holds for property

What each preset starts a workspace with.

Apartment / Property Management

Calls the people residents and each piece of work a property.

Stages, fields and outcomes
Pipeline
InquiryTouredAppliedApprovedLeasedRenewalMoved out
Each resident carries
Bedrooms wanted, Monthly budget, Move-in date, Pets, Occupants
Each property carries
Address, Total units
A deal ends because
Price, Availability, Credit / screening, Timing, Chose elsewhere, Other
Requests move through
New, Assigned, Scheduled, In progress, Done
The ledger holds
Rent, Late fee, Deposit, Utilities, Pet fee, Parking, Other

Commercial Property Leasing

Calls the people tenants and each piece of work a space.

Stages, fields and outcomes
Pipeline
NewTouringProposalLOILeaseClosed
Each tenant carries
Sqft min, Sqft max, Submarket / area, Space type, Budget / sqft, Move-in timeline
Each space carries
Sqft, Submarket / area, Space type, Rate / sqft
A deal ends because
Leased, Chose another space, Budget, Timing, Deal fell through

What Coach starts from

Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.

Who you sell to

Prospective resident, Guarantor, Property owner (management contracts), Corporate housing coordinator.

How a sale runs

Inquiry, tour, application, approval, lease, renewal, move-out. Speed to tour wins the lease; the renewal conversation ninety days out keeps it. Typically 3 to 30 days.

What to ask first

  • When do you need to move in, and what is driving the date?
  • What is your budget including utilities and parking?
  • Who will be on the lease, and any pets?
  • What did you not like about your current place?

What you will hear, and where to steer it

  • The rent is too high. Compare total cost including utilities and concessions; offer a different unit or lease term, never a silent discount.
  • I need to see more places. Agree and book the next tour date; send the application link so they can hold the unit.
  • The screening fee is a lot. Say what it covers and that it is the same for everyone; it is the fairness of the process.
  • I am not renewing, the increase is too much. Ask what a move would cost them; offer a longer term at a smaller increase and fix the maintenance items first.

How price comes up

Rent by unit and term, concessions, fees itemized.

How to follow up

Inquiry to tour offer within the hour; application chased daily; renewal conversation opened ninety days before lease end.

The calendar

Leasing peaks late spring through summer; winter renewals are cheaper to keep than to replace.

Next to what you use now.

Their prices, from their own pages.

Starts at Free to try AI
Rillo $49 a seat a month, or $39 billed yearly 30 days free, no card In every seat, no credits
Housecall Pro Basic $59 a month, one user, billed yearly 14 days, no card AI team listed; CSR AI price not shown
HubSpot Free for 2 users. Professional $90 a seat billed yearly, plus $1,500 onboarding Free plan, no card Credits: $9.00 per 1,000, billed yearly

Checked on 3 October 2026. Every comparison, including where they are better.