Buyer’s guide

Which tool for a condo board?

Before comparing products, you need to know what a condo board actually has to do. Eight needs, three solutions everyone tries first, and the five points to check before committing.

Eight concrete needsCompared by type of toolFree to start

What a condo board needs to do

None of these eight needs is theoretical: they come up in every building, and they are what a term of office is won or lost on.

  • 1

    Find a decision a year later

    Who decided what, when, and on what grounds. The question comes up at every meeting, and almost no board can answer it.

  • 2

    Attach photos to a defect

    A crack photographed in March, found again in October with its date. Without that, you cannot show a defect is getting worse.

  • 3

    Keep the documents together

    Minutes, contracts, quotes, rules: in one place, open to the whole board, not in one person’s inbox.

  • 4

    Compare and keep quotes

    Three quotes received six weeks apart, compared on the same scope, and findable when the vote comes.

  • 5

    Consult owners between meetings

    Take the temperature on a subject without waiting eleven months — not as a formal decision, but to prepare the resolution.

  • 6

    Not miss a deadline

    Contract end, warranty expiry, the deadline to serve the notice: the dates that cost money when they slip by.

  • 7

    Hand over to the next board

    A term lasts three years. What is not handed over is lost, and the next board starts from a blank page.

  • 8

    Stay on the right side of GDPR

    Owners’ contact details, photos of private units: this is personal data, and it engages the association.

The three solutions everyone tries first

All three work at the start. Each breaks in a different place, and it is that place which decides whether you need something else.

A group chat

Free, immediate, everyone already has it. It is the first thing a condo board sets up.

Breaks on memory: nothing is findable beyond a few weeks, and the thread leaves with whoever leaves the group.

A shared spreadsheet

Structured, exportable, familiar. It holds up very well for tracking works or checking accounts.

Breaks on the documents: no photos, no quotes, no exchanges. And only one person really keeps it up to date.

The managing agent’s extranet

Compulsory, filled in by the agent, it is where the building’s official documents live.

Breaks on the board’s own work: it archives what the agent puts in, it does not record what the board observes.

Types of tool compared against the eight needs of a condo board
NeedGroup chatSpreadsheetAgent’s extranetCoproHarmony
Find a decision a year laterNot coveredPartly coveredPartly coveredCovered
Attach photos to a defectPartly coveredNot coveredNot coveredCovered
Keep the documents togetherNot coveredNot coveredCoveredCovered
Compare and keep quotesNot coveredPartly coveredPartly coveredCovered
Consult owners between meetingsPartly coveredNot coveredNot coveredCovered
Not miss a deadlineNot coveredNot coveredPartly coveredCovered
Hand over to the next boardNot coveredPartly coveredCoveredCovered
Stay on the right side of GDPRNot coveredPartly coveredCoveredCovered

This comparison is about categories of tool, not named products: a group chat, a shared spreadsheet, the online space a managing agent provides. The agent’s extranet does very well what it is built for — holding official documents and archives — but it is not designed to record the condo board’s day-to-day work, which is a matter of scope rather than a shortcoming.

The five points to check before committing

None of them shows on a marketing page, and yet they decide whether the tool will still be in use in two years.

Where the data is hosted

You are handling owners’ personal data. Check the hosting, the retention period and whether an account can be deleted on request.

What happens when the board changes

The history has to survive the chair leaving. A tool tied to a personal account is not a building’s memory.

Can you get out

PDF and CSV exports of your data. A tool you cannot extract anything from locks you in, however good it is.

The real cost, not the headline price

Users included, storage, options billed separately: work the total back to a yearly figure and to the number of lots.

Who pays

A subscription serving the condo board is an expense of the co-ownership: it can be put in the budget and borne by the association, rather than by one owner personally.

Frequently asked questions

Yes, several tools have a free tier, CoproHarmony included. What matters is what the free tier limits: number of users, storage, access to exports. Those ceilings, more than the price, decide whether the tool will last a whole term.

Try it rather than compare on paper

The only way to know whether a tool suits your board is to record the next incident in it and see what is left six months later. It is free to start, and nothing commits you.

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