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Property management · Industry foundation

A clearer view of every property.

Connect your portfolio, agreements, collections and maintenance in one operating foundation.

Build my foundation Explore the workflow

Start with existing capabilities. Extend with the workflows your business needs.

Your connected workspaceFoundation preview
1Organize properties and spacesKeep the next action linked to its business records.
2Link renters and agreementsKeep the next action linked to its business records.
3Review dues and verified paymentsKeep the next action linked to its business records.
4Coordinate maintenance and follow-upsKeep the next action linked to its business records.
Business core
Shared contacts
Properties & spaces
Leases & contracts
Property finance
CRM foundation
The work, connected

A foundation around your daily operations.

01

Organize properties and spaces

Begin with clear identities and a record of the work.

02

Link renters and agreements

Bring the relevant people, documents and operational details into view.

03

Review dues and verified payments

Bring the relevant people, documents and operational details into view.

04

Coordinate maintenance and follow-ups

Keep progress visible and retain the records behind each decision.

Recommended building blocks

Shared tools. A business-specific starting point.

Business core

Tenant isolation, roles and audit records.

Shared contacts

People and organizations with several roles.

Properties & spaces

Property, unit and accommodation records.

Leases & contracts

Monthly rental agreements and renter records.

Property finance

Property invoices, payments, expenses and journals; general service/retail invoicing is not implemented.

CRM foundation

Leads and follow-ups; current conversion targets renters, not agency sales.

Documents

Business files and contract references.

Property maintenance

Property issues, vendors and work orders.

Property planning

Property operational calendar; not a general resource planner.

Staff & access

Staff accounts, employee records and department permissions.

What still needs extending

Statements, period closing, online payments and automated booking integrations still need extension.

Real estate customer portal

Rental, guest and resident customers can use their property business account to review available bills, documents and service requests.

Customer sign in Other customer foundations
Build your foundation

Choose the building blocks.
See how they fit together.

Select a business type, start with its recommended foundation and adjust the existing blocks. Prerequisites stay connected.

No specialization assigned. Existing foundation access remains unchanged.

Accommodation operating mode

Changes this setup proposal only. Property modes and nightly rates still require owner setup. Monthly and nightly rates, agreements and checkout scopes remain separate. Clear incompatible counter choices first. A boarding-house package requires monthly rentals; clear its classification before choosing hotel only.

Changing industry or business type starts a new recommended selection.

POS & front-desk workflows

Choose the working views for this foundation. Staff still need the matching checkout permission. An empty selection disables counter access.

Specialist workflows in development

Boarding house reception · Not yet selectable

Services & contracting reception · Not yet selectable

Planned capabilities — not selectable
Electronic signatures

Signing-provider workflow and evidence.

Projects & milestones

Linked tasks, dependencies and budgets.

Service sales & invoicing

Quotes, sales orders and non-renter billing.

Purchasing

Requests, purchase orders and receiving.

One foundation, built to grow with you.

Shared contacts, tenant isolation and staff permissions stay underneath your industry workflows. Your foundation proposal starts the setup conversation; it does not automatically deploy integrations, activate billing or change account access.

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