Automation Tools Every Property Management BDM Should Use

As a Business Development Manager (BDM) in property management, your role is all about building relationships, generating leads, and driving rent roll growth. But let’s face it—admin tasks, manual follow-ups, and endless spreadsheets can eat up valuable time you could spend converting landlords. That’s where automation tools come in.

By leveraging the right technology, you can streamline your processes, boost productivity, and ensure no lead falls through the cracks. Here are the essential automation tools every property management BDM should use:

1. Customer Relationship Management (CRM) Systems

A CRM is your central hub for tracking leads, communications, and follow-ups. The best CRMs for property management BDMs offer:

  • Automated reminders for calls and emails

  • Lead scoring to identify high-potential landlords

  • Integration with email and social platforms

Popular options: HubSpot, Salesforce, or industry-specific CRMs like PropertyMe and Rex.

2. Email Marketing Automation

Nurture landlord leads without manually sending emails one by one. Automated email sequences can:

  • Welcome new enquiries with a professional touch

  • Provide educational content that builds trust

  • Re-engage “cold” leads over time

Tools to try: Mailchimp, ActiveCampaign, or HubSpot.

3. Social Media Scheduling Tools

Consistency on social media is key to attracting landlords. Scheduling platforms allow you to:

  • Batch content creation and plan ahead

  • Automate posting at optimal times

  • Track engagement and adjust strategy

Tools to try: Buffer, Hootsuite, or Later.

4. Calendar & Appointment Booking Tools

Stop the endless back-and-forth of scheduling meetings. Automated booking links allow landlords to pick a time that works for them.
Tools to try: Calendly, Acuity Scheduling, or Microsoft Bookings.

5. Document Automation & E-Signatures

Make the onboarding process seamless with digital contracts and forms. This speeds up the process for both you and your new landlord clients.

Tools to try: DocuSign, PandaDoc, or Adobe Sign.

6. Chatbots & Website Automations

Don’t miss out on landlord enquiries that come in after hours. A chatbot or website automation can:

  • Answer FAQs instantly

  • Collect enquiry details

  • Direct prospects to book a call

Tools to try: Drift, Intercom, or ManyChat.

The right automation tools won’t replace your role as a BDM—they’ll free you up to focus on what matters most: building relationships and converting more landlords. Start by automating one or two areas, then expand as your rent roll grows.

Ready to streamline your processes and supercharge your growth? Book a consultation with me today

Lauren Robinson