Business growth
Turn owner conversations into managed properties.
Keep potential owners, follow-ups and onboarding in one connected pipeline.
Try the workflowHarbour workspace · Illustrative data
Your portfolio, in focus.
Properties12
Open work8
Due today4
Harbour HouseCleaning reviewReady to review
Seabrook ApartmentKitchen tap repairIn progress
Parkside StudioArrival inspectionScheduled
One job. A connected history.
- Photo added
- Cleaning completed
- Timeline updated
- Update ready for review
Illustrative product preview · no live customer data
Why this matters.
Promising owner enquiries are lost when the next action depends on a private inbox.
Keep the important details connected.
Record portfolio size, source and next action.
Convert a won lead into an owner and onboarding checklist.
A practical path through the work.
- Record the owner enquiry and next step.
- Move the opportunity as the conversation progresses.
- Mark it won to begin structured onboarding.
Before you start
How does owner crm fit the property record?+
Record the owner enquiry and next step. Move the opportunity as the conversation progresses. Mark it won to begin structured onboarding.
Who can use this workflow?+
Managers work the pipeline; organization leaders review growth opportunities.
What should I know about this release?+
Access follows the configured role and workspace. This free pilot remains under active review and does not claim certification.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Owner onboarding
Track the practical steps between winning an owner and being ready to manage their home.
Explore 03Financial visibility
Record revenue, expenses, management fees and payouts alongside the relevant property.
ExploreRun your portfolio
from one place.
Start your workspace14-day Starter trial · No card required