Customer Relationship Management
- Accounts & Contacts Management
- Leads & Opportunities
- Sales Targets & Proposals
- Sales Activities including Emails, Tasks & Appointments
Asset, Fund & Lease Management
- Manage Estates, Units, Leases, and Collections
- Automate Lease Schedules, Payments & Overdue Management
- Full reporting & analytics included
- Gain Real-Time Insights
Project Management & Budget Control
Project Management & Budget Control
- Projects & Milestones
- Rate Cards, Timesheets & Resource Tracking
- Expenses & Mileage Management
- Procurement & Budget Control
Dilapidations Assessment & Reporting
Project Management & Budget Control
- Capture and track dilapidation assessments with photographic evidence
- Built-in workflows for approvals and automated notifications
- Automate schedules for property condition and repair obligations
- Store supporting documents, images, and condition notes
- Generate professional, ready-to-issue reports
Building Survey & Cost Schedules
Building Survey & Cost Schedules
- Conduct detailed building surveys with embedded inspection forms
- Built-in workflows for approvals and automated notifications
- Generate and manage cost schedules for repairs, maintenance, or projects
- Store supporting documents, images, and condition notes
- Generate professional, ready-to-issue reports
Reinstatement Cost Assessment
Building Survey & Cost Schedules
- Produce reinstatement cost schedules with built-in templates
- Built-in workflows for approvals and automated notifications
- Store and manage Location Factor, Tender Price Index (TPI), and inflation rates
- Automatically calculate costs based on survey data and benchmarking standards
- Generate professional, ready-to-issue reports
Project Contracts & Certificate Management
- Workflow-enabled approvals for contract finalization and certificate issuance
- Select clauses, terms, and conditions from approved settings
- Maintain Contract Clauses Terms Library
- Print and manage project certificates, including milestones and completion records
Health & Safety Risk Assessment
- Conduct on-site risk assessments with pre-built or custom checklists
- Record hazards, assign corrective actions, and track resolution progress
- Store compliance documents, safety certificates, and inspection records
- Workflow-driven approvals for risk sign-off and automated follow-up alerts
B2B Client Portal (External Access)
B2B Client Portal (External Access)
- Give your clients direct access to project milestones, statuses, and key updates
- Download reports, certificates, and approved documentation anytime
- Store and share all project files, drawings, and related documents in one secure location
- Collaborate in real-time with internal team, customers, contractors and suppliers