Run Your Property Management Business. Powered by AI.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimate Builder (Good/Better/Best)

Create tiered estimates with parts, labor, and pricing options. Send for customer approval and convert to work orders with one click.

Checklist Execution

Step-by-step checklists on work orders with checkboxes, notes per step, photo upload, and progress tracking -- mobile-optimized.

Customer Portal

Customers view appointments, work orders, estimates, invoices, and payment links from a branded self-service portal.

Before/After Photo Capture

Technicians capture photos with before/after designation, captions, and timestamps -- linked to specific work order steps.

Pricebook & Flat-Rate Pricing

Material + labor components with good/better/best tier options. Auto-populate estimates from pricebook items.

Service Agreements & Memberships

Recurring service plans with auto-scheduled visits, auto-billing via Invoicing, membership discount tiers, and renewal tracking.

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

AI-Powered Ticket Resolution

Deelo Helpdesk uses AI to auto-classify incoming tickets, match them against your knowledge base, and draft accurate responses for agent review. Resolve common issues in seconds.

• TF-IDF knowledge base matching
• AI-generated draft responses
• Auto-classification by type and priority
• Continuous learning from agent edits

SLA Management & Escalation

Define first-response and resolution SLAs per priority level. Get proactive alerts before breaches and automatic escalation when targets are missed.

• Custom SLA policies by priority
• Real-time SLA compliance dashboard
• Auto-escalation on breach
• SLA performance reporting

Omnichannel Support

Manage support from email, live chat, phone, and a self-service portal in one unified inbox. Customers reach you however they prefer.

• Email-to-ticket conversion
• Live chat widget integration
• Phone and voice integration
• Branded self-service portal

Advanced Ticket Workflows

Split complex tickets into subtasks, run side conversations with other departments, and use skills-based routing to ensure the right agent handles every issue.

• Parent-child ticket splitting
• Internal/external side conversations
• Skills-based agent routing
• Round-robin and load-balanced assignment

Stock Tracking

Real-time stock levels with low stock alerts and reorder points.

Multi-Warehouse

Manage inventory across multiple warehouses and locations.

Barcode Scanning

Scan barcodes for quick receiving, picking, and stock counts.

Purchase Orders

Create and track purchase orders with supplier management.

AI Receipt Scanning

Capture receipts and extract vendor, amount, date, and category automatically with AI vision.

Corporate Card Feed

Import and reconcile corporate card transactions via CSV/OFX with auto-matching to expenses.

Approval Workflows

Multi-level approval workflows with delegation, escalation, and per diem allowance calculation.

Subscription Tracking

Automatically detect recurring charges, monitor price changes, and track annual subscription costs.

Spend Analytics

Advanced analytics with forecasting, anomaly detection, category trends, and compliance dashboards.

Multi-Currency

Support for 12+ currencies with exchange rate tracking and conversion to team base currency.

Rich Text & Table Blocks

Full formatting with headings, lists, code, quotes, and sortable database tables inline.

Real-time Collaboration

Live presence indicators, cursor sharing, and instant sync across all editors.

Per-page Permissions

Granular view/comment/edit permissions per page, overriding space-level defaults.

Offline Support

View cached pages offline, queue edits locally, and auto-sync when connectivity returns.

Templates Library

Start quickly with professional templates for any document type.

Version History

Track all changes and restore any previous version instantly.

Visual Field Placement Canvas

Upload any PDF and place signature, initial, date, text, and checkbox fields with pixel-perfect precision. Assign fields to specific signers in multi-party workflows.

• Drag-and-drop field placement
• Per-signer field assignment
• Custom field types (text, date, checkbox, dropdown)
• Template field reuse across documents

Multi-Signer Workflows

Support sequential signing (one after another) or parallel signing (all at once). Set signing order, send reminders, and track completion status for every party.

• Sequential and parallel signing order
• Automatic signer notifications and reminders
• Real-time signing status tracking
• Delegation and reassignment support

Identity Verification & Compliance

Verify signer identity with email, SMS codes, or knowledge-based authentication. Meet legal requirements with notary seals, witness countersigning, and tamper-proof audit trails.

• Multi-factor identity verification
• Notary and witness seal support
• SHA-256 tamper-proof audit trail
• Certificate of Completion with full history

Bulk Send & CRM Integration

Send the same document to hundreds of recipients via CSV import. Merge fields auto-populate from your CRM data so every document is personalized.

• CSV bulk send with merge fields
• CRM data auto-population
• Template library with reusable documents
• Automatic CRM activity logging

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

40+ App Tool Integrations

Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.

Scheduled Agent Execution

Run agents on a cron schedule -- daily pipeline reviews, weekly reports, overnight lead qualification -- with full execution history.

Desktop Control & Deep Linking

Agents open apps, navigate to specific records, and manage windows so you jump straight to the data that matters.

Streaming Responses & Tool Execution

Watch agents think in real-time with streaming output and live tool-call visualization as they query, create, and update records.