AI CRM

Every lead, conversation, and lease on one record.

Leasing teams, chat AI, voice AI, and Agent Assist all work from the same record. Every interaction captured, every action logged. Human or AI, everyone knows exactly where the relationship stands.

30 days from kickoff to go-live. First revenue inside 60.

See demo →

Nancy M.

Prospect · Skyline at Roosevelt · source Zillow

Record

Move-inOct 1

Budget$1,900

Floor plan2 bed

StageApplying

Today 9:12 Juno booked an in-person tour for Saturday at 11:00

Yesterday Maya T. applied an Agent Assist suggestion on SMS, pet policy confirmed

Aug 19 Union Voice AI answered after hours and verified unit 214

Aug 18 Lead created from the website chat, source Zillow

One record, every channelHuman and AI, same timeline

One record, every channel. Calls, texts, emails, tours, and applications land on the same timeline, whether a person or Union’s AI handled them.

Operators running 2,000 to 60,000 units run the renter journey on Union.

Why one record
changes everything.

Most CRMs were built to store contacts. Union was built to run leasing, with AI in the record from the first line of code. The record is where your team works, where the AI answers from, and where the owner looks for the numbers.

Two Union team members working alongside a leasing team at a monitor in an open office.

One record, every channel.

Built for leasing agents, not bolted on. Pipelines, unit matching, and renewals are first-class, and the AI answers with the whole picture because it lives on the same record as your team.

Not bolted on.
Built for leasing agents.

Pipelines, unit matching, and renewals are first-class, not bolted on. Your team works the way they already think.

Learn more →

Saved views by property, agent, and stage let a centralized team pull the exact queue it needs in one click.

PipelineToursApplications

✓

New leads, 14

Juno and Voice AI created 9 overnight, 5 from the ILS feed

✓

Tours scheduled, 9

Thursday and Saturday, matched to units 214, 318, and 411

✓

Applications, 6

4 in screening, 2 awaiting signature

○

Renewals due, 11

Next 60 days, specialists assigned

AI that sees
the whole picture.

Because the AI lives on the same record, it answers with full context: the prospect’s history, the unit they want, and what was promised on the last call.

Learn more →

Every suggestion, call, and chat is logged on the record, so your team sees what the AI did and the AI sees what your team did.

Nancy M.

Prospect · 5 touches · last contact today

✓

Unit wanted

214, 2 bed, ground floor, available Oct 1

✓

Last promise

$1,840 on a 12-month term, held through Sep 5

✓

Application status

Screening complete, income verified

Handled so far

Juno on chat, Union Voice AI after hours, Maya T. on SMS

Guest parking policy

Contested, flagged for re-verification

Every action logged.
Every interaction captured.

When leasing, chat AI, voice AI, and applications run in separate tools, someone has to reconcile them. On Union they share one record, so nothing is dropped, nothing is duplicated, and nobody re-keys.

Calls, texts, emails, tours, and applications land on one record. No stitching across tools.
AI-suggested replies surface on the record during live calls, chats, and SMS, so new hires perform like veterans.
Document generation, e-signature, screening, and income verification happen in one flow, on the same record.
When work passes between your team and the AI, nothing is dropped and nothing is duplicated.

Skyline at Roosevelt

Activity · today · all channels

Live

Nancy M.Tour booked by Juno, Saturday 11:00AI

Danielle R.SMS reply applied by Maya T.Agent

Marcus T.After-hours call answered, unit 318 verifiedVoice AI

Priya N.Income verification completeApplications

Jordan W.12-month renewal offer sentRenewals

Sam K.Note added: prefers top floorAgent

One record, not a reconciliation project.

Point solutions each hold a slice of the renter. The leasing team works in one, the AI in another, applications in a third, and the status falls out of sync between them. Union runs the whole journey on one record.

A point tool stores a slice.
Union runs the relationship.

Union AI CRM

One record, one timeline. Calls, texts, emails, tours, applications, and renewals, whether a person or the AI handled them.

Point solutions around a PMS

Four to six tools, each with its own copy of the renter. Someone reconciles the rest.

✓

Awaiting signature

6 applicants, 3 properties

✓

Tours this week

9, assigned by agent

○

Needs a reply

4 threads older than 2 hours

Views for centralized teams

Saved, filtered views by property and agent let a centralized office pull the exact queue it needs, instead of chasing updates across systems.

✓

Yardi

Occupancy and revenue synced 2 minutes ago

✓

Units and pricing

214 open Oct 1, 318 open Nov 15

✓

Residents

Ledger and lease dates on the record

Your PMS feeds the record

Union connects to Yardi, RealPage, ResMan, and Entrata, so occupancy and revenue flow into the record while Union replaces the point solutions around them.

9:04 Juno answers on web chat, verifies 214

9:06 Prospect asks for a person

9:06 Maya T. picks up the thread, context attached

9:12 Tour booked, logged once

Nothing dropped, nothing duplicated

When work passes between your team and the AI, the record is the handoff. Your agent sees the whole thread, and the AI sees what your agent did.

“This is our third CRM. With the last two, we were just another number and we never had a successful implementation. Union walked us through step by step.”

Melinda HowardVP of Training and Systems, PLK Communities

See how Union implements →

Union Customer Success team members with a customer's onsite leasing team on kickoff day

Union’s customer success team with a customer’s onsite leasing team on kickoff day

The AI CRM in numbers

1 record

Replaces 4 to 6 point tools

100%

Interactions captured on the record

1 day

Median lead to application, versus 2 to 4 on legacy systems

Individual results vary and are not a guarantee of performance.

The AI CRM works better
because it is not a point solution.

It is the record the rest of Union runs on. Leasing, AI agents, marketing, renewals, and resident operations all read from and write to the same place.

AI CRM

AI Voice Agent AI Web Chat Agent Assist Leasing Renewals Marketing Market Intelligence Ancillary Revenue

FAQs

What is Union AI CRM?

Union AI CRM is the system of record for the entire renter journey. Every lead, conversation, tour, application, lease, and renewal lives on one record, and Union’s AI works from that same record, so it answers with the full context of the relationship.

How is it different from a CRM bolted onto a PMS?

A bolt-on works from a copy of whatever the PMS exposes, and each tool around it holds its own slice of the renter. Union was built to run leasing, with the AI in the record from the first line of code, so there is one timeline and one source of truth.

Does Union replace my property management system?

No. Union connects to Yardi, RealPage, ResMan, and Entrata, so occupancy and revenue flow into the record, and replaces the point solutions around the PMS: the leasing CRM, AI chat and voice, applications and screening, and marketing attribution.

What happens when the AI hands a conversation to a person?

The record is the handoff. Your agent picks up the full thread, not a summary, and anything the AI did is already logged. When the agent is done, the AI sees what the agent did. Nothing is dropped and nothing is duplicated.

Does it work for a centralized leasing team?

Yes. Above-property teams work from the same record as on-site staff, with saved, filtered views by property and agent, so centralizing leasing or renewals does not cost you context.

How long does implementation take?

About 30 days from kickoff to go-live. Union travels to you and is onsite for kickoff and training, and your team joins Union Slack channels for daily access to the people who build the product.

See the AI CRM
running on your portfolio.