Revenue intelligence platform that replaced phone-based reservations with automated booking-to-lease conversion, giving self-storage operators AI-driven occupancy optimization and pricing intelligence across every location
The self-storage industry loses an estimated 30-40% of potential bookings to phone-based reservation workflows. Customers browse facilities online, then abandon when forced to call. Operators juggle multiple disconnected systems for inventory, payments, and leases. Data lives in silos, making it impossible to measure revenue leakage, occupancy trends, or pricing effectiveness across locations.
Hello CRM needed a platform that could digitize the entire customer journey, from browsing units to signing leases, while giving operators AI-driven intelligence into revenue performance, occupancy patterns, and pricing optimization. It had to integrate deeply with SiteLink, the industry-standard management system that facilities already depend on.
As a multi-location operator, they needed full data sovereignty over their customer and revenue data. Per-unit SaaS fees were eating into margins, and vendor-locked platforms prevented the cross-location analytics needed to optimize pricing and occupancy at scale.
A fully automated digital experience from discovery to move-in. Every step that previously required a phone call now converts online, capturing revenue that legacy workflows lose.
Find facilities by location with real-time availability
Choose unit size with dynamic pricing and discounts
Create reservation synced to SiteLink instantly
Secure payment with automatic move-in cost calculation
Digital lease with e-signature. Move-in complete
Revenue intelligence and occupancy optimization for modern self-storage operations.
Manage multiple storage brands and locations from one dashboard with cross-portfolio analytics. Each brand gets its own domain, branding, and isolated data. Operators can compare occupancy, revenue, and pricing effectiveness across regions in a single view.
Discount plans respond to unit type, dimensions, vacancy levels, and customer segments to maximize revenue per square foot. Concessions can be fixed amounts, percentages, or flat rates, with approval workflows that prevent margin erosion from unauthorized discounts.
Deep SOAP API integration with SiteLink, the industry standard, means operators do not have to change their existing workflows. Tenant creation, unit reservation, payment processing, and lease management all sync in real-time, eliminating the double-entry that causes data discrepancies.
Decision automation powered by Google Gemini surfaces revenue patterns, occupancy anomalies, and pricing opportunities that operators would miss in manual reporting. Natural language queries let operators ask questions about their business in plain English. All read-only: AI analyzes but never modifies data.
Operators do not just need data. They need answers. Hello CRM's decision automation layer transforms order history into prioritized actions, surfacing revenue opportunities and occupancy risks that manual reporting misses.
High-level overview of order trends, revenue patterns, and location performance for any date range.
Natural language queries about order data. "Which location had the highest revenue last month?"
Identify patterns, anomalies, opportunities, and risks automatically from aggregated metrics.
Year-over-year or month-over-month analysis with AI-generated explanations of changes.
All AI features operate in read-only mode with database protection flags. AI analyzes aggregated metrics, never raw customer data, and cannot create, modify, or delete any records.
Every technology choice was made to serve a specific revenue or operational outcome. Hello CRM owns the intelligence, not just the interface.
Digital lease signing with automated confirmation emails. No paper, no scanning.
Offer insurance plans during checkout with automatic premium calculation.
Cloudflare Turnstile integration prevents automated reservation abuse.
Automated emails via Postmark for reservations, payments, and signatures.
Auto-categorize units by size with dimensions, pricing, and availability tracking.
Real-time dashboards with total orders, revenue, and average order value.
Isolated data per brand with acts_as_tenant. Each operator sees only their data.
Configure office and access hours per location with holiday handling.
Google Maps for facility locations with automatic geocoding.
Zero per-unit fees. Zero transaction percentages. Zero exit cost. Hello CRM owns the intelligence, not just the interface. Every component is theirs to extend, migrate, or operate independently.
Get a strategic assessment of where revenue intelligence and occupancy optimization can capture bookings you are currently losing.
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