Platform Features

One platform, nine modules, zero bloat

An always-on foundation handles dashboard, contacts, documents, and alerts. Then turn on only the modules your business needs.

Always-On Foundation

The core that powers every module

These features are always available regardless of which modules you activate. The shared foundation keeps your data connected and your team aligned.

Smart Dashboard

Real-time KPIs from every module — vacancy rates, MRR, active cases, open tickets — all in one configurable view.

Unified Contacts

Enter a contact once, reference them everywhere. People, organizations, and vendors shared across all modules.

Document Hub

Upload, organize, and share files with portal visibility control, acknowledgement tracking, and version history.

Asset Library

Centralized media storage for property photos, floor plans, marketing assets, and inspection images.

Intelligent Alerts

30+ pre-built alert rules. Rent overdue, permits expiring, budgets exceeded — all automated and configurable.

Settings & Configuration

Multi-entity support, role-based access control, custom fields, and module toggle management from one place.

Notifications Center

Unified inbox for system events, user actions, and integration updates with read/unread tracking.

Modular by Design

Turn on only what you need

A property management firm doesn't see e-commerce. A web agency doesn't see building inspections. The platform adapts to your business.

Residential Property Management

Everything you need to manage residential portfolios — from lease tracking to tenant communications and market intelligence.

Tenant & lease lifecycle management
Full rent roll with payment tracking
Maintenance request workflows
Market analysis & Zillow Zestimate sync
Tax protest tracking & documentation
Branded tenant portal with Stripe payments

Commercial Property Management

Suite-level tracking, NNN reconciliation, capital reserve planning, and a dedicated commercial tenant portal.

Suite-level tenant & lease tracking
NNN reconciliation engine
Capital reserve budgeting & draws
Lease expiration & renewal pipeline
Commercial maintenance workflows
Commercial tenant portal with rent breakdown

Engineering & Compliance

Case-based project management with a built-in continuing education compliance engine, license tracking, and AI-powered requirement scanning.

Case management with status workflows
CE compliance engine with credit tracking
Professional license & expiration management
AI requirement scanning & extraction
Deadline & renewal reminders

Web Services & Agency Management

Project tracking, time entries, invoicing, contract management, and SLA monitoring — with a client portal for full transparency.

Project & task management with milestones
Time tracking & billable hour reporting
Automated invoicing from time entries
Contract & SLA management
Client portal with project visibility
Revenue & utilization dashboards

Real Estate Development

A 10-stage development pipeline with budget tracking, construction draws, permit management, investor relations, and pro forma modeling.

10-stage development pipeline
Budget tracking & construction draws
Permit & entitlement management
Investor relations & equity tracking
Pro forma modeling & scenario analysis

E-Commerce

Full inventory management with source lot tracking, eBay synchronization, order fulfillment, per-item profit analysis, and dead stock detection.

Inventory management with SKU tracking
Source lot cost & provenance tracking
eBay listing sync & order import
Order fulfillment & shipping management
Per-item profit analysis & reporting
Dead stock detection & aging alerts

Marketing

Campaign management, lead tracking, and deep integrations with CallRail, Google Analytics, Google Ads, and Google Business Profile.

Campaign creation & performance tracking
Lead management & attribution
CallRail call tracking integration
Google Analytics daily metric sync
Google Ads campaign metrics
Google Business Profile management

Financials

A central invoice hub with AI-powered document extraction, CSV import engine, QuickBooks integration, and multi-entity financial configuration.

Central invoice hub across all modules
AI document extraction & auto-fill
CSV import engine for bulk data
QuickBooks transaction linking
Multi-entity financial configuration

Inspections

Offline-capable field editor, customizable template system, 3-phase priority escalation, photo documentation, and an owner review portal.

Offline-capable field inspection editor
Customizable inspection templates
3-phase priority escalation workflow
Photo documentation & annotation
Owner review portal with token access

See the modules that fit your business

Book a personalized demo and we'll configure a walkthrough around the exact modules you need.