Enterprise modules for the way your property business works

Explore requested capabilities for block management, tenancies, inspections, repairs, service charges and housing operations. We confirm the fit with your portfolio before implementation.

• Anti-Social Behaviour Cases
• Asbestos Register
• Asset & Estate Management
• Block Management
• Build-to-Rent Operations
• Care Home Property Management
• Commercial Property Management
• Contractor Management
• Council Housing Compliance
• Deposit Management
• Electrical Safety Compliance
• Energy & Utilities Management
• EPC Tracking
• Estate Inspections
• Facilities Management
• Fire Safety Compliance
• Gas Safety Compliance
• HMO Licensing
• Homelessness Case Management
• Housing Waiting List
• Inventory & Check-In Reports
• Landlord Portal
• Leasehold & Freehold Management
• Lease Management
• Legionella Compliance
• Mortgage Case Management
• Neighbourhood Management
• Planned Preventive Maintenance
• Property Allocations
• Property Compliance Passport
• Property Inspections
• Property Management
• Property Sales Pipeline
• Rent Arrears Management
• Rent Collection
• Repairs & Maintenance
• Residential Lettings
• Right to Rent Checks
• Room & Bed Management
• Service Charge Management
• Social Housing Management
• Space Management
• Student Accommodation
• Tenancy Management
• Tenant Portal
• Valuation Management
• Void Property Management
• Works Orders

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Request reporting and AI-assisted tools for portfolio oversight, document handling or service triage. Agree the source records and the decisions that require a person.

• AI Anomaly Detection
• AI Call Transcription
• AI Compliance Assistant
• AI Contract Review
• AI Customer Sentiment
• AI Document Classification
• AI Document Summarisation
• AI Email Drafting
• AI Forecasting
• AI Fraud Risk Alerts
• AI Invoice Data Extraction
• AI Lead Scoring
• AI Meeting Notes
• AI Policy Gap Analysis
• AI Quality Monitoring
• AI Search & Semantic Retrieval
• AI Ticket Triage
• AI Workflow Recommendations
• Board Reporting Packs
• Business Intelligence Dashboards
• Custom Report Builder
• Data Catalogue
• Data Export Studio
• Data Import Studio
• Data Lineage Register
• Data Quality Management
• Data Warehouse Export
• Enterprise AI Assistant
• ETL Workflow Manager
• Executive KPI Cockpit
• Geospatial Analytics
• Master Data Management
• Predictive Analytics
• Private Knowledge Assistant
• Real-Time Operational Dashboard
• Regulatory Reporting Packs
• Scheduled Reporting

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Support staff training, certification or member services within a wider property organisation. Scope the records, renewal dates and access each participant needs.

• Accreditation Management
• Admissions Management
• Alumni Management
• Apprenticeship Management
• Assessment & Examination Management
• Attendance Management for Education
• Certification Management
• Club & Association Management
• Committee Management
• Continuing Professional Development
• Course Management
• Event Registration
• Learning Management System Pro
• Library Management
• Membership Subscriptions
• Parent Portal
• Research Administration
• Safeguarding Management
• School Compliance
• Student Information Management
• Student Portal
• Training Provider Management
• Tutor & Instructor Management
• Volunteer Coordination

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Request approval, billing, arrears and reporting workflows around your finance process. Accounting controls and ownership stay explicit.

• Accounts Payable
• Accounts Receivable
• Asset Depreciation
• Bank Reconciliation
• Board Financial Reporting
• Budgeting & Forecasting
• Cash Application
• Cash Flow Management
• Commission Calculation
• Corporate Cards Management
• Cost Centre Accounting
• Credit Control
• Credit Notes & Refunds
• Debt Collection Workflows
• Direct Debit Management
• Donor & Donation Accounting
• Expense Management
• Financial Approvals
• Financial Consolidation
• Financial Planning & Analysis
• Fixed Asset Register
• Fund Accounting
• General Ledger
• Grant Accounting
• Invoice OCR & Data Capture
• Making Tax Digital
• Management Accounts
• Month-End Close Management
• Multi-Currency Accounting
• Multi-Entity Accounting
• Payment Plans
• Payroll Journal Integration
• Project Accounting
• Purchase Ledger
• Recurring Invoicing
• Revenue Assurance
• Revenue Recognition
• Royalty Management
• Sales Ledger
• Spend Controls
• Subscription Billing
• Tax & VAT Management
• Treasury Management
• Usage-Based Billing

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Coordinate vehicles, field jobs and deliveries for property-service teams. Choose the operational records and checks needed for the work you run.

