Last Updated on 7 years by RichBohn
This CRM Review examines Yardi CRM™.
In-Depth CRM Review
Yardi Systems, Inc.
430 South Fairview Avenue
Santa Barbara, CA 93117-3637
CRM Category: Field Sales Support – Cloud
Vertical Solution: 53121 – Real Estate Agents and Brokers
Seats: Small/Medium Business
About the Company:
Yardi Systems, Inc. has set the standard for high-performance software solutions and services for the real estate industry since 1984. Yardi began as a modest start-up, but has grown to employ over 2,000 dedicated professionals in 25 offices around the globe. Yardi is proud to receive accolades for both its impressive products and accomplished people.
Established in 1984, Yardi Systems has grown dramatically over the last two decades to become the leading provider of high-performance software solutions for the real estate industry. Today, we employ over 2,000 dedicated professionals working in 25 offices throughout North America, Europe, Asia, and Australia.
At Yardi Systems, our mission is to provide superior products and outstanding customer service. We are committed to providing integrated solutions that deliver unrivalled value to ensure the satisfaction and goodwill of our clients.
About the Product:
Yardi Genesis™ is fully-integrated accounting and property management software for mid-size residential, commercial, industrial, retail, and condo/co-op properties. The Windows-based system streamlines operations with a centralized database and tools to automate processes including AR and AP, reporting, and maintenance.
Today’s economy is challenging companies to do more with fewer office resources. Genesis increases operational efficiency and helps you cut costs by automating processes and eliminating error-prone redundancies.
Streamline A/R and A/P
Processing tenant receipts is traditionally labor intensive, but Genesis automates this process – which saves time, reduces errors, and optimizes cash management. An integrated general ledger and smart input methods with optional bar code scanning accelerate receipt recording, and monthly charges are posted with a mouse click.
Whether you handle simple residential rent or complex commercial leases, Genesis tracks your payables in both cash and accrual accounting – including automated invoice entry, discount calculation, and vendor-based expense accounts.
With property and tenant data in a single database, Genesis makes it easy to report across your entire portfolio. The program includes over 100 industry standard reports with real-time data to facilitate better business decisions. Reports can be exported to Microsoft Word, Excel, HTML, or RTF with a single mouse click – or emailed directly from report screens. In addition, a built-in Ad Hoc Report Writer lets you create custom reports.
- Centralized database
- QuickStart functionality for fast setup
- General ledger with AR and AP
- Real-time reports with drill-down
- Ability to create your own reports
- Dual cash and accrual accounting
- Check writing and bank reconciliation
- Work order tracking
- Applicant tracking
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Yardi CRM™:
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