The infrastructure that powers everything

Platform & Tools

Automation builder, Kanban boards, document management with e-signatures, website builder, permissions, custom fields, and data import/export.

9 features

Automation Builder

Define the rule once, and the system executes it every time. Visual drag-and-drop builder with 30+ action types — send emails, create tasks, update fields, assign team members, generate invoices, change statuses. Branching logic makes automations context-aware.

Replaces:ZapierMake (Integromat)

Visual Designer

Drag-and-drop workflow builder. Connect triggers to actions. See the full flow at a glance.

Conditional Logic

If booking value > €5000 → senior manager review. If lead source = referral → apply discount.

Template Library

Pre-built automations for common workflows. Customize and activate in minutes.

Execution Logs

Full audit trail: when it ran, what triggered it, what it did. Debug with confidence.

Task Management

Kanban boards built into your CRM — not bolted on. Create boards for property onboarding, maintenance follow-ups, or marketing campaigns. Cards with subtasks, due dates, file attachments, and threaded comments. Tasks auto-created from incoming emails.

Replaces:TrelloMonday.comAsana

Multiple Boards

One for onboarding, another for maintenance, a third for marketing. Each with custom columns.

Email-to-Task

Tenant sends a maintenance request → task card created automatically on the right board.

Collaboration

Comments, @mentions, file uploads on every card. Full activity tracking.

Calendar View

See tasks by due date. Identify bottlenecks. Plan capacity.

Documents & Contracts

Secure EU-hosted storage (Hetzner) with encrypted access. Contract templates auto-fill with booking data. Digital signatures built in — no DocuSign subscription needed. Tenants submit their info through secure token-based forms.

Replaces:DocuSignPandaDocDropboxGoogle Drive

Contract Templates

Dynamic placeholders for tenant name, dates, rent, deposit — auto-populated from bookings.

Digital Signatures

Sign from any device. No external tools needed. Signed docs stored and linked automatically.

Secure Storage

EU-hosted, encrypted at rest and in transit. Presigned URLs with expiration.

In-Browser Preview

View PDFs, images, and documents without downloading. Full audit trail of access.

Website Builder & CMS

Your website, inside your CRM. Build pages, publish blog posts, manage SEO — and connect everything to live CRM data. Available properties show real-time availability. Inquiry forms create leads automatically. No separate hosting, no disconnected content.

Replaces:WixSquarespaceWordPress

Page Builder

Create homepage, about, services, and any other pages. Custom layouts and styles.

Blog Engine

Publish articles, guides, and market updates. Categories, tags, and multi-language support.

SEO Management

Meta tags, audits, Google Search Console integration, and competitor analysis.

CRM-Connected Listings

Display properties with real-time availability. Inquiries become leads automatically.

Team & Employee Management

Employee profiles, property assignments, time tracking with auto-clock-out, leave requests with approval workflows, and a shared team calendar. Your cleaners, technicians, and agents — all managed where the work happens.

Replaces:ConnecteamDeputyHomebase

Employee Profiles

Skills, certifications, assigned properties, working hours, and employment details.

Time Tracking

Clock in/out with auto-clock-out at shift end. Feeds payroll calculations.

Leave Management

Request → Manager approval → Calendar updated. Coverage gaps visible.

Performance Insights

Tasks completed, time spent, satisfaction scores — per employee over time.

Case Management

Tenant maintenance requests, damage reports, billing disputes, noise complaints — every incident tracked from open to closed. Cases link to properties, tenants, financials, and work orders. Time tracking tells you exactly how much each case costs.

Replaces:ZendeskFreshdesk

Custom Lifecycle

Open → In Review → Waiting for Vendor → Resolved → Closed. Your stages, your workflow.

Cost Tracking

Track expenses per case. Create invoices from case work. Know what incidents cost.

Time Tracking

Log hours per case for billing, performance analysis, and resource planning.

Full Audit Trail

Every status change, comment, and linked document — complete traceability.

Roles & Permissions

100+ individual permissions across every module. Create custom roles that match your org chart — property managers see everything about their properties, cleaners see only assigned tasks, accountants access financials but not lead data. Pre-built templates for common roles get you started fast.

100+ Permissions

View, create, edit, delete — controlled individually per module and entity type.

Custom Roles

Manager, Agent, Cleaner, Accountant, Viewer — or create your own combinations.

Multi-Org Support

Different roles per organization. Admin in one, read-only in another.

Audit Trail

Every permission change logged — who changed what, when.

Custom Fields

No two property management companies work the same way. Add unlimited custom fields to any entity — properties, leads, bookings, tasks, cases. Text, number, date, dropdown, multi-select, checkbox, URL. Filterable, sortable, importable. No developer needed.

Multiple Field Types

Text, number, date, dropdown, multi-select, checkbox, URL, email, phone.

Filterable & Sortable

"Pet Friendly" custom field → filter properties instantly. Works in search too.

Bulk Import

Populate custom fields from CSV during migration or data integration.

Visibility Controls

Show fields in detail views but hide from lists. Visible to managers, hidden from agents.

Import & Export

Migrate from your old system without losing data. CSV import for leads, customers, properties, bookings, and invoices with intelligent field mapping. Background processing for large datasets. Export any filtered view for accounting, reporting, or analysis.

Smart Field Mapping

Import wizard suggests mappings from your CSV headers. Override when needed.

Background Processing

Upload 10,000 records and keep working. Notification when complete.

Data Validation

Invalid records flagged with clear errors. Fix and retry — never lose data.

Filtered Exports

Export what you see. Filters apply to exports — only the data you need.

Ready to see it in action?

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