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Product Comparison | Community Association Management Software | HOA Management Software

Click each section to compare Condo Manager.

You can also download this comparison chart as a PDF file by clicking here.

General Features

Feature Condo Manager Generic Product Notes
Integrated accounting with management functions X
Copy setup template from other communities X
To Do list X Track items for follow-up including work orders, invoices, collections, and general tasks
Homeowner database X Mailing and contact information, email address information, alternative mailing addresses
Track owners, vendors, tenants, and board members X
Paperless Office Management X Attach documents to owner and vendor profiles, association notes, invoices, bank statements, and more
Unit sale function X Set up new owner and keep full history of previous home owner
Consolidated owner statements X Make it easy to track information for owners with multiple units
Integrated word processor X Send letters and notices out with automatic mail merge features
Email documents and financial statements directly from the software X
Communication tracking X Record notes and phone calls, emails, letters, etc. and keep full history for owners
Annual meeting reports X Print public sign in sheets and keep a private sheet with outstanding balances
Board member management X Track board members, their positions, terms, etc

Accounting Functions

Feature Condo Manager Generic Product Notes
Recurring owner charges X No need to print invoices for each owner
Custom late fee charges X Policies match the association (flat rate, percentages, or both)
Lockbox processing X Import lockbox files from bank, automatically updating owner accounts
Direct debit payments X Create NACHA files in Condo Manager to upload to bank
Automated collection actions X Track delinquent owners and generate custom collection letters
Collection status X Owner accounts are flagged for easy reference
Individual owner ledgers X Keep owner histories as long as desired. Print or email statements directly from CM
Print coupons, statements, invoices X Print with our without scan lines for bank lockbox
Easy budget preparation X Excel like grid for easy budget management. Can be exported directly to Excel.
Global vendors X Vendors can show in every community, or add specific vendors to each association
Insurance tracking X Warns if vendor's insurance is close to expiring
MICR check printing X Use blank check stock without extra software for printing checks
Unlimited bank accounts X Unlimited number of bank accounts for each association
Recurring accounts payable charges X
Vendor history X Notes, phone calls, invoices, work orders, and more
Vendor mailing labels X
Accounts payable aging reports X
Notification for overdrawn accounts X Warnings for accounts with insufficient funds for checks

Work Orders

Feature Condo Manager Generic Product Notes
Track service requests from owners X Track which requests are approved or rejected
Track bid requests X Print or email bid requests to multiple vendors, track bids that are approved by board
Job costing X Track cost for labor, material, and other charges
Invoice to association or owner X
Assign work orders to vendors or employees X Work orders can be printed or emailed directly from CM
Track open work orders X Track work orders for specific units or vendors, the association, or multiple associations
Link to Communication Module X Track notes from a phone call and go directly to the work order screen
Track open service requests X Display or sort service request and work orders with different sort options
Include in Monthly Report X Work orders and service requests can be included automatically

Utility Building

Feature Condo Manager Generic Product Notes
Bill owners for utility use X
Track multiple utility types X Sewer, water, gas, electricity, etc
Add taxes and surcharges X
Multiple billing options X Tiered rates, flat fees, and variable charges
Easy data entry X
Import files from other software or metering companies X
Mobile phone / PDA entry X Export data to a PDA and import updated readings back into CM
Interfaced with owner's ledger X Charges can show up on their HOA account statement
Print utility invoices X
Keep full utility history X Track usage and charges for every owner

CC&R Violation Tracking

Feature Condo Manager Generic Product Notes
Manage architectural requests X
Print or email rejection and approval letters X Letters automatically stored in owner communications
Record CCR articles X Text from articles can be referenced in violation letters
Store violation details X Record notes from property inspection
Store photograph of violation X
Enter description for owner to resolve the issue X Common descriptions can be stored to be automatically included in letters
Batch entry X Add violations and follow-up on existing violations in batch
Automatic follow-up X Letters and fees can be created automatically
Custom letter templates X Create letter templates for each violation and follow-up process
Automatic letter printing X Letters sent directly to printer with mail merge and recorded in owner communication
Keep history of violations X Violation histories are maintained, even after owner resale
Drive thru inspection list X Includes section for notes and shows any previous violations and follow-up actions
Quick violation summary X
Quick architectural request reports X Multiple sort options (approved, rejected, open, etc)
Include in Monthly Report X Include violation and architectural request histories in Monthly report

Collection Follow-Up

Feature Condo Manager Generic Product Notes
Create delinquent follow-up process X Customizable for each association
Custom letter templates X Print custom letters for each step in collection process
Define number of steps in process X
Customize for each association X
Define fees that are automatically applied X Define fees that can be applied with each step
Flag owner profile X A flag with the collection status appears in the owner profile screen
Determine when to stop accepting payment X CM will warn user if a payment is entered

Outlook Integration

Feature Condo Manager Generic Product Notes
Sync email messages into Communication History X
Sync "To Do List" with Outlook X To Do items are added to Outlook's Task panel
Sync old email messages with Communication History X Update all of your previous email messages with owners and vendors
Synchronize association contacts X Owner and vendor contact information can be exported and organized in Outlook
Full history tracking X Track sender, recipient, date, and body of email message

Profitability Module

Feature Condo Manager Generic Product Notes
Track every accounting transaction X CM will automatically calculate the time spent
Print reports with summary of time spent X
Print Pie Charts to show time distributions X
Track phone calls, letters, and emails X
Track time spent in management tasks X Can be any task performed by property manager (board meetings, on-site visits, conference calls, etc)
Print Summary Report X Shows every task type (invoice, check, phone call, etc) and the number of tasks completed
Print Profitability Report X Shows tasks completed, time distribution, and effective hourly rate
Export to Excel X Export reports to Excel for further analysis

HOA Website Service

Feature Condo Manager Generic Product Notes
Custom websites for your associations X
Unique web domain names X We can also manage your domains for a minimal fee
Community Calendar X Meetings, community events, etc
Reservation Calendar X Reservations for club houses and other amenities
Board member only section X Financial reports, documents, and other important information for the board
Upload data from CM X Latest payment info, balance, work orders, CCR, and ARC history
Online Owner Payments X Use any service that you wish
Custom contact forms X Custom forms can be directed to the appropriate person for follow-up
Broadcast email messages X Send updates to every owner with an email on file
Phone Tree System X Send phone messages to every home owner (charges apply)
Download updates to Condo Manager X Owners can update their contact information online, without calling your office

Web Backup Service

Feature Condo Manager Generic Product Notes
Offsite backup of Condo Manager data X
Redundant backups X Multiple backup servers ensure maximum security
Restore data anytime to any location X
Schedule automatic backups X Set it, and forget it. Backups are uploaded automatically
Multiple backup files X Keep up to 4 backups for every association