We provide a single source of truth to improve how you manage people, properties, assets & workflows.

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.
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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.
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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.
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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.

Workflows

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

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

Advanced analytics to drive efficiency.

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

Marketplace

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.
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