Professional Services (Australia) Australia

Win more schemes and keep the ones you have

HelloGrowthCRM tracks strata management tenders, committee relationships and owner enquiries in one pipeline. Your trust accounting and levy software stays exactly where it is. A$20 per user per month.

Quick answer

Is HelloGrowthCRM strata management software?

No. HelloGrowthCRM is a sales CRM. It does not do strata trust accounting, it does not raise, reconcile or chase levies, it does not manage administrative or capital works funds, and it does not hold the strata roll or produce meeting notices, agendas and minutes. It will not replace your strata management system and should not be treated as one. Use it alongside that system for business development: tenders for new schemes, fee proposals, committee relationships, agency agreement renewals and enquiry follow-up.

Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Industry Use Cases

New scheme tender and proposal pipelines

Agency agreement renewal reminders per scheme

Committee office bearer contact tracking after AGMs

Developer handover and new building enquiries

Owner and contractor enquiry follow-up across schemes

Reporting on tender win rate and portfolio growth

Why this page exists

Strata management is a contract business. Every owners corporation or body corporate you manage sits under an agency agreement that comes up for renewal, and every scheme you do not manage is a tender you could chase. Meanwhile committees change at each AGM, secretaries and treasurers turn over, developers hand over new schemes, and enquiries from owners, contractors and builders arrive constantly. Most agencies track none of this properly. The strata software holds levies, funds, minutes and maintenance, because that is what it is for. The business development side, the tender pipeline, the committee relationships, the renewal dates, lives in someone's head or an old spreadsheet. HelloGrowthCRM gives that side a pipeline, an owner, a follow-up schedule and a set of reports.

It is worth being blunt about what HelloGrowthCRM is not. It is not strata management software. It does not do trust accounting, it does not raise or reconcile levies, it does not manage administrative or capital works funds, it does not hold the strata roll, and it does not produce meeting notices, agendas or minutes. It has no awareness of the Strata Schemes Management Act in New South Wales, the Owners Corporations Act in Victoria, Queensland body corporate legislation or any other state or territory regime, and it will not keep you compliant with them. Your existing strata system and your licensed managing agent obligations stay exactly as they are. HelloGrowthCRM is the sales layer beside them: tenders, proposals, committee contacts, renewal reminders and enquiry follow-up.

Common search intent

CRM for strata managers Australiabest CRM for a small strata management agency in Australiahow to track strata scheme tenders and proposalsCRM for owners corporation managers in Victoriasoftware to manage strata committee contacts and enquiriesstrata management business development pipeline software

Why teams evaluating CRM for strata managers Australia want a simpler system

Agency agreement renewal dates sit in a spreadsheet nobody checks, so a scheme goes to tender before anyone in the office starts a retention conversation.

Tender opportunities come through a committee member, a developer or a broker, then vanish because no one owns the follow-up or the proposal deadline.

Committee office bearers change at every AGM, so the agency keeps emailing a treasurer who resigned eighteen months ago and never speaks to the new one.

Owner and contractor enquiries land across three inboxes and two mobiles, so response times slip and complaints follow at the next general meeting.

Management proposals are rebuilt from an old PDF each time, so quoting a hundred-lot scheme takes a day the business development person does not have.

Nobody can report on how many schemes were tendered for last year, how many were won, or which sources produced the best opportunities.

Challenge → solution → result

Common Strata Managers problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Schemes go to tender before anyone starts a retention conversationSolution: Renewal dates stored per scheme with automated reminder sequencesResult: Retention conversations begin months ahead of expiry

Challenge: Tender opportunities disappear after the first phone callSolution: Pipeline stages with an assigned owner and AI lead scoringResult: Every opportunity has a next action and a proposal deadline

Challenge: Committee contacts go stale after each AGMSolution: Contact records updated per scheme with post-AGM follow-up triggersResult: The agency talks to the current secretary and treasurer

Challenge: Fee proposals rebuilt from an old PDF every timeSolution: Quote and proposal builder with reusable scheme templatesResult: Proposals for a new scheme go out the same day

Challenge: No visibility of tender volume or win rateSolution: Reporting dashboards by source, stage and outcomeResult: Directors can see portfolio growth and where it comes from

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

Their workflowHelloGrowthCRM module

Enquiry from your agency websiteWeb form lead capture that creates the record and assigns an owner

Committee member or owner rings the officeBuilt-in dialer with call recording and AI call summaries

Judging which tenders are worth chasingAI lead scoring on new scheme opportunities before you commit time

Tracking a scheme from enquiry to signed agreementPipeline stages such as Enquiry, Site Visit, Proposal, Committee Vote, Signed

Staying in front of a committee before renewalAutomated email sequences timed ahead of the agency agreement date

Quick updates to secretaries and treasurersSMS and WhatsApp follow-up from the same contact record

Quoting management fees for a new schemeQuote and proposal builder with reusable scheme templates

Billing consultancy or one-off project workInvoicing for work billed outside your trust and levy system

Manager doing site visits and AGMsiOS and Android apps with contact history and notes on the phone

Reporting to agency directorsReporting dashboards on tenders, win rate, source and portfolio growth

Xero + SMS follow-up

One pipeline for tenders, committees and owner enquiries

Strata enquiries do not arrive tidily. A committee secretary emails asking for a fee proposal, a developer rings about a new scheme handover, an owner messages about something a manager promised at the AGM, and a contractor fills in the website form. HelloGrowthCRM captures web forms, phone calls and messaging into the same pipeline, so every conversation with a scheme is on one record rather than scattered across inboxes. The dialer records calls and writes an AI summary, useful when a manager takes a committee call between site visits. Automated email sequences, SMS and WhatsApp keep tender follow-up and renewal conversations moving, and native connectors, Zapier and the API push details to the systems your agency already runs.