• Accident Management
• Airport Transfer Management
• Car Sharing Management
• Chauffeur Management
• Container Management
• Courier Management
• Customer Tracking Portal
• Defect Reporting
• Delivery Management
• Delivery Slot Booking
• Depot Management
• Dispatch Control
• Driver App
• Driver Compliance
• Driver Management
• Drivers Hours Compliance
• DVSA Compliance Workspace
• Fleet Maintenance
• Fleet Management
• Freight Forwarding
• Fuel Card Management
• Fuel Reconciliation
• Haulage Operations
• Insurance Claims Management
• Last-Mile Delivery
• Mileage Tracking
• MOT & Tax Tracking
• Pallet Management
• Patient Transport Management
• Proof of Delivery
• Recycling Operations
• Rental Fleet Management
• Ride-Hailing Operations
• Route Optimisation
• School Transport Management
• Tachograph Compliance
• Taxi & Private Hire Management
• Telematics Dashboard
• Transport Management System
• Tyre Management
• Vehicle Compliance
• Vehicle Inspection App
• Vehicle Register
• Vehicle Tracking
• Waste Collection Routes
• Yard Management

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Bring obligations, evidence, reviews and exceptions together. Configure responsibilities around your policies and the requirements that apply to your organisation.

• Anti-Bribery & Corruption Controls
• Audit Management
• Board Governance Portal
• Business Continuity Management
• CAPA Management
• Carbon Accounting & Emissions
• Code of Conduct Attestation
• Committee & Meeting Governance
• Compliance Calendar
• Compliance Document Control
• Compliance Obligations Register
• Configurable Compliance Frameworks
• Conflict of Interest Declarations
• Consent & Preference Management
• Control Library & Control Testing
• Crisis Management
• Customer Due Diligence
• Cyber Essentials Readiness
• Data Protection Management
• Data Retention & Disposal
• Data Subject Request Management
• Delegation of Authority Matrix
• Disaster Recovery Planning
• DPIA Management
• Enterprise Compliance Management
• Enterprise Risk Register
• ESG & Sustainability Management
• Evidence Collection & Assurance
• Exception & Waiver Management
• External Audit Coordination
• Findings & Corrective Actions
• GDPR Compliance Workspace
• Gifts & Hospitality Register
• Incident & Breach Management
• Internal Audit Programme
• ISO 9001 Quality Management
• ISO 22301 Business Continuity
• ISO 27001 Readiness
• ISO 45001 Health & Safety
• KYC & AML Case Management
• Legal & Regulatory Register
• Modern Slavery Compliance
• Operational Risk Management
• PCI DSS Readiness
• Policy & Procedure Management
• Policy Acknowledgement
• Records of Processing Activities
• Regulatory Change Management
• Sanctions & PEP Screening Workflow
• Segregation of Duties Controls
• SOC 2 Readiness
• Supplier Compliance
• Third-Party Risk Management
• Whistleblowing Case Management

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Explore operational modules for property organisations working alongside care services. Suitability, data sensitivity and service boundaries require specific assessment.

• Appointment & Queue Management
• Care Home Management
• Care Plan Management
• Care Quality Audits
• Case Notes
• Clinical Document Management
• Clinic Management
• Consent Management for Care
• CQC Compliance Workspace
• Dental Practice Management
• Domiciliary Care Management
• Electronic Patient Records Lite
• Employee Assistance Programme
• Equipment & Medical Device Register
• Incident & Safeguarding Management
• Medication Administration Records
• Mental Health Case Management
• Occupational Health Management
• Optical Practice Management
• Patient Relationship Management
• Patient Transport
• Referral Management
• Staff Training & Compliance
• Supported Living Management
• Vaccination & Screening Campaigns

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Organise employee records, onboarding, rota requests and training evidence. Scope access carefully so private staff information reaches only the right people.

• Attendance & Timesheets
• Benefits Administration
• Candidate Portal
• Compensation & Salary Reviews
• Complete HR Management Suite
• Contractor & Temporary Worker Management
• Disciplinary & Grievance Cases
• Employee Engagement Surveys
• Employee Offboarding
• Employee Onboarding
• Employee Recognition & Rewards
• Employee Records & Digital Personnel Files
• Employee Self-Service Portal
• Equipment Allocation to Employees
• Expense & Mileage Claims
• HR Analytics & People Dashboards
• Hybrid Work & Desk Booking
• Learning Management System
• Leave & Absence Management
• Manager Self-Service Portal
• Objectives & OKR Management
• Occupational Health Records
• Organisation Chart & Reporting Lines
• Payroll Preparation
• Payroll Processing
• Performance Appraisals
• Recruitment & Applicant Tracking
• Shift & Rota Management
• Skills & Competency Matrix
• Succession Planning
• Training & Certification Tracking
• Travel Request Management
• Volunteer Management
• Wellbeing & Employee Assistance
• Workforce Planning
• Work Permits & Visa Expiry Tracking

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Explore specialist operational capabilities for the wider businesses you manage. We assess which elements fit alongside Proplix and which need a dedicated solution.

