HOMIRA CRM

See the platform. Understand your role.

Real screens, explained step by step. One shared process with different permissions for managers, chairpersons, residents and companies.

Property managers

Your communities, in one place.

See communities, residents, open cases and completed work. Each manager accesses the information assigned to them.

HOMIRA CRM Illustrative overview
FICTIONAL EXAMPLE DATA

Your management at a glance

Example of activity across communities, residents and jobs.

20Communities
530Residents
20Open cases
230Completed jobs
Illustrative CRM panel with fictional figures. These are not Homira’s actual totals or customer data.
  1. 01

    Keep work in context

    Organise cases and documents by community.

  2. 02

    Coordinate people

    Register communities and residents; assign the chairperson role.

  3. 03

    Decide the next step

    Review communal issues and assign the responsible company.

Managers and chairpersons

Keep a record of every approval.

Quotes, permission to start work and payment approval are separate decisions. A chairperson may approve within the scope of a valid delegation.

HOMIRA CRM Managers and chairpersons
Keep a record of every approval. Actual empty CRM panel
Real CRM screenshot in read-only preview. Empty view; no client data. Interface shown in Spanish.
  1. 01

    Choose the approver

    The manager configures the chairperson’s delegation for each community.

  2. 02

    Record approval and signature

    The record includes identity, date and a drawn signature when provided.

  3. 03

    Keep the approval receipt

    A PDF is linked to the case, available according to permissions and can be emailed to the company.

The PDF is an approval record, not proof of payment or a qualified electronic signature. The company can only consult receipts for its own jobs.

Companies · Invoices

Invoiced. Paid. Still outstanding.

Distinguish recorded, sent, outstanding and paid invoices alongside the jobs they belong to.

HOMIRA CRM Companies · Invoices
Invoiced. Paid. Still outstanding. Actual empty CRM panel
Real CRM screenshot in read-only preview. Empty view; no client data. Interface shown in Spanish.
  1. 01

    Link the invoice

    Record its number, amount and due date against the relevant job.

  2. 02

    Track due dates

    See days remaining or overdue and filter overdue invoices.

  3. 03

    Record payment

    Update payments received outside Homira. Payment approval does not mean payment has been received.

Companies · Planning

Keep the next service in sight.

Link preventive maintenance to a community and asset. Set the schedule and keep the contract and service history together.

HOMIRA CRM Companies · Planning
Keep the next service in sight. Actual empty CRM panel
Real CRM screenshot in read-only preview. Empty view; no client data. Interface shown in Spanish.
  1. 01

    Prepare the contract

    Upload a contract or use an available template as a starting point.

  2. 02

    Schedule the service

    Set dates and frequency for each maintenance plan.

  3. 03

    Check upcoming work

    See overdue visits, upcoming services and recorded work in the dashboard.

Due-date notices appear in the dashboard. Automatic maintenance email reminders are not enabled.

Residents and owners

Report an issue. Follow its progress.

Describe the problem, add its location and attach photos or videos. Separate communal issues from repairs inside your home.

HOMIRA CRM Residents and owners
Report an issue. Follow its progress. Actual empty CRM panel
Real CRM screenshot in read-only preview. Empty view; no client data. Interface shown in Spanish.
  1. 01

    Show the problem

    An overview and a detail photo help explain the issue.

  2. 02

    Follow your case

    See the status, comments and documents available to your account.

  3. 03

    Stay informed

    Read the notices and documents shared with you by your community’s managers.

CONTROLLED ACCESS

Your space, with your permissions.

The CRM operates with authorised Homira accounts. Homira reviews company and property manager registrations; residents are linked to their community by its manager.

Creating a profile does not automatically grant access. You need an invitation and an approved profile. Read and accept the terms before carrying out operations; they remain available in your account.