Built for HOA Management

Run Your HOA Management Company. Powered by AI.

Community management, dues collection, violation tracking, and maintenance coordination — all in one platform designed for HOA management.

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CRM

Everything You Need to Grow Your HOA Management Companies

Purpose-built tools that work together seamlessly for hoa management companies.

Community Management

Manage multiple communities with property records, owner info, and architectural reviews.

Homeowner Portal

Self-service portal for dues payments, maintenance requests, and document access.

Dues Collection

Automated assessment billing with late fee calculation and lien tracking.

Violation Tracking

Photo-documented violation notices with hearing scheduling and resolution tracking.

Maintenance

Common area maintenance requests with vendor dispatch and cost tracking.

Portfolio Analytics

Collections rate, violation trends, and community financials — all at a glance.

Your Complete HOA Management Companies Toolkit

Every app included in your hoa management companies package, with the features that matter most.

CRM

AI-powered CRM that closes 3x more deals

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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

Unlimited custom pipeline stages
Drag-and-drop deal management
Weighted revenue forecasting
Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

Unified activity timeline
Email and call tracking
Custom fields and tags
Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

Auto lead assignment rules
Drip email sequences
Task creation triggers
Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

Sales performance dashboards
Custom report builder
Win/loss analysis
Team leaderboards

Invoicing

Get paid 2x faster with AI-powered billing

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Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Helpdesk

AI-powered support at scale

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AI-Powered Ticket Resolution

Deelo Helpdesk uses AI to auto-classify incoming tickets, match them against your knowledge base, and draft accurate responses for agent review. Resolve common issues in seconds.

TF-IDF knowledge base matching
AI-generated draft responses
Auto-classification by type and priority
Continuous learning from agent edits

SLA Management & Escalation

Define first-response and resolution SLAs per priority level. Get proactive alerts before breaches and automatic escalation when targets are missed.

Custom SLA policies by priority
Real-time SLA compliance dashboard
Auto-escalation on breach
SLA performance reporting

Omnichannel Support

Manage support from email, live chat, phone, and a self-service portal in one unified inbox. Customers reach you however they prefer.

Email-to-ticket conversion
Live chat widget integration
Phone and voice integration
Branded self-service portal

Advanced Ticket Workflows

Split complex tickets into subtasks, run side conversations with other departments, and use skills-based routing to ensure the right agent handles every issue.

Parent-child ticket splitting
Internal/external side conversations
Skills-based agent routing
Round-robin and load-balanced assignment

Projects

Ship on time with Kanban, Gantt, and sprint planning

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Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Why Choose Deelo for Your HOA Management Companies?

See how Deelo's crm software compares to the most popular alternatives on the market.

Feature	Deelo CRM	Salesforce	HubSpot CRM	Pipedrive
Pipeline Management	Included	Included	Included	Included
Contact Management	Included	Included	Included	Included
Email Integration	Included	Included	Included	Included
Sales Automation	Included	Included	Included	Included
Built-in Invoicing	Included	Not included	Not included	Not included
Built-in Phone System	Included	Not included	Not included	Not included
50+ Integrated Apps	Included	Not included	Not included	Not included
No Per-User Add-ons	Included	Not included	Not included	Not included
Price	$19/seat/mo	$25-300/user/mo	$15-150/user/mo	$14-99/user/mo

Try Deelo Free for HOA Management Companies

Frequently Asked Questions

Everything you need to know about Deelo for hoa management companies.

Yes. Deelo CRM supports CSV import with field mapping, so you can bring over contacts, companies, deals, and notes from any system including Salesforce, HubSpot, and Pipedrive.

No. All plans include unlimited contacts, companies, and deals. There are no hidden caps or storage fees for your CRM data.

Yes. Send emails directly from the CRM and track opens, clicks, and replies. You can also set up automated email sequences for lead nurturing.

Yes, Invoicing is included free on all Deelo plans including the Free tier. You get unlimited invoices, estimates, and clients with no hidden transaction fees beyond standard Stripe processing.

Deelo includes invoicing plus 50+ other business apps (CRM, projects, time tracking, accounting) in one platform starting at $19/seat/month. FreshBooks charges $17-55/month for invoicing alone and requires separate subscriptions for CRM, project management, and other tools.

Yes. Your customer self-service portal allows anyone to submit tickets via email or the web portal without needing to log in. They receive email updates on their ticket status automatically.

When a ticket comes in, our AI searches your knowledge base using TF-IDF matching to find relevant articles. It then drafts a response for the agent to review and send. Agents can edit the draft or send it as-is, and the AI learns from those edits over time.

Yes, Projects is included free on all Deelo plans. There are no limits on the number of projects, tasks, or team members.

Deelo includes project management plus 50+ other apps (CRM, invoicing, time tracking, helpdesk) in one platform starting at $19/seat/month. Asana and Monday.com charge per-user fees for project management alone and require separate tools for CRM, invoicing, and more.

Absolutely. Deelo's platform is purpose-built for hoa management companies with industry-specific tools including CRM, Invoicing, Helpdesk, and more. Everything works together seamlessly so you can manage your entire business from one place.

Your hoa management companies package includes CRM, Invoicing, Helpdesk, Projects -- plus access to 40+ other business apps. All apps are included on every plan, even the free tier.

Yes! Deelo offers a generous free plan that includes all apps with core features. You can run your hoa management companies operations without paying a cent. Paid plans start at $19/seat/month when you need advanced features, more storage, or AI credits.