• Accountancy Practice Management
• Agriculture & Farm Operations
• Architecture Practice Management
• Automotive Workshop Management
• Beauty & Wellness Management
• Charity & Nonprofit CRM
• Cleaning Company Management
• Construction CRM
• Energy Services CRM
• Engineering Services Management
• Equipment Rental Management
• Event Venue Management
• Food Manufacturing Compliance
• Franchise Operations
• Fundraising & Donor Management
• Government & Council Case Management
• Gym & Fitness Membership
• Hotel & Hospitality CRM
• Housing Association Operations
• Import Export Trading CRM
• Insurance Brokerage CRM
• Laboratory Sample Management
• Legal Practice CRM
• Managed Service Provider CRM
• Mortgage Brokerage CRM
• Pharmaceutical Quality Management
• Plant Hire Management
• Public Sector Grants Management
• Recruitment Agency CRM
• Renewable Energy Project Management
• SaaS Subscription Operations
• Security Company Management
• Sports Club Management
• Telecom Reseller Management
• Tour Operator Management
• Travel Agency Management
• Vehicle Dealership CRM
• Waste Management CRM
• Web Hosting Client Management
• Wholesale Distribution CRM

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Organise technology assets, support requests and control evidence for your property business. Agree responsibilities alongside your existing IT and security systems.

• Access Request Management
• API Key & Secret Register
• Backup Monitoring
• Certificate & Domain Expiry Tracking
• Cloud Asset Inventory
• Configuration Management Database
• Data Classification
• Data Loss Incident Register
• DevOps Change Approvals
• Disaster Recovery Testing
• Hardware Inventory
• Identity Governance
• Information Asset Register
• IP Address Management
• IT Asset Management
• IT Change Management
• IT Incident Management
• IT Problem Management
• IT Procurement
• IT Service Management
• Joiner Mover Leaver Automation
• Licence & Subscription Management
• Major Incident Management
• Network Inventory
• Patch Management
• Penetration Test Findings
• Phishing Simulation Management
• Privileged Access Requests
• Problem Knowledge Base
• Release Management
• Security Awareness Training
• Security Controls Assurance
• Security Incident Response
• Security Risk Register
• Service Desk Portal
• Software Asset Management
• SSL Certificate Management
• Status Page Management
• Vendor Security Assessments
• Vulnerability Management

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Keep contracts, renewal dates and approval records easier to find. Your legal advisers retain responsibility for interpretation and professional decisions.

• Board Pack Management
• Board Resolution Management
• Cap Table Management
• Case Management for Legal Teams
• Claims Management
• Clause Library
• Company Secretarial Management
• Contract Approvals
• Contract Authoring
• Contract Lifecycle Management
• Contract Obligations
• Contract Renewal Alerts
• Contract Risk Scoring
• Disclosure & Discovery Management
• Electronic Signature Workflow
• Entity Management
• Insurance Claims
• Insurance Policy Management
• Intellectual Property Register
• Legal Hold Management
• Legal Matter Management
• Legal Spend Management
• Licence & Permit Management
• Litigation Management
• Outside Counsel Management
• Patent Management
• Power of Attorney Register
• Shareholder Register
• Statutory Filing Calendar
• Trademark Management

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Request enquiry, campaign and digital-service workflows that connect with your customer records. Build around your channels and approved contact preferences.

• Abandoned Cart Recovery
• Affiliate Management
• B2B Commerce Portal
• Booking & Reservation Engine
• Brand Asset Portal
• Campaign Management
• Content Calendar
• Customer Segmentation
• Digital Asset Management
• E-Commerce Management
• Email Marketing
• Event Marketing
• Food Delivery Management
• Gift Cards
• Influencer Management
• Landing Page Builder
• Lead Nurturing
• Loyalty Programme
• Marketing Automation
• Marketing Consent Management
• Marketplace Management
• Membership Commerce
• Order Fulfilment
• Point of Sale
• Product Information Management
• Promotions & Coupons
• Referral Campaigns
• Restaurant Ordering
• Retail Store Operations
• SMS Marketing
• Social Listening
• Social Media Publishing
• Subscription Commerce
• Table Reservation
• Ticketing & Admissions
• Web Form Builder
• Webinar Management
• WhatsApp Marketing

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Give recurring work clear stages, owners and exception routes. Useful examples include approvals, inspections, service requests and handovers between teams.

