Lasso CRM
Lasso CRM is a specialized customer relationship management software designed specifically for new home builders, developers, and sales agencies to convert more prospects into homeowners through automated lead management.
Novi AMS
Novi AMS is a member management platform designed specifically for trade associations and professional societies that use QuickBooks Online to sync data and automate complex administrative tasks.
Quick Comparison
| Feature | Lasso CRM | Novi AMS |
|---|---|---|
| Website | lassocrm.com | noviams.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $825/month |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2003 | 2015 |
| Headquarters | Vancouver, Canada | Orlando, USA |
Overview
Lasso CRM
Lasso CRM helps you manage the entire lifecycle of a new home sale, from the moment a lead registers on your website to the day they move in. Unlike general-purpose CRMs, this platform is built specifically for the real estate industry, meaning you get pre-configured workflows for high-volume sales environments. You can capture leads automatically from your website, third-party listing sites, and onsite kiosks to ensure no prospect falls through the cracks.
The software enables you to automate your follow-up processes with personalized email templates and scheduled touchpoints. You can also track inventory, manage contracts, and generate detailed sales reports to see exactly which marketing sources are driving your revenue. It simplifies the complex process of selling new construction by keeping your entire sales team synchronized on a single, industry-specific platform.
Novi AMS
Novi AMS is a member management platform built by association executives for association executives. If you use QuickBooks Online, you can eliminate manual data entry because the two systems share a single database in real-time. You can manage your entire member lifecycle—from applications and renewals to event registrations and committee tracking—without ever worrying about syncing errors or broken integrations.
The software focuses on automating the heavy lifting of association management. You can create custom member types, automate dues renewals, and provide your members with a self-service portal to update their own profiles. Because it lives inside the QuickBooks ecosystem, your accounting team gets clean data while your staff gets a user-friendly interface to grow your community.
Overview
Lasso CRM Features
- Lead Management Capture leads automatically from your website and listing services so you can respond to every inquiry instantly.
- Sales Automation Set up automated email workflows and follow-up reminders to keep your prospects engaged throughout their long buying journey.
- Inventory Tracking Monitor the status of every lot and floorplan in real-time to provide accurate availability to your potential buyers.
- Email Marketing Create and send professional mass emails to your entire database with built-in templates designed for real estate promotions.
- Reporting & Analytics Run detailed reports on traffic, sales velocity, and marketing ROI to make data-driven decisions for your communities.
- Mobile Access Access your prospect data and update lead status from the sales center or the field using any mobile device.
Novi AMS Features
- QuickBooks 2-Way Sync. Sync your member data and financial transactions instantly with QuickBooks Online to eliminate manual double-entry and reconciliation errors.
- Member Self-Service. Give your members the power to update their profiles, pay invoices, and register for events through a branded online portal.
- Automated Dues Renewals. Set up automated renewal workflows that send invoices and reminders based on your specific membership cycles and grace periods.
- Event Management. Organize everything from small committee meetings to large annual conventions with tiered pricing, attendee tracking, and instant invoicing.
- Committee Tracking. Manage your volunteer leadership by tracking committee terms, roles, and meeting attendance in one centralized location.
- Custom Reporting. Build deep insights into your membership trends and financial health using a flexible reporting engine that queries live data.
Pricing Comparison
Lasso CRM Pricing
Novi AMS Pricing
- Full QuickBooks Online integration
- Unlimited staff users
- Member self-service portal
- Event and committee management
- Automated dues processing
- Standard CMS website
- Everything in Standard, plus:
- Advanced custom fields
- Enhanced reporting capabilities
- Priority implementation support
- Advanced website customization
- API access for third-party tools
Pros & Cons
Lasso CRM
Pros
- Built specifically for new home sales workflows
- Excellent automated lead capture from listing sites
- Highly effective mass email and marketing tools
- Strong reporting on lead sources and conversions
- Responsive customer support team for technical help
Cons
- Interface feels dated compared to modern CRMs
- Learning curve for setting up complex workflows
- Limited customization options for specific niche needs
Novi AMS
Pros
- Unmatched real-time synchronization with QuickBooks Online
- Intuitive interface designed for non-technical staff
- Highly responsive customer support from association experts
- Eliminates hours of manual data reconciliation monthly
Cons
- Requires QuickBooks Online to function effectively
- Higher starting price point than generic CRMs
- Initial data migration requires significant staff time