Why Australia teams choose this

See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.

Built for Xero-connected SMS follow-up

How it works

Connect the enquiry channels

Point your agency website form, office phone number and messaging channels at HelloGrowthCRM. Setup takes about fifteen minutes. Import existing scheme contacts and committee lists from a spreadsheet rather than retyping them.

Build a scheme pipeline

Name stages the way your agency wins work: Enquiry, Site Inspection, Fee Proposal, Committee Vote, Agreement Signed. Track each owners corporation or body corporate as its own opportunity with an assigned business development owner.

Automate renewals and follow-up

Set reminders and email sequences that fire ahead of agency agreement expiry and after each AGM, so retention conversations start early and new committee office bearers are contacted rather than the previous ones.

Keep operations where they belong

Levies, trust accounting, the strata roll, notices and minutes stay in your strata management software. HelloGrowthCRM reports on tenders, win rate and portfolio growth, and hands signed schemes across for setup.

Pricing

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM is A$20 per user per month, or US$12 monthly, dropping to US$10 per user per month on annual billing. A free forever plan is available, which suits a small agency wanting to track tenders and renewals properly for the first time. Setup takes about fifteen minutes. The optional Growth Engine managed RevOps service can build and run the pipeline if your team has no capacity to do it.

HelloGrowthCRM versus a generic CRM for strata agencies

RequirementHelloGrowthCRMGeneric CRM

Honest about strata operationsStated clearly as sales software beside your strata system, with no trust accounting or levy claimsAll-in-one marketing that implies operational strata capability it does not have

Scheme-level opportunity trackingEach owners corporation tracked as its own opportunity with renewal dates and committee contactsA flat contact list with no natural place for a scheme or a renewal date

Renewal and AGM timingAutomated reminder sequences ahead of agreement expiry and after committee electionsManual calendar entries that get missed when a manager changes roles

Field usabilityiOS and Android apps with full history, plus a dialer with AI call summariesDesktop-first tools that managers never open between site visits

Proposal productionQuote and proposal builder with reusable templates, linked to the opportunityProposals in a separate document tool with no link back to the pipeline

Cost and setupA$20 per user per month, free plan available, about fifteen minutes to set upHigher per-seat costs and an implementation project before first use

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Frequently asked questions

It does not. Levy raising, trust account handling and fund accounting are regulated activities tied to your managing agent licence and to state legislation, and they must stay in purpose-built strata software with the appropriate trust accounting controls. HelloGrowthCRM has no trust accounting capability whatsoever. Its invoicing feature exists for one-off consultancy or project work you bill from the agency, not for anything that touches an owners corporation's administrative or capital works fund.

No, and it does not claim to. Strata law differs across Australia, from the Strata Schemes Management Act in New South Wales to the Owners Corporations Act in Victoria and Queensland's body corporate legislation, and compliance with those regimes is handled by your strata management system and your own processes as a licensed managing agent. HelloGrowthCRM is legislation-agnostic sales software. It tracks opportunities, contacts and follow-up, and makes no statutory calculations or determinations of any kind.

Renewals are lost through inattention more than through price. Store the agreement expiry date against each scheme, then set automated reminders and email sequences to fire months ahead of it, so a manager starts the retention conversation before the committee starts shopping around. You can also trigger follow-up after each AGM, when office bearers change, so your agency contacts the new secretary and treasurer rather than emailing people who stood down.

Yes, and that is the main use. Build a pipeline with the stages your agency actually uses, such as Enquiry, Site Inspection, Fee Proposal, Committee Vote and Agreement Signed, and track each owners corporation or body corporate as its own opportunity. AI lead scoring helps you judge which tenders are worth the time before someone spends a day on a proposal. Reporting dashboards then show tenders run, win rate and where the best opportunities came from.

For business development conversations, yes. SMS, WhatsApp and email sequences run from the same contact record, which suits tender follow-up, proposal chasing and pre-renewal conversations with committee office bearers. Statutory communications are a different matter. Meeting notices, agendas, minutes and levy notices have prescribed form and timing requirements under state legislation and must go out through your strata management system, not through a general marketing tool.

Yes. Strata managers spend their days at site inspections, committee meetings and AGMs, often in the evening. The iOS and Android apps carry the full contact history, so a manager can check what was last discussed with a committee before walking into a meeting and log an outcome straight afterwards. The built-in dialer records calls and writes an AI call summary, which removes a lot of the write-up that otherwise never happens.

A$20 per user per month, or US$12 monthly, and US$10 per user per month on annual billing, with a free forever plan available. Setup takes about fifteen minutes: connect your website form, connect your office number, name your pipeline stages and import scheme and committee contacts from a spreadsheet. If the agency has no capacity to set it up, the optional Growth Engine managed RevOps service can build and operate the pipeline for you.

Give your tender and renewal pipeline somewhere to live

Track every scheme opportunity, committee contact and agency agreement renewal in one pipeline, while your strata software keeps doing levies, funds and minutes. Set up in about fifteen minutes on the free forever plan, then move to A$20 per user per month.

AI & Intelligence

AI Features Built for Strata Managers

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.

Voice Agent for Quote Follow-Up

AI calls Strata Managers prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.

Smart Compose for Client Messages

AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.

Automated Follow-Up Sequences

Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.

AI Lead Scoring

Rank incoming strata managers enquiries by value, location, and response speed so the team works the best ones first.

Explore AI Agents

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