• Approval Workflow Engine
• Back Office Operations
• Barcode & QR Code Operations
• Business Process Management
• Business Rules Engine
• Case Management
• Continuous Improvement
• Corporate Calendar & Events
• Daily Operations Log
• Document Generation
• Electronic Forms & Signatures
• Enterprise Workflow Automation
• Escalation Management
• Exception Management
• Form Builder
• Idea & Innovation Management
• Internal Request Portal
• Job Management
• Kiosk & Reception Management
• Lean Improvement Register
• Meeting Room Management
• Non-Conformance Management
• Operational Checklists
• Quality Assurance
• Quality Control
• Recurring Operations
• Robotic Process Automation Hub
• Room & Resource Booking
• Root Cause Analysis
• Service Request Management
• Shared Services Centre
• Shift Handover
• Standard Operating Procedures
• Task Orchestration
• Visitor Management
• Visual Process Builder
• Work Order Management

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Coordinate suppliers, purchase requests, orders and maintenance stock. Connect each stage to the relevant job and approval where that fits your process.

• Batch & Lot Tracking
• Bill of Materials
• Catalogue Purchasing
• Cold Chain Monitoring
• Consignment Inventory
• Contracted Price Management
• Customs & Trade Compliance
• Demand Planning
• Drop Shipping Management
• E-Procurement Portal
• Expiry & Shelf-Life Management
• Freight Management
• Import & Export Documentation
• Inventory Management
• Manufacturing Work Orders
• Material Requirements Planning
• Multi-Warehouse Inventory
• Order Management
• Procurement Management
• Production Planning
• Product Traceability
• Purchase Orders
• Purchase Requisitions
• Quality Inspection
• Returns Management
• RFQ & Auction Management
• Sales Order Processing
• Serial Number Tracking
• Shipping & Dispatch
• Shop Floor Management
• Spend Analysis
• Stock Replenishment
• Supplier Onboarding
• Supplier Performance
• Supplier Relationship Management
• Supplier Tendering
• Supply Chain Control Tower
• Supply Planning
• Vendor Managed Inventory
• Warehouse Management

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Plan refurbishments, onboarding projects and service delivery with clear tasks, milestones and resource ownership. Agree how progress and costs will be reported.

• Advanced Project Management
• Agile Scrum Boards
• Capacity Planning
• Capital Projects Management
• Client Project Portal
• Construction Project Management
• Consultant Utilisation
• Grant Project Management
• Kanban Boards
• Milestone Billing
• New Product Introduction
• Portfolio Management
• Product Lifecycle Management
• Product Roadmap Management
• Professional Services Automation
• Programme Management
• Project Billing
• Project Change Control
• Project Document Control
• Project Financials
• Project Governance
• Project Intake & Prioritisation
• Project Risk & Issue Management
• Project Templates
• Research Project Management
• Resource Planning
• Sprint Planning
• Stage-Gate Management
• Timesheet Approvals

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Extend lead handling, onboarding and relationship management around your property services. Keep ownership and next actions visible as work moves between teams.

• Account & Contact 360
• Advanced Sales CRM
• Appointment Scheduling
• Business Card Scanning
• Churn Risk Management
• Contract Renewal Management
• CPQ Configuration Pricing Quoting
• Customer Credit Limits
• Customer Feedback Management
• Customer Health Scoring
• Customer Journey Mapping
• Customer Onboarding
• Customer Portal Plus
• Customer Success Management
• Dealer Management
• Duplicate Detection & Merge
• Franchise Management
• Key Account Management
• Lead Management
• Lead Scoring
• Loyalty & Rewards
• Membership Management
• NPS & CSAT Management
• Opportunity Pipeline
• Partner & Channel Management
• Partner Portal
• Product & Price Book Management
• Quote & Proposal Management
• Referral Partner Management
• Renewal & Expansion Management
• RFP Response Management
• Sales Commission Management
• Sales Forecasting
• Sales Playbooks
• Sales Territory Management
• Tender & Bid Management
• Territory Route Planning
• Vendor Portal

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Request tools for complaints, callbacks, customer support and field service. Define response ownership, escalation and the information users need to resolve each case.

• Agent Workforce Management
• Callback Management
• Call Centre Management
• Call Recording Management
• Call Transcription
• Change Management
• Chatbot Support
• Contact Centre Analytics
• Customer Complaint Management
• Customer Satisfaction Surveys
• Customer Self-Service Portal
• Email-to-Ticket Plus
• Enterprise Help Desk
• Field Support Dispatch
• Incident Management
• IVR & Call Routing
• Knowledge Management
• Live Chat
• Maintenance Agreements
• Omnichannel Support Inbox
• Outbound Dialling Campaigns
• Problem Management
• Quality Monitoring
• Queue Management
• Remote Support Sessions
• Returns & RMA Management
• Service Catalogue
• Service Contracts
• Service Level Agreement Management
• Social Media Support
• Softphone & WebRTC Dialler
• Ticket Escalation Matrix
• Voice Quality Monitoring
• Warranty Claims
• WhatsApp Support Desk

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