CRM Product

Digitized Forms

Turn PDFs and paper forms into an online application process accessible on mobile. Have internal processes and forms? You can do that too. Have it live on your site in less than an hour.

Payments to Delight Residents

Collect payments by credit card, ACH and E-checks as part of an application process. Your residents will like having options. Even better, tie the payment history to a contact.

Automatic Document Generation

Populate information from a form into a document or certificate with one click. No more re-typing permits and licenses one by one. Your custom document is ready to email or print out.

Analytics on Processes

Track how many applications are received and completed. Have actual numbers on time to complete steps, staff and department performance to turn into reports. Be empowered to make decisions based on data.

Relationship Management

Populate information from a form into a document or certificate with one click. No more re-typing permits and licenses one by one. Your custom document is ready to email or print out.

Simplified Case Management for Staff

Staff automatically receive notifications and see their assigned tasks and what cases need attention on their dashboard.

We help you improve efficiency and record institutional knowledge by standardizing processes and workflows.