HOA Resident CRM

People Are Your Community, Not Units

A profile for every neighbor — who they are, who's in their household, what they've asked for, and what the board should remember. Knowledge that used to take years on the board to accumulate easily transfers in less than a day.

Know each homeowner as a person, not a row in a spreadsheet

Their household, property, every request and payment, and the notes that matter — one profile that holds it all and stays with the community long after you step down.

The community's history writes itself

Requests, RSVPs, payments, and documents attach to the right neighbor automatically. You get a full record without anyone ever updating a spreadsheet.

Import your residents in minutes from a CSV file

Neighbors see a directory. The board sees the whole picture.

Share names and roles with the community, keep notes and history for the board.

Board notes that outlast your term

Leave private notes on any contact — board-only, and they stay put when terms change.

Owners, renters, and vendors, all in one place

Group by committee, street, or interest for targeted outreach

See it in action

Tour the resident directory

Watch how contacts, properties, household links, and resident roles come together in one place.

What's Included

  • Unlimited resident, board, and vendor contacts
  • Household relationships and unit/property affiliations
  • Ownership status, occupancy type, and billing designations
  • Automatic activity timeline across HOA Hub
  • Private board notes on any contact record
  • Full audit trail of every change
  • Groups, tags, and custom categories
  • Bulk CSV import with column mapping
  • Privacy controls on the resident directory

All of the Above, on Every Plan.

No contract. Cancel anytime. Set up in under ten minutes.

Become the Hero of Your HOA

Without
  • Resident contacts scattered across a spreadsheet, an inbox, and someone’s phone.
  • Half the community’s history walks out the door when a board member’s term ends.
  • "Who lives at 118 Maple Lane?" takes three texts and a guess.
  • Nobody remembers why the board flagged a unit two years ago.
WithHOA Hub
  • Every contact, household, and vendor in one shared directory.
  • Notes, activity, and relationships survive every board turnover.
  • One search shows who lives where and how they’re connected.
  • Board context is written down, attributed, and always there.
An HOA community that uses HOA Hub to improve communications and simplify the work of the board.

Case study

Read How Sunrise Trails HOA Keeps Their Community's Knowledge in One Place.

Single-family home community · 33 units · Minnesota

Read the story
Common questions

Answers, before you ask.

What is HOA Hub's Resident CRM?

HOA Hub's Resident CRM builds a living profile for every person in your community — residents, board members, and vendors. It goes beyond a contact list by tracking household relationships, property affiliations, communication history, activity timelines, and private board notes. When a board member's term ends, all of that institutional knowledge stays with the community.

Can I import my existing resident directory into HOA Hub?

Yes. HOA Hub supports bulk CSV import with column mapping. Upload your existing resident spreadsheet, map your columns to HOA Hub fields, and your directory is ready to use in minutes — no manual data entry required.

Does the activity timeline update on its own?

Yes. Every ticket, event RSVP, payment, and document interaction attaches to the right contact automatically. Nobody has to update a spreadsheet — the community's history records itself as people use HOA Hub.

What happens to board notes when a term ends?

They stay with the community. Private board notes, activity history, and household relationships live on the contact record, not in any one person's inbox. The next board picks up with the full context already in place.

Who can access the resident directory?

Board members and admins see full contact profiles including activity history, board notes, and all contact details. Residents see a limited community directory based on the privacy settings you configure, so personal information is only shared with the people who need it.

Can I track vendors and contractors too?

Yes. Vendors, contractors, and service providers live in the same directory as residents, with company affiliations and service categories. The landscaper, the plumber, and the management company are one click away alongside your homeowners.

Your community's knowledge deserves a permanent home.

Keep institutional knowledge every time a board member moves on. See how HOA Hub keeps your community's history in one place.