Best Strata CRM and Management Software (2026)

Sonny HovsepianPublished 3 Nov 2026Updated 3 Nov 2026Strata CRM and Software
Best Strata CRM and Management Software (2026)

Key Takeaways

  • Most Australian strata firms should choose their strata management platform before buying a separate CRM, because accounting, levies, meetings and owner records belong together.
  • MRI Strata Master, StrataMax, Urbanise Strata, PropertyIQ Strata and SMATA are the professional-manager shortlist, with the right choice depending on the firm's accounting, communication and workflow needs.
  • StrataBody suits self-managing committees; StrataBody Essentials has a standard price of A$49 per scheme per month for up to 14 lots, with extra-lot charges, as published at November 2026.
  • StrataBody and StrataVote are the only products in this comparison showing a dollar price on the pages I could read as at November 2026, so ask every other vendor for a written quote.
  • Merlo AI, resvu, StrataVote and MYBOS address different operational gaps around a strata platform, so buyers should check which records and responsibilities stay in the existing system.

I'd start with the strata platform you already run. Check whether the platform handles your contact history and follow-up properly before adding another CRM. MRI explicitly describes accounting, communications and CRM together; the other platforms deserve a workflow demonstration, rather than an assumption about what the word CRM means.

Is There a Dedicated Strata CRM, or Does CRM Sit Inside Strata Software?

In this comparison, the only CRM wording I found sits inside a strata platform, MRI Strata Master, so for most firms the search starts with the platform. A strata CRM search usually combines two jobs: managing existing schemes and winning new ones. I would assess those separately. Truespeak's guide to real estate enquiry and follow-up automation explains the follow-up side.

MRI's checked page explicitly puts communications, accounting and CRM together. MRI was the only professional platform whose checked pages used the word CRM. That does not establish that the others lack contact records or relationship tracking.

For new business, ask: does my strata platform track enquiries and quotes for new schemes well enough? A separate CRM only earns its place when you can name the missing job and decide where the resulting records belong.

Which Strata Management Platforms Suit Professional Managers in Australia?

I would shortlist by the work your team needs to complete, then ask each vendor to demonstrate the same scheme, correspondence and accounting scenarios.

ToolWhat It DoesBest ForPricing As Published, November 2026Available In Australia
MRI Strata MasterStrata trust accounting, levy communications and reporting; MRI also describes CRM.Firms wanting accounting and contact work together.No price on checked pages.Yes.
StrataMaxOwner portal for reports, documents and outstanding balances.Firms assessing owner and committee self-service.No price on the pages I could read.Yes.
Urbanise StrataLevies, meetings, reporting, communications and a community portal.Firms wanting connected cloud workflows.Per lot, with volume discounts; no dollar figure on the pages I checked.Yes.
PropertyIQ StrataCloud correspondence, financial reporting and open APIs.Firms wanting financial reporting and developer access.No price on checked pages.Yes.
SMATACloud management, communication and accounting tools; Australian data storage.Teams wanting those functions in one product.Discuss plans through a demo request.Yes.

MRI Strata Master: ask to see contact history, enquiry tracking and reporting. A CRM label is a starting point, not a feature specification. MRI's product page promotes a Strata Master Cloud launch webinar, so confirm which deployment your demonstration and quote cover.

StrataMax: I could only read the owner portal and the portal help site, which covers Invoice Hub and VoteMax. Ask directly about CRM, contact history, the full feature set and pricing basis.

Urbanise: the platform describes tasks, notes and timelines, while its future-ready page describes an open API framework. Test whether those functions cover your enquiry tracking before buying a separate CRM.

PropertyIQ: the strata page describes a Macquarie Bank integration. If your firm banks elsewhere, ask the vendor to demonstrate that arrangement before deciding.

SMATA: Australian data storage is useful information, but I would still ask for a demonstration of permissions, correspondence history and the tasks the product automates today.

What Should a Volunteer Committee Use to Self-Manage Its Scheme?

StrataBody is built for Australian owners corporations managing their own schemes. Its published features include meeting agendas and voting, levy schedules, maintenance requests and compliance due-date tracking. That makes StrataBody the self-management option here, rather than a platform for a professional management firm's portfolio.

ToolWhat It DoesBest ForPricing As Published, November 2026Available In Australia
StrataBodySelf-managed scheme administration.Volunteer committees.Essentials: A$49/month standard; Pro: A$69/month standard. Both include 14 lots.Yes, built for schemes across Australia.

As published at November 2026, Essentials adds A$3.50 per extra lot and Pro adds A$4 per extra lot. Launch prices are A$29 and A$45 per month respectively for the first 50 paying schemes; the page does not say how many places remain. No GST is charged. Annual billing is ten times the monthly amount.

Do Merlo AI, Resvu, StrataVote and MYBOS Replace a Strata Platform?

No. Merlo AI, resvu, StrataVote and MYBOS sit alongside a strata platform, so I would assess each as an addition addressing a specific pressure point. Their published roles differ, and buying one does not settle the accounting-platform decision.

ToolWhat It DoesBest ForPricing As Published, November 2026Available In Australia
Merlo AIHelps strata teams with inbox and meeting administration around existing tools.Firms keeping a platform Merlo names.No price on the pages I checked.Yes.
resvuOwner communications, maintenance requests and work orders.Firms with pressure on inbound owner requests.No price on the pages I checked; demo enquiry.Yes.
StrataVoteMeetings, electronic voting and documentation alongside existing software.Firms meeting its portfolio requirements.$4.50 per lot per year, plus an implementation fee.Yes.
MYBOSBuilding work orders, inspections, assets and resident communications.On-site building and facility managers.Depends on buildings and features; demo and quote.Yes.

Merlo AI: MRI describes integration with Strata Master and Microsoft 365. The Urbanise Merlo page says Urbanise remains the system of record, with Merlo responsible for its own contract, billing and support. Ask how approval works in your setup.

resvu: its site names StrataMax, PropertyIQ and Strata Master integrations and explicitly says resvu works alongside trust accounting. Check which records synchronise and who resolves a failed update.

StrataVote: the implementation page sets a 1,000-lot minimum, with billing usually pro-rata monthly. The published price does not specify currency or GST, so ask for those and the implementation fee amount in writing. Smaller portfolios may be accepted at a premium.

MYBOS: the checked page describes building operations, rather than levies or trust accounting. Ask exactly how building work and records will connect to your strata platform.

What Does Strata Software Cost, and Which Vendors Publish Prices?

On the pages I could read as at November 2026, only StrataBody and StrataVote show a dollar price. Urbanise publishes a per-lot pricing basis, with volume discounts, but no amount on the pages I checked.

I would request a written quote covering:

  1. The charging unit: scheme, lot, building, user or portfolio.
  2. Migration, implementation, training and contract terms.
  3. Portals, communications and add-ons included in the quote.
  4. API access, support and responsibility for failed synchronisation.

Is Apartment or Condo Software Different from Australian Strata Software?

Condo is the North American word for the same kind of ownership that Australia calls a strata scheme in NSW, an owners corporation in Victoria and a body corporate in Queensland and other states, so treat these searches as questions about strata software. For this buying decision, separate scheme administration from running the building. MYBOS addresses building operations; the professional strata platforms address the management firm's work. If your enquiry concerns rental tenancies, use the separate rental property management software comparison.

Ask any overseas apartment or condo product to demonstrate the Australian state requirements relevant to your work. Trust money and licensed duties stay with people and the strata platform, not a general CRM or an AI step. In NSW, only a class 1 agent nominated as licensee-in-charge can authorise withdrawals. Victoria requires registration for managers carrying on business for a fee or reward. These are general information; check your state regulator.

Systems Built Around Your Workflow: Where Does Truespeak Fit?

For an Australian strata firm that wants follow-up and record upkeep designed, built and then run around its existing tools, with a person approving anything sensitive, Truespeak is built for exactly that.

Clients work directly with me, Sonny Hovsepian, based in Sydney. I spent 20+ years in commercial roles at businesses including Optus, Samsung and Nikon, and I have built 25 working productivity systems. Truespeak monitors the systems after launch, fixes failures, reviews exceptions and improves rules. That is the role of Truespeak's managed AI automation service.

Here is an example design:

  1. An owner or committee email arrives.
  2. Useful scheme context is gathered through an available connection.
  3. A reply and task are drafted for the strata manager's approval.
  4. The approved message and outcome are recorded against the scheme.

Keep a person on levy arrears, debt recovery, trust money, legal questions and disputes. Where a tool has no usable connection, that step stays manual. Read how AI works with existing software before assuming a connection exists.

I'd start with one repeated follow-up job. Truespeak's guide to what strata managers should automate first helps choose it; a discovery call is Truespeak's first step.

Frequently Asked Questions

What is the best CRM for an Australian strata management company?

Start by testing the contact and follow-up functions in your strata platform. MRI's checked pages explicitly describe CRM alongside accounting and communications. The other platforms need a demonstration of contact history, enquiry tracking and reporting before a separate CRM decision.

Do I need a separate CRM if I use Strata Master, StrataMax or Urbanise?

Only add a separate CRM if you can identify a job your existing setup does not handle well, such as tracking proposals for new schemes. Check the actual workflow rather than assuming that a platform lacks contact records because its checked pages do not use the word CRM.

Which strata software suits a small Australian strata firm?

Compare MRI Strata Master, StrataMax, Urbanise Strata, PropertyIQ Strata and SMATA against the same accounting and communication scenarios. I found no dollar prices for these platforms on the pages I could read as at November 2026, so request written quotes.

What should a self-managing strata committee use?

StrataBody is purpose-built for self-managing Australian schemes. As published at November 2026, standard Essentials pricing is A$49 per scheme per month for 14 lots, then A$3.50 per extra lot. No GST is charged; limited launch pricing may also apply.

Do strata add-ons replace the main strata platform?

No. Merlo AI, resvu, StrataVote and MYBOS each sit alongside a strata platform rather than replacing it. Merlo AI assists administration, resvu handles owner requests and communications, StrataVote handles meetings and voting, and MYBOS addresses building operations. Confirm where accounting and scheme records remain.

Sources

Checked 2 Nov 2026.