Owners informed, assessments paid, five hundred door locks under control.

Association boards, management companies and rental managers across Gulf Shores, Orange Beach, Fort Morgan and Perdido Key.

What matters here

  • Owners and guests expect a portal: pay, download documents, submit a request.
  • Assessment and vendor payment fraud by email is common and expensive.
  • Smart locks, thermostats, gates and cameras are devices too, by the hundred.
  • Board records and meeting minutes have retention requirements.

What we set up in the first ninety days

Each item is written in plain words and becomes part of your documentation vault and evidence file.

Owners and guests

  • Owner portal with payments, documents and requests
  • Guest communication automation for rentals
  • Online booking and payment integration
  • Review requests after each stay

Buildings

  • Smart lock, thermostat and gate device management
  • Property Wi-Fi with separated guest and operations networks
  • Cameras with retention policy
  • Monitored network core and UPS per property

Office and board

  • Email protection against assessment and vendor fraud
  • MFA and real accounts for staff and board
  • Board document retention and minutes
  • Backups with restore tests

Storm season

  • Pre-storm shutdown checklist per property
  • Owner and guest communication templates
  • Remote access for managers
  • Post-storm damage documentation workflow

Services for this industry, in order

Most start with the first three. The rest come up when the business grows or an audit does.

  1. Lead Capture & Local Marketing AutomationOwner portal, guest communication and review automation.
  2. Cabling, Wi-Fi, Cameras & Access ControlProperty Wi-Fi, cameras and gate control.
  3. CybersecurityEmail protection against assessment and vendor fraud.
  4. Business Continuity & Hurricane ReadinessPer-property storm plan and recovery.
  5. Automation & IntegrationsBooking, payment and accounting integration.
  6. Managed ITOffice devices, accounts and backups.

Where CRM-NG fits

One record per client, vendor and asset.

A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.

How CRM-NG Cloud is provisioned

ContactsOwners, tenants, guests
CompaniesVendors and contractors
AssetsUnits, locks, HVAC, gates
AccountingAssessments and payments
DocumentsMinutes, declarations, contracts
Service deskOwner and guest requests

Questions we get

Can you manage hundreds of smart locks?

Yes. Locks and thermostats become managed devices with inventory, battery and status monitoring, and codes issued and revoked automatically from bookings.

How do you stop assessment fraud emails?

Domain protection so nobody can send as you, email filtering that flags payment-change requests, and a written rule that payment details change only by phone verification.

Do you work with our existing management software?

Usually yes. We integrate with it rather than replace it, and we tell you plainly if it cannot do what you need.

First call

Start with a property and portal review. We walk one building, look at how owners pay and ask, and give you a plan.