We simplify estate management by providing all the tools necessary to improve how our clients manage operations, people, and technology.

Member Management

Roles & permissions. Designed to help you streamline how you connect with your members

  • Manage, and communicate with members in one central location.
  • Easily configure or create new roles & permissions.
  • Automate and simplify membership tasks for yourself, your members.

Property Management

Create locations & track maintenance. Manage routine tasks delegated by the owners and preserve the value of the properties under management.

  • Effectively manage your properties & common areas, and communicate progress with owners.
  • Resolve maintenance requests quicker, streamlined work orders, inspections, and utility management
  • Prioritize and assign tasks, defining workflows and dependencies and resolving issues.

Asset Management

Homes, household items, cars & collections. A smarter way to inventory, no matter what business you’re in.

  • Leave spreadsheets and paper forms behind and manage your assets with a secure, scalable, and easy-to-use solution.
  • Full lifecycle visibility into all your assets, including condition, physical location, and maintenance history.
  • EstateSpace helps you manage the intersection of your organization and your assets.

Project Management

Prioritize, assign & automate tasks/process. User-friendly project management tool that can easily manage small and larger projects.

  • Set project timeline, milestones and dependencies, and manage your team’s entire workload all in one place.
  • Share your work in real time. Access tasks, calendars, files, and discussions from any device, wherever you are.
  • Empower your teams to execute together with speed and accountability, driving to successful outcomes, faster.

Inventory Management

Built to streamline and modernize every aspect of managing inventory. Stay on top of all the little things with a more intuitive way to track your inventory across your business.

  • Full lifecycle visibility into all your assets, including condition, physical location, availability, warranty status, and maintenance history.
  • Centralized inventory visibility and actions. View, manage, and synchronize your entire inventory across all locations from a unified and single-view platform.
  • Real-time inventory reports. Stay steps ahead of the game and make the most practical business decisions based on accurate inventory reports.

Financial Management

Budget create, edit, update, report & archive

  • Dynamically track and manage every dollar in your budget with real-time data from the field, while staying in sync with your accounting system.
  • Produce detailed, time-phased cost forecasts that generate forward-looking insights so you can be proactive instead of reactive.
  • Bring change management to the field––facilitating faster approvals, more accurate communication, and eliminating the need to proceed at risk.

Document Management

Create, track, manage and store documents. Capture, track and store electronic documents such as PDFs, word processing files and digital images of paper-based content.

  • Document management can save you time and money. It provides document security, access control, centralized storage, audit trails and streamlined search and retrieval.
  • Document management solutions and its mobile app make it possible to access files, collaborate, track, and securely send sensitive content and information from anywhere.
  • Integrate disparate documents for greater control, access and process efficiency.


Communication and operations. The identification, organization, and coordination of a particular set of tasks that produce a specific outcome.

  • Create your processes instantly, assign users to steps and launch without delay
  • Create your workflow visually and make quick changes anytime you want
  • Get an immediate digital trail of all the steps in the process

Business Intelligence

Advanced analytics to drive efficiency.

  • Data-driven business decisions
  • Faster analysis, intuitive dashboards
  • Trusted and governed data


Supporting services to enhance workflows.

  • Your resource to improve estate management.
  • Optimize work at scale by automating routine, manual tasks.
  • Collaborate seamlessly across teams and departments to gain visibility into the progress of your work.
estate management software