Our October BoomCRM Monthly Roundup was hosted by Jon Zacharias (Product Manager, BoomCRM) and Dani Lowder (Principal Customer Success Manager), with David Wright (Senior Software Engineer) joining to introduce the new Boom MCP server. We had a lot to cover this month, and as always, most of it came straight from your feedback.
Couldn't make it? Here's the quick version!
Spotlight features
Campaigns for owner and tenant leads
Your inbox and your AI Leasing Agent handle one-on-one conversations. Campaigns cover what was left: reaching a whole group of leads at once. Set rules for who's included, like lead source, lead stage, or the property they're interested in, and choose how the message goes out:
- Send once: a single email to everyone who matches, sent now or scheduled. Great for a portfolio-wide special.
- Repeat: the same email on an interval, like a note every 30 days letting past leads know about new listings.
- Drip sequence: a series of emails each lead moves through from the day they join, like a welcome series for new owner leads.
New leads who start matching your rules join automatically, and leads drop out as soon as they reply, stop matching, or unsubscribe. You'll see everything that was sent, and content comes from your existing email templates.
Campaigns is available on BoomCRM Pro. To get started, open Campaigns in the left-hand menu.
Ring your team first, then the AI Leasing Agent
Plenty of teams want the human touch on incoming calls without losing the ones nobody can get to. Now you decide who answers first. Your team gets the first ring, and if nobody picks up within 15 seconds, the AI agent takes the call. Set it separately for business hours and for evenings and weekends, so your team covers the day and the agent covers nights.
Anyone mid-task can click Send to AI to hand a ringing call to the agent right away. Callers just hear ringing until someone answers, with no hold music or transfer message. Calls the agent takes are marked "Team tried first" in your call log, and no missed-call alert goes out.
Both periods start on "AI agent answers right away," so nothing changes until you switch one. To set it up, open Settings → Users and AI agents → select your AI agent → Phone call settings → Who answers first. Admins and owners only.
The Boom MCP server
If you've connected ChatGPT or Claude to your email or calendar, you've already used an MCP server: it's the set of tools that lets an AI assistant work with your data. The Boom MCP server does the same thing for your leasing data, so you can ask your assistant about your leads, listings, showings, and applications in plain language instead of clicking through reports.
Ask "How many showings did Maple Court have in October? Any no-shows?" and your assistant looks up the property, pulls its showings, and summarizes the answer. You can also update leads, add notes, check unit details, and see how a property's funnel looks, for one property or your whole portfolio.
It works with any AI assistant that supports MCP, including ChatGPT and Claude. To connect, add https://mcp.boompay.app/mcp as a connector in your AI assistant. The full setup guide is at docs.boompay.app/mcp.
We'd love to hear what you want your AI assistant to do in Boom. Try something, and if it doesn't work yet, tell your Customer Success Manager. That feedback decides what we build into the MCP server next.
Also shipped this month
- Call trees for your Boom number. Greet callers with a menu and connect each option to the right person on your team.
- Call forwarding to your office line. Calls to your Boom number can ring your office line with the prospect's own caller ID, available on BoomCRM Core too.
- Per-user call routing. Choose which Boom numbers ring each person, helpful when your team is split by region or community.
- Faster call playback. Play recordings at 1.25x, 1.5x, or 2x, and follow along as the transcript highlights each line.
- Leads created mid-call by the AI Leasing Agent. The agent creates the lead as soon as it has a caller's name and phone number, and updates that same lead as the call goes on.
- Customizable showing text messages. Rewrite confirmations, reminders, check-in links, reschedules, cancellations, and no-show texts in your own words.
- Group showings. Book several prospects into one showing window, up to a capacity you set.
- Inbox filters and lead details in the same view. Filter by last activity, assignee, property, or lead status, and see the lead's details right beside the conversation.
- Custom lead tags. Label leads in your own words, like “Section 8,” “for sale by owner,” or “RV space,” and filter the leads table and pipeline by tag.
- Pre-screening results in the leads table. A column shows pass or fail at a glance.
- Pre-screening answers on the showing. See a prospect's answers right on the showing, handy in the field.
- Unfinished pre-screening reminders. Prospects who stop partway get a nudge to pick up where they left off, with their answers saved.
- Application notes on the lead. Notes written on an application now show on the lead card too.
- Self-serve showing cancellations. Leads can cancel from the same email they use to reschedule, and the slot opens back up right away.
- Conditional post-showing survey questions. Show a follow-up question only when an earlier answer calls for it.
- Owner reports section. Owner reports have their own menu item, with multiple report setups, previews, one-time sends, and a log of everything sent.
- Review survey comments before owners see them. Hide individual feedback from an owner report before it goes out.
- Waitlist alerts. When a waitlisted unit goes live, everyone on its waitlist gets an email and a text with the listing link.
- Available listings card view. A photo-first view of every available unit, plus a new Listings menu item.
- Address-first listing names. Hide the listing name on your public listings page and lead with the address.
- New listing sites. Syndicate to AffordableHousing.com, MHVillage, Rental Source, and Uloop alongside Zillow, Zumper, Dwellsy, Apartments.com, and more.
- Duplicate email and SMS templates. Copy a template in one click.
- Mark all notifications as read. Clear every notification in a tab at once.
- Select all leads across pages. View every lead matching your filters at once, like when reassigning a teammate's leads.
- Quick links in global search. Results link straight to a property's Analytics, Leads, and Applicants.
Questions? Your Customer Success Manager is the fastest way to get any of it set up.
Our next BoomScreen Monthly Roundup is Thursday, October 29th. Not on BoomCRM yet? Book a demo and we'll show you how it fits what you're already doing.
