Dive Deeper into ScoreBigs CustomizationTailoring Your Property Management CRM Experience

When it comes to choosing the right Customer Relationship Management (CRM) software for your property management business, having the flexibility to customize your CRM experience can be a game-changer. ScoreBig, offered by DM4PM.com, takes customization to the next level, allowing property management professionals to create a CRM system that perfectly aligns with their unique needs and processes. In this blog post, we’ll delve deeper into ScoreBig’s customization features and explore how they can benefit your property management business.

Personalization: Making Every Interaction Count

One of ScoreBig’s standout features is its ability to personalize every interaction with your prospects. This level of personalization goes beyond the basics, such as addressing your prospects by name. ScoreBig ensures that every message sent to your leads is tailored to create a customized experience. Whether it’s through automated emails, text messages, or other communication channels, ScoreBig’s personalization adds a personal touch to every interaction.

The result? Prospects receive clear and compelling calls to action that prompt them to take the desired next steps, whether it’s booking a call, scheduling a viewing, or signing a Property Management Agreement (PMA). This personalized approach not only enhances the prospect’s experience but also increases the likelihood of conversion.

Custom Tokens: Tailoring Your CRM to Your Business

In the world of property management, every business is unique, and workflows can vary significantly from one company to another. ScoreBig understands this diversity and offers a solution in the form of custom tokens. But what exactly are custom tokens?

Custom tokens are placeholders that allow you to further customize your CRM experience. They enable you to adapt ScoreBig to your specific business needs and processes. For instance, some property management companies use Appfolio, while others rely on Buildium for their property management platform. ScoreBig’s custom tokens allow you to seamlessly integrate these platforms into your CRM.

For example, ScoreBig can guide both your team and your prospects through the PMA signing process, providing clear instructions and assistance for setting up the appropriate property management platform, whether it’s Appfolio or Buildium. This level of customization ensures that every interaction aligns with your unique business setup.

Custom Workflows: Systemizing and Automating Your Processes

One of ScoreBig’s standout strengths is its ability to accommodate custom workflows. This flexibility empowers property management businesses to adapt and systemize their operations efficiently. Custom workflows are a powerful tool within ScoreBig, allowing you to automate various aspects of your business processes.

Let’s consider an example. Imagine you prefer to hand off prospects to your internal property managers after sending out the PMA. While prospects may not have signed the agreement yet, you can trigger ScoreBig’s custom workflow to alert your internal property managers to initiate the onboarding process. Simultaneously, ScoreBig can continue to communicate with the prospect, reminding them to sign the PMA sent through your property management platform, whether it’s Appfolio or Buildium.

The result? An optimized process that minimizes the chances of prospects falling through the cracks or ghosting your property management company during the critical PMA Sent to PMA Signed stage. ScoreBig’s custom workflows are designed to prevent these issues and enhance your conversion rates.

Must-Have Campaigns: Automated Marketing at Your Fingertips

ScoreBig’s customization options extend to its impressive library of pre-built campaigns, which include over 50 workflows and 10 campaigns that every property management company needs. These campaigns have been tried and tested in both DM4PM.com and various other property management companies, making them a valuable asset for your business.

Here’s a glimpse of some essential campaigns available in ScoreBig:

  • Lead Nurture Campaign
  • Sales Campaign
  • Missed Call – Text Back
  • After Hours Autoresponder
  • Appointment Scheduling Campaign
  • Get Reviews Campaign
  • Social Auto Responder
  • Database Engagement Campaign
  • Database Reactivation
  • Database Clean-Up Campaign
  • New Owner Onboarding / Offboarding Campaign
  • New Tenant Onboarding / Offboarding Campaign

These campaigns are designed to automate and streamline your marketing efforts, ensuring that you have the right message at the right time for your leads and clients.

Templates: Streamlining Communication Effortlessly

Sending similar messages repeatedly can be time-consuming and prone to errors. That’s where ScoreBig’s template feature comes in handy. Templates are designed to help property management companies streamline their communication by allowing them to send customized messages with just a few clicks.

Imagine being able to send personalized emails with your prospect’s name, phone number, property address, and other relevant information effortlessly. ScoreBig provides built-in templates and the ability to add unlimited custom templates. This feature not only saves time but also ensures that every communication is consistent and personalized.


ScoreBig’s robust customization features set it apart as an exceptional CRM solution for property management professionals. From personalization and custom tokens to custom workflows, campaigns, and templates, ScoreBig empowers you to tailor your CRM experience to your unique business needs. By leveraging these customization options, property management businesses can optimize their operations, enhance the prospect and client experience, and ultimately achieve greater success in a competitive market. When it comes to property management CRM, ScoreBig offers a level of flexibility and customization that is hard to beat.

matthew miller

Matthew Miller

Owner of DM4PM – Digital Marketing For Property Management

As a property management company owner, I’ve experienced the challenge of managing sales, marketing, and daily tasks. That’s why I created DM4PM.com—a tailored sales and marketing system for property managers like you.