CRM for Self-Storage Facilities

• The problem

  A caller asks about a climate-controlled unit after the office has closed, and rents elsewhere by morning.

  In Kompot.ai

  With telephony connected, every call is saved on the contact and a missed one is visible the next morning. An unknown number becomes a new contact, and a workflow creates a call-back task for the manager who opens the office.

• The problem

  Move-in means a paper agreement, a photocopied ID and a line at the counter.

  In Kompot.ai

  The rental agreement is a template with the tenant's name, the unit number and the monthly rate merged in. The tenant signs on a phone by link or QR code at the counter, and the signed PDF sits on their record with a photo of the ID.

• The problem

  Rent is due at the start of the month and reminders go out only when someone remembers.

  In Kompot.ai

  Each tenant's rent is a subscription invoice billed monthly with a card payment link. The invoice goes out on schedule with nobody at the desk, and the payment is recorded against it.

• The problem

  Late payers are tracked on a sheet taped by the desk, and notices go out unevenly.

  In Kompot.ai

  Overdue invoices are flagged. A workflow sends a reminder message, then creates a task for the manager to call and to send the late notice from a document template. Every step is dated on the tenant's record.

• The problem

  A unit is reserved over the phone and the customer never shows up to move in.

  In Kompot.ai

  Each inquiry is an opportunity with stages: inquiry, reserved, moved in. The day before move-in the customer gets a reminder message, and if they do not arrive the manager gets a task to call and decide whether to keep holding the unit.

What you keep on record

Unit and rate

Unit number, size, climate-controlled or drive-up, and the monthly rate as custom fields on the tenant.

Rental agreements

The signed agreement and any late notices as documents on the tenant, each with its own audit trail.

Payment history

Every monthly invoice with its status — paid, partly paid or overdue — on the tenant's page.

Unit sizes and fees

Unit types with monthly rates, the admin fee and the lock in your price list, ready for invoices.

Questions owners ask

Does Kompot.ai show which units are vacant?

There is no facility map or unit grid. The unit number is a field on the tenant, and reservations and move-ins show as stages on the opportunity board. Small facilities keep the list of open units in an internal knowledge-base article.

Can tenants pay the rent every month without coming to the office?

Yes. A subscription invoice is issued every month and sent with a payment link, and the tenant pays by card through Stripe or PayPal. Paid, partly paid and overdue months are all on their record.

Does it control the gate or the locks on units?

No. Kompot.ai does not connect to gate or lock hardware. It shows who is overdue, sends the reminders and creates the task; your manager places and removes the overlock.

Can a tenant sign the rental agreement before coming to the office?

Yes. Send the agreement by email or link; the tenant signs on a phone at home and you see it in the audit trail. On move-in day all that is left is handing over the gate code and showing the unit.