Resident CRM

A profile for every neighbor. Continuity for every board.

A living profile for every resident, board member, and vendor. Activity history, household relationships, and board notes all in one record. When a term ends, the knowledge stays.

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Board view

You see the full picture

SM

Resident profile

Sarah Martinez

4837 Oak Ridge Ln · Owner since 2018

Owner Autopay ARC committee

Activity across HOA Hub

Paid March dues · $340 via autopay

Mar 4, 2026

RSVPed to Spring Block Party · +1 guest

Mar 8, 2026

Submitted architectural review · Backyard fence variance

Mar 12, 2026

Joined ARC committee

Jan 15, 2024

Board notes

Visible to admins only

"Volunteers for landscaping committee. Raised concerns about pool hours in 2023, resolved at Aug board meeting. Reliable contact for ARC questions."

Note added by Mark T. (former president) · 2024

Notes survive board turnover. Activity history goes back to day one.

Resident view

They see a community directory

Your neighbors

MT

Mark T.

Board president

DK

David K.

Treasurer

JL

Jenna L.

ARC committee

AR

Alex R.

Resident

Contact details shared only per the privacy settings the board configures.

Residents see who's who. The board sees the full record.

Every interaction across HOA Hub attaches to the right resident automatically. The community's memory builds itself.

Part of HOA Hub's HOA management software.

People & Properties

Every household, relationship, and property connected

Track family members, property affiliations, ownership status, occupancy type, and billing designations. When a board member asks "who lives at 42 Maple?" the answer is one click away.

  • Household tracking — link family members, spouses, and children so you understand who lives where and how contacts relate to each other
  • Property affiliations — connect contacts to properties with ownership status, occupancy type, and billing designations for a complete picture
  • Contact details that matter — birthdays, multiple phone numbers and emails, company affiliations, and any custom notes the board needs to remember
HOA Hub contact detail page showing property affiliations, household members, and contact information
Activity Timeline

See the full story, not just a name and address

Every interaction is tracked automatically. Requests submitted, events attended, notes from board conversations, and a complete audit log — all on one page. When a new board member takes over, the context is already there.

  • Automatic activity log — every ticket, event RSVP, and document interaction is recorded without anyone having to update a spreadsheet
  • Board notes — add private notes to any contact record for context that doesn't belong in a formal ticket
  • Full audit trail — see who changed what and when, so the board always has accountability and transparency
HOA Hub contact activity timeline showing resident requests, board notes, and audit log entries
Groups & Organization

Organize your community the way it actually works

Tag contacts by committee, mailing list, or any grouping that makes sense for your community. Import your existing resident list from a spreadsheet and be up and running in minutes.

  • Groups and tags — organize contacts into committees, mailing lists, volunteer groups, or any custom category your community needs
  • Vendor tracking — manage vendor and contractor contacts alongside residents, with company affiliations and service categories
  • Bulk import — upload your existing resident spreadsheet and map columns to HOA Hub fields — no manual data entry required
HOA Hub contact list with group filtering and tag organization

Your community's knowledge deserves a permanent home.

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

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