The DoorSpot CRM is a powerful hybrid between Operational and Collaborative CRM systems. It’s designed to store names and contacts and help you manage and nurture the relationships that drive your business.
Your CRM becomes the living network of clients, businesses, occupants, vendors, and partners. Built into DoorSpot, this CRM allows you to manage foundational relationships from the beginning (inquiries and booking) to the end ( invoices and long-term engagement).
In short, DoorSpot’s CRM gives you the clarity to see your network, the tools to act on it, and the connections to strengthen it all in one place.
To support your application of the CRM, it is broken into three parts.
Add a New Contact
When an email is added to DoorSpot, it will not receive any automated emails until they are assigned a role such as billing party, guest, or owner.
Once assigned, they will receive an automated email from the system encouraging them to create a DoorSpot account to view their account.
Edit a contact
If contact information changes, you can update their email information anytime as long as they have not yet signed into their account. Since DoorSpot uses their email as their user name, they will need to make the changes themselves if they have already signed in.
Add a Company
Create a List
Types of Lists
Smart Lists – Automatically generated based on system filters such as name, company, email domain, tags, or relationship type.
Example: You might create a Smart List of all guests with the tag “Current Occupant” or all contacts with an email domain from a specific corporate client.
Static Lists – Manually created lists for uniquely refined groups that don’t share a single filter.
Example: A Static List of key contacts across multiple companies you want to target for a specific campaign
Best Practices
Keep contact details current to ensure messages reach the right person at the right time.
Use Smart Lists for groups that need to stay automatically up to date.
Be strategic with Tags — Smart Lists are only as accurate as the Tags you apply.
Keep Tags updated frequently so your Smart Lists refresh correctly and always reflect your current network.
Use Static Lists when you need full control over membership, such as VIP clients, high-value owners, or a special vendor group.
Connect people to companies to maintain a full-picture view of relationships.
Associated Articles
Initiate Communication with a contact
Manage Communication threads