Switching to Union
Switching CRMs is work.
Here is exactly how Union does it.
Union connects to your PMS, trains your teams in person, and stays one Slack message away after go-live.
Built for operators running approximately 2,000 to 60,000 units. Works with Yardi, RealPage and ResMan.
How the switch works
Four steps from kickoff
to your first day live.
01
Start with your portfolio
Union starts from your properties, technology stack, workflows and operating model. No generic implementation plan.
02
Connect Union to your PMS
Your PMS stays in place. Union connects to Yardi, RealPage and ResMan.
03
Kick off together, in person
Union's Customer Success team comes on site for kickoff and training. Not a webinar and a help center.
04
Go live in about 30 days
Most Union customers move from kickoff to go-live in approximately 30 days.
DRAFT NOTE. Careena to confirm the typical go-live before publish. PLK ran December to March.
After you switch
You are not handed off
to a help center.
On site for kickoff and training
Our VP of Customer Success is on site for the kickoff, not on a webinar.
Direct access in Slack
Your team gets direct access to the Union team in Slack, before and after go-live.
46 customer trips in 2025
We get on the plane. Union made 46 customer trips last year.
Your PMS stays in place
Your PMS remains in place. Union connects to it.
Revenue in 45 to 60 days
First resident-funded revenue typically follows in 45 to 60 days, often before the full rollout is complete.
What moves from your old CRM
Union will confirm exactly which records come with you.
What the switch delivers
Results from a Union
customer deployment.
100%
Of leasing calls answered, day and night
148%
Improvement in lead-to-tour conversion at Mark-Taylor
70%+
Of calls resolved by the AI agent, no transfer
Mark-Taylor Residential. Read the Mark-Taylor story
Teams that made the move
Operators who switched
say it plainly.
"This is our third CRM. With the last two, we were just another number and we never had a successful implementation. Union walked us through step by step."
"There's no one in PropTech SaaS that prioritizes support and partnership the way Union does. Union is peerless there."
"We rolled out Union's AI across our portfolio and became #1 in the nation in resident loyalty."
Plan your switch
Everything to bring to your team.
Switching FAQ
Fair questions, straight answers.
How long does switching to Union take?
Most customers go live in about 30 days from kickoff. First resident-funded revenue typically follows in 45 to 60 days.
Do we have to change our PMS?
No. Your PMS remains in place. Union connects to Yardi, RealPage and ResMan.
Who trains our leasing teams?
Union's Customer Success team comes on site for kickoff and training, rather than running a webinar.
What support do we get after go-live?
Your team gets direct access to the Union team in Slack.
Which portfolios is Union built for?
Operators running approximately 2,000 to 60,000 units.
What happens to the data in our current CRM?
Answer pending.
Let's plan your switch
to Union, together.
Tell us about your portfolio. We will map the rollout with you.