Skip to content
US B2B & Property Services USA

Turn more enquiries into move-ins and keep occupancy where it should be

HelloGrowthCRM captures every call, form and message your facility gets, then chases the ones that did not move in. Your management software keeps running the site.

Quick answer

Does this replace SiteLink, storEDGE or Yardi?

No. HelloGrowthCRM is not a facility management system. It does not hold your unit inventory or site map, it does not know what is vacant, and it does not handle leases, tenant billing, autopay, delinquency, lien processing or insurance. Keep the platform you run the facility on. HelloGrowthCRM works on the stage before all of that: capturing enquiries, following them up, and reporting on how many turn into move-ins across your sites.
Outcome-first workflow$12 per user per month, or $10 on annual billing pricingEmail and SMS follow-up
Industry Use Cases

Calling back missed enquiries from the site office

Chasing web enquiries received outside office hours

Following up prospects who toured but never rented

Comparing enquiry conversion across multiple facilities

Quoting contractors and businesses needing several units

Tracking which marketing sources produce actual move-ins

Why this page exists

Self storage economics are occupancy economics. A unit that sits empty for six weeks never earns that revenue back, and the gap between a full site and a struggling one is usually not marketing spend. It is what happens to the enquiry after it arrives. Someone calls while the manager is showing a unit. A web form comes in at nine on a Sunday evening. A walk-in asks about pricing, says they will think about it, and is never contacted again. HelloGrowthCRM sits over the top of those moments. Calls, web forms and messages land in one queue. Every enquiry gets an owner, a stage and a follow-up cadence. When someone does not move in, they get a sequence rather than silence, and you can see how each facility is converting rather than guessing.

Where the line sits: HelloGrowthCRM is not a facility management system and it is not a gate access system. It does not hold your unit inventory or site map, it does not know which units are vacant, it does not run tenant billing, autopay, delinquency or lien processing, it does not manage leases or insurance, and it has no connection to gate controllers or door alarms. Keep SiteLink, storEDGE, Yardi or whichever platform runs your facility. Those systems are built for tenants and units. HelloGrowthCRM is built for the people who are not tenants yet. It handles enquiry capture, follow-up, conversion tracking and reporting across sites, then gets out of the way once the lease is signed in your management software.

Common search intent

CRM for self storagebest CRM for self storage facilities in the UShow to follow up self storage leads that did not move insoftware to track missed calls at a storage facilityCRM that works alongside SiteLink storEDGE or Yardiself storage lead tracking across multiple facilities

Why teams evaluating CRM for self storage want a simpler system

Calls come in while the manager is out on the property showing a unit. The voicemail is checked hours later, by which point the caller has already rented somewhere else.

Web enquiries arrive in the evening and at weekends, when nobody is at the desk. Response happens the next business morning, long after the person has moved on.

A prospect asks about a ten by ten, says they will call back, and nothing further happens. There is no follow-up cadence, so the enquiry simply disappears from view.

Nobody can say which facility converts enquiries best, or whether the difference comes from the site, the manager or the marketing driving traffic to it.

Commercial tenants and contractors need multiple units and a longer conversation than a household move. That kind of enquiry gets handled like a walk-in and lost.

Marketing spend goes into search, listings and signage, but the source of each enquiry is never recorded, so nobody knows which channel produces actual move-ins.

Challenge → solution → result

Common Self Storage Facilities problems — and how this CRM solves them

Challenge: Calls are missed while the manager is on the propertySolution: Phone lead capture with dialer callback and AI call summariesResult: Missed enquiries get returned the same day with context
Challenge: Evening and weekend web enquiries go unansweredSolution: Web form capture with automated SMS and email responseResult: The enquirer hears from you before they call the next facility
Challenge: Prospects who did not rent are never contacted againSolution: Automated sequences plus recurring reminders for future move datesResult: Enquiries stay in the pipeline instead of quietly disappearing
Challenge: No visibility into how each site is performingSolution: Reporting dashboards with per-facility conversion and source viewsResult: Weak sites can be diagnosed rather than guessed about
Challenge: Multi-unit business enquiries handled like walk-insSolution: Quote and proposal builder with referral-source trackingResult: Larger commercial accounts get a proper commercial conversation

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Enquiry arrives by phone, web form or text messageLead capture from web forms, phone and messaging into one queue
Deciding who to call back first on a busy morningAI lead scoring that ranks enquiries before the manager picks up
Tracking an enquiry from first contact to move-inPipeline with stages you define for enquiry, tour, hold and rented
Calling back a missed enquiry from the site officeBuilt-in dialer with call recording and AI call summaries
Chasing people who enquired but did not rentAutomated email sequences plus SMS and WhatsApp follow-up
Staying in touch with seasonal and future moversRecurring reminder sequences for enquiries with a later start date
Quoting a business customer needing several unitsQuote and proposal builder for multi-unit and commercial enquiries
Charging a one-off item outside the tenant ledgerInvoicing for ancillary charges raised from the record
Understanding which marketing brings real move-insReferral-source tracking reported in dashboards
Comparing performance across several facilitiesReporting dashboards with per-site conversion views
Email + SMS follow-up

The phone still closes storage, but nothing else waits for business hours

Storage enquiries are impatient. Someone who needs a unit usually needs one this week, often because of a move, a renovation or a business that has run out of room. If they cannot reach you, they call the next facility. That makes two things matter. First, the call itself: the dialer means a missed enquiry is called back from the site office with the record open, and the AI call summary captures what size and start date they asked about so the next conversation is not a fresh start. Second, everything that fills the gaps: SMS for the fast reply when the manager is on the property, email sequences for enquiries that are weeks out, WhatsApp where a customer prefers it, and recurring reminders for the person moving in two months. Managers work all of it from the mobile app.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

1

Point every enquiry channel at one queue

Connect your website forms, your facility phone numbers and your messaging channels. Calls, forms and texts from every site arrive in the same place, each one tagged with the marketing source that produced it.

2

Give the enquiry a stage and an owner

Build stages that match how you actually rent: new enquiry, contacted, tour booked, unit held, moved in. Nothing sits without a named owner, and stage ageing shows what has been ignored.

3

Automate the follow-up nobody has time for

Set an SMS to go out fast when the desk is busy, an email sequence for the ones who did not rent, and recurring reminders for people whose move is still weeks away. It runs without a manager remembering.

4

Report by site, then let the lease happen elsewhere

Dashboards compare enquiry volume, conversion and source across facilities. Once the customer is ready, the lease, unit assignment, billing and gate code are handled in SiteLink, storEDGE or Yardi as they are now.

Pricing

$12 per user per month, or $10 on annual billing

Priced per user, not per facility or per unit, which matters when a small team covers several sites. Monthly billing is $12 per user per month and annual billing is $10 per user per month. The dialer, AI lead scoring, sequences, quote builder, invoicing, mobile apps and reporting are included. There is a free forever plan for single-site operators doing this themselves. Setup takes about 15 minutes, and Growth Engine is available if you want a managed RevOps team to build the follow-up and watch the numbers.

What a storage operator needs from a CRM versus what a generic CRM offers

RequirementHelloGrowthCRMGeneric CRM
Fast response to phone and web enquiriesDialer, SMS and automated first response included in the per-user priceCalling and messaging sold separately or through third-party add-ons
A clean boundary with facility management softwareNo unit inventory, billing or lien handling, so SiteLink stays the recordCustom objects that half-copy units and tenants into a second system
Follow-up for enquiries with future move datesRecurring reminder sequences alongside email, SMS and WhatsApp cadencesOne-off tasks that expire and leave the enquiry with nobody
Per-site comparison for multi-facility operatorsDashboards showing enquiry volume, conversion and source by locationReport building that needs an administrator before it shows anything
Usable by a manager working from the propertyiOS and Android apps for calling, notes and stage changes on the moveDesktop-first design that assumes someone is sitting at the office
Pricing that suits a small site teamPer-user pricing with a free forever plan, not per facility or per unitSeat minimums and tier upgrades before basic automation is included

Frequently asked questions

No. HelloGrowthCRM is not a facility management system. It does not hold your unit inventory or site map, it does not know what is vacant, and it does not handle leases, tenant billing, autopay, delinquency, lien processing or insurance. Keep the platform you run the facility on. HelloGrowthCRM works on the stage before all of that: capturing enquiries, following them up, and reporting on how many turn into move-ins across your sites.

Stop losing move-ins to a missed call

Keep SiteLink, storEDGE or Yardi running the units, the leases and the billing. Add the layer that handles everyone who is not a tenant yet. Catch every call, form and message, respond before the next facility does, chase the enquiries that stalled, and see which sites and sources actually produce move-ins. Setup takes about 15 minutes, the free forever plan costs nothing, and paid seats are $12 per user per month.

AI & Intelligence

AI Features Built for Self Storage Facilities